CIK: 0001954805
申告総資産額
$16.6億
上位200銘柄を表示中（全385銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 株式-IT | 5.10% | -0.58% | +3.39% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.14% | -1.93% | +22.11% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.77% | -0.80% | +1.94% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.45% | -0.66% | +0.84% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.91% | -0.44% | +3.65% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.57% | — | +6.28% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.93% | — | +2.54% | |
| 8 | COP | Conocophillips | 株式-エネルギー | 1.85% | — | -3.66% | |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.67% | +0.15% | -0.41% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.59% | -0.24% | -8.17% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.53% | — | +18.28% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.40% | +0.12% | +17.99% | |
| 13 | MS | Morgan Stanley | 株式-金融 | 1.33% | -0.22% | +19.23% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | — | +1.29% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.28% | +0.26% | +6.08% | |
| 16 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.27% | -0.37% | -4.26% | |
| 17 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.25% | -0.26% | +11.35% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.13% | -0.27% | +7.80% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | — | +6.32% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.02% | — | +6.89% | |
| 21 | WWJD | Inspire International ETF | ETF-その他 | 1.01% | — | +3.53% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.01% | — | +61.49% | |
| 23 | MSTR | Strategy INC | 株式-IT | 0.99% | — | +12.79% | |
| 24 | RSG | Republic Services INC | 株式-資本財 | 0.98% | — | -0.92% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.94% | — | +23.92% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.89% | — | +0.91% | |
| 27 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.88% | — | +4.91% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 0.84% | — | +7.07% | |
| 29 | PYPL | Paypal Holdings INC | 株式-金融 | 0.75% | +0.18% | +20.79% | |
| 30 | ETN | Eaton Corporation plc | 株式-資本財 | 0.74% | — | -7.15% | |
| 31 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.71% | — | +7.26% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.70% | — | +3.31% | |
| 33 | PWR | Quanta Services INC | 株式-資本財 | 0.70% | — | +3.85% | |
| 34 | MCO | Moody's CORP | 株式-金融 | 0.68% | -0.37% | +3.75% | |
| 35 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.68% | — | +11.28% | |
| 36 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.68% | — | -10.49% | |
| 37 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.67% | — | +1.57% | |
| 38 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.64% | — | +69.91% | |
| 39 | CPS | Cooper-standard Holding | 株式-その他 | 0.63% | — | +22.32% | |
| 40 | CME | Cme Group INC | 株式-金融 | 0.62% | — | +1.58% | |
| 41 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.60% | — | +1.08% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | — | +17.97% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.59% | — | +0.68% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.59% | +0.14% | +1.37% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | -9.64% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.58% | — | -11.08% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | +11.27% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.54% | — | +172.79% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.53% | — | -19.47% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.52% | — | +2.82% |