CIK: 0001729672
申告総資産額
$2.6億
上位200銘柄を表示中（全455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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 6.03% | +0.37% | +12184.80% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.31% | -0.43% | -7.54% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 4.05% | +0.34% | +343788.00% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.01% | -0.27% | +47.37% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.97% | -0.36% | -20.65% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.37% | +0.24% | +8815.06% | |
| 7 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.81% | -0.59% | -0.82% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.73% | -0.24% | -20.02% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.69% | -0.72% | -10.38% | |
| 10 | LITE | Lumentum Holdings INC | 株式-IT | 2.65% | +1.31% | +52.71% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | -0.29% | +0.52% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.92% | -0.32% | +14.84% | |
| 13 | NEE | Nextera Energy INC | 株式-公益事業 | 1.87% | +0.27% | +32.87% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.79% | -0.30% | -12.15% | |
| 15 | CAT | Caterpillar INC | 株式-資本財 | 1.66% | +0.43% | +57.86% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.64% | — | -13.18% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.59% | +0.15% | +185.00% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.58% | -0.21% | +17.12% | |
| 19 | AMAT | Applied Materials INC | 株式-IT | 1.48% | +0.40% | +13.99% | |
| 20 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.33% | — | -13.15% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.33% | +0.12% | +13.27% | |
| 22 | CRDO | Credo Technology Group Holding Ltd | 株式-IT | 1.32% | -1.32% | EXIT | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 1.13% | — | +20.19% | |
| 24 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.12% | +0.13% | -15.59% | |
| 25 | AXP | American Express Co | 株式-金融 | 1.09% | -0.21% | +105.60% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 1.05% | +0.52% | +147.65% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | — | -6.10% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 1.01% | -0.20% | +16.10% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.01% | — | +4.68% | |
| 30 | CLS | Celestica INC | 株式-IT | 1.00% | — | +20.89% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.97% | — | +24.60% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.93% | +0.25% | +232.08% | |
| 33 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.81% | +0.43% | +96.98% | |
| 34 | WCC | Wesco International INC | 株式-資本財 | 0.78% | — | -2.96% | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 0.77% | — | -6.16% | |
| 36 | ANET | Arista Networks INC | 株式-IT | 0.76% | — | -24.20% | |
| 37 | LRCX | Lam Research CORP | 株式-IT | 0.72% | +0.15% | +46.50% | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.68% | -0.31% | +16.72% | |
| 39 | AMD | Advanced Micro Devices | 株式-IT | 0.66% | +0.10% | +30.66% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.60% | -0.18% | -18.51% | |
| 41 | DHR | Danaher CORP | 株式-ヘルスケア | 0.59% | -0.55% | +719.85% | |
| 42 | SBCF | Seacoast Banking Corp/fl | 株式-その他 | 0.58% | -0.39% | -43.64% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.58% | +0.12% | +2916.20% | |
| 44 | MDT | Medtronic plc | 株式-ヘルスケア | 0.57% | -0.54% | +336.36% | |
| 45 | COR | Cencora INC | 株式-ヘルスケア | 0.54% | — | -7.58% | |
| 46 | HEI | Heico CORP | 株式-資本財 | 0.54% | — | -8.24% | |
| 47 | ENB | Enbridge INC | 株式-エネルギー | 0.54% | — | -7.80% | |
| 48 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.52% | +0.20% | +278.57% | |
| 49 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | — | +29.94% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | -19.08% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +6% | +12184.80% | 増加 |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | +4.1% | +343788.00% | 増加 |
| 3 | IEF | Ishares 7-10 Year Treasury B | +3.3% | +8815.06% | 増加 |
| 4 | LITE | Lumentum Holdings INC | +1.8% | +52.71% | 増加 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1% | +47.37% | 増加 |
| 6 | VXUS | Vanguard Total Intl Stock | +1% | +185.00% | 増加 |
| 7 | MRK | Merck & Co. INC. | +0.7% | +232.08% | 増加 |
| 8 | CAT | Caterpillar INC | +0.7% | +57.86% | 増加 |
| 9 | BMY | Bristol-myers Squibb Co | +0.6% | +2916.20% | 増加 |
| 10 | CVX | Chevron CORP | +0.6% | +147.65% | 増加 |
| 11 | AXP | American Express Co | +0.5% | +105.60% | 増加 |
| 12 | DHR | Danaher CORP | +0.5% | +719.85% | 増加 |
| 13 | MDT | Medtronic plc | +0.4% | +336.36% | 増加 |
| 14 | VRT | Vertiv Holdings Co-a | +0.4% | +96.98% | 増加 |
| 15 | VUSB | Vanguard Ultra Short Bond Et | +0.4% | +278.57% | 増加 |
| 16 | NEE | Nextera Energy INC | +0.4% | +32.87% | 増加 |
| 17 | MU | Micron Technology INC | +0.4% | +340.61% | 増加 |
| 18 | CRDO | Credo Technology Group Holding Ltd | +0.3% | +56.64% | 増加 |
| 19 | AMAT | Applied Materials INC | +0.3% | +13.99% | 増加 |
| 20 | LRCX | Lam Research CORP | +0.3% | +46.50% | 増加 |
| 21 | ASML | ASML Holding N.V. | +0.2% | +168.07% | 増加 |
| 22 | DIS | Walt Disney Co/the | +0.2% | +291.98% | 増加 |
| 23 | AMD | Advanced Micro Devices | +0.2% | +30.66% | 増加 |
| 24 | CLS | Celestica INC | +0.2% | +20.89% | 増加 |
| 25 | GS | Goldman Sachs Group INC | +0.2% | +20.19% | 増加 |
| 26 | WMT | Walmart INC | +0.1% | +13.27% | 増加 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +17.12% | 増加 |
| 28 | MA | Mastercard INC - A | 0% | +14.84% | 増加 |
| 29 | XLC | Ss Comm Select Sector Spdr | -0.3% | -77.87% | 減少 |
| 30 | AVDV | Avantis Intl S/c Value ETF | -0.3% | -76.67% | 減少 |
| 31 | DIHP | Dimensional International Hi | -0.3% | -65.94% | 減少 |
| 32 | HWM | Howmet Aerospace INC | -0.3% | -81.51% | 減少 |
| 33 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -49.12% | 減少 |
| 34 | DUHP | Dimensional US High Profi Et | -0.3% | -57.98% | 減少 |
| 35 | DVY | Ishares Select Dividend ETF | -0.3% | -40.03% | 減少 |
| 36 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -79.43% | 減少 |
| 37 | VNQ | Vanguard Real Estate ETF | -0.4% | -72.31% | 減少 |
| 38 | IGV | Ishares Expanded Tech-softwa | -0.4% | -76.27% | 減少 |
| 39 | PG | Procter & Gamble Co/the | -0.4% | -58.87% | 減少 |
| 40 | LOW | Lowe's Cos INC | -0.5% | -15.59% | 減少 |
| 41 | ANET | Arista Networks INC | -0.5% | -24.20% | 減少 |
| 42 | NVDA | Nvidia CORP | -0.6% | -12.15% | 減少 |
| 43 | SBCF | Seacoast Banking Corp/fl | -0.6% | -43.64% | 減少 |
| 44 | ORCL | Oracle CORP | -0.6% | -18.51% | 減少 |
| 45 | ALAB | Astera Labs INC | -0.9% | -83.18% | 減少 |
| 46 | MSFT | Microsoft CORP | -1% | -10.38% | 減少 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -1.2% | -20.02% | 減少 |
| 48 | QQQ | Invesco Qqq Trust Series 1 | -1.6% | -20.65% | 減少 |
| 49 | AAOI | Applied Optoelectronics INC | — | NEW | 新規購入 |
| 50 | OKE | Oneok INC | — | EXIT | 全売却 |