CIK: 0002050972
申告総資産額
$4.2億
上位200銘柄を表示中（全247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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.86% | — | +0.09% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.24% | -0.68% | +2.26% | |
| 3 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 4.21% | — | -9.88% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.82% | +0.01% | +9.11% | |
| 5 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.81% | -0.58% | -13.60% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.69% | -0.71% | -11.69% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.66% | — | -10.83% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.47% | — | +4.60% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.43% | -0.92% | -4.98% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.38% | -0.63% | +24.81% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.31% | — | +69.09% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.28% | +0.17% | +60.83% | |
| 13 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.25% | — | -15.37% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.70% | — | +64.50% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.45% | +0.27% | +12.90% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 1.37% | — | -7.45% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | — | +51.55% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.11% | — | +51.96% | |
| 19 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.09% | — | +73.32% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | +0.13% | +0.41% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | -0.81% | -6.44% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | -0.96% | +62.46% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.87% | — | +67.84% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.80% | -0.45% | +80.47% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | — | +90.87% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 0.76% | — | +63.15% | |
| 27 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.73% | — | -13.05% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.71% | — | +158.59% | |
| 29 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.69% | — | +64.58% | |
| 30 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.67% | — | +63.35% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | -6.71% | |
| 32 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.65% | — | +66.16% | |
| 33 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.60% | — | +66.38% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | — | -14.97% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.57% | +0.29% | -14.00% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.55% | — | +1.61% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | +1.02% | +10.61% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.51% | — | +73.83% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.50% | — | -0.21% | |
| 40 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.49% | — | -16.46% | |
| 41 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.49% | — | +52.04% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.48% | — | +39.96% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | -10.77% | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.47% | +0.57% | +4.65% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | — | +8.93% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.46% | — | +59.60% | |
| 47 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.46% | — | -20.30% | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.45% | — | -1.03% | |
| 49 | ADP | Automatic Data Processing | 株式-IT | 0.44% | — | — | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.43% | — | +348.91% |