CIK: 0002030910
申告総資産額
$2.8億
上位200銘柄を表示中（全256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 | MSFT | Microsoft CORP | 株式-IT | 3.19% | +0.40% | +2.20% | |
| 2 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.92% | — | +3.67% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.59% | +2.28% | NEW | |
| 4 | SNOW | Snowflake INC | 株式-IT | 2.32% | +0.14% | -23.85% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.13% | — | +0.58% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.50% | — | -15.82% | |
| 7 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.45% | — | -14.30% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.41% | +0.06% | +14.23% | |
| 9 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 1.35% | — | +3.73% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.31% | +0.51% | +8.15% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.31% | — | -2.03% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.29% | — | — | |
| 13 | UL | Unilever PLC | 株式-生活必需品 | 1.28% | — | +1.20% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.28% | +0.13% | -5.51% | |
| 15 | TOGA | Tremblant Global ETF | ETF-その他 | 1.27% | — | +9.25% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.26% | +0.29% | +61.63% | |
| 17 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.25% | +1.08% | NEW | |
| 18 | TXN | Texas Instruments INC | 株式-IT | 1.10% | — | +0.08% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.06% | +0.32% | +28.84% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | +0.13% | +0.70% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 1.03% | +0.19% | -3.95% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | +0.35% | +3.12% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.97% | — | -2.37% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.96% | +0.30% | -14.15% | |
| 25 | MDT | Medtronic plc | 株式-ヘルスケア | 0.96% | — | -1.67% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | +4.40% | |
| 27 | RUNN | Running Oak Efficient Gr ETF | ETF-その他 | 0.81% | — | +1.42% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | -0.44% | -42.06% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.79% | +0.57% | +128.11% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.73% | -0.45% | -44.82% | |
| 31 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-投資適格社債 | 0.73% | — | +9.36% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.72% | -2.63% | EXIT | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.72% | — | +0.60% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.70% | — | +3.80% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | — | +5.52% | |
| 36 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 0.68% | +0.38% | NEW | |
| 37 | XBB | Bondbloxx-bb Rated Usd Hy Cb | ETF-その他 | 0.67% | +0.66% | NEW | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.67% | — | +0.40% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.67% | — | +2.70% | |
| 40 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-その他 | 0.66% | +0.45% | NEW | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.66% | — | -22.34% | |
| 42 | L | Loews CORP | 株式-金融 | 0.66% | — | +0.01% | |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.65% | — | -1.59% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | — | -17.09% | |
| 45 | ENB | Enbridge INC | 株式-エネルギー | 0.59% | — | -8.51% | |
| 46 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.58% | +0.13% | +2.65% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | -6.83% | |
| 48 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.56% | +0.62% | NEW | |
| 49 | FNV | Franco-nevada CORP | 株式-素材 | 0.56% | — | +0.49% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.54% | +0.21% | +0.23% |