CIK: 0001839307
申告総資産額
$5.4億
上位200銘柄を表示中（全243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 | ARKK | Ark Innovation ETF | ETF-その他 | 5.46% | — | -1.04% | |
| 2 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 3.82% | — | +21.69% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.55% | — | +7.32% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.36% | +0.09% | +14.40% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.18% | -0.23% | +20.18% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 3.15% | — | +2727.32% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.02% | — | +12.04% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.87% | +0.40% | +21.37% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.72% | +5.02% | +94.96% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.65% | — | +15.57% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.37% | — | +14.41% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.17% | — | -12.92% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.77% | +0.11% | +1.66% | |
| 14 | PYPL | Paypal Holdings INC | 株式-金融 | 1.60% | — | -9.43% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.57% | — | +2.68% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.55% | — | +4.86% | |
| 17 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.47% | — | +8.28% | |
| 18 | RSPM | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.41% | — | +40.92% | |
| 19 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.40% | — | +86.94% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.31% | — | +17.47% | |
| 21 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 1.28% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.27% | — | -3.66% | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 1.20% | — | +5.92% | |
| 24 | KEYS | Keysight Technologies In | 株式-IT | 1.04% | — | -7.43% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.97% | — | +13.31% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | -0.23% | +27.41% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.96% | — | +25.56% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.95% | — | -8.98% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | — | +29.19% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.92% | +0.35% | -37.45% | |
| 31 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.91% | — | +15.77% | |
| 32 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.89% | — | +27.48% | |
| 33 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.86% | — | +4.58% | |
| 34 | BLKCHF | Blackrock INC | 株式-その他 | 0.84% | — | +20.60% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.81% | — | +5.58% | |
| 36 | ASML | ASML Holding N.V. | 株式-IT | 0.80% | — | +4.49% | |
| 37 | CIEN | Ciena CORP | 株式-IT | 0.79% | — | +10.23% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.79% | — | +20.00% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | +37.23% | |
| 40 | SPGI | S&p Global INC | 株式-金融 | 0.75% | — | +2.99% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.74% | +0.12% | +30.90% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.73% | — | +105.53% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.68% | — | +4.96% | |
| 44 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.66% | — | -8.44% | |
| 45 | LHX | L3harris Technologies INC | 株式-資本財 | 0.65% | — | +7.11% | |
| 46 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.65% | — | -36.78% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.64% | — | +10.25% | |
| 48 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.62% | — | +6.64% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.61% | — | -53.90% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | — | +5.05% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +3% | +2727.32% | 増加 |
| 2 | VOO | Vanguard S&p 500 ETF | +1.2% | +94.96% | 増加 |
| 3 | RSPN | Invesco S&p 500 Equal Weight | +0.5% | +86.94% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.4% | +20.18% | 増加 |
| 5 | DIS | Walt Disney Co/the | +0.3% | +105.53% | 増加 |
| 6 | RSPM | Invesco S&p 500 Equal Weight | +0.3% | +40.92% | 増加 |
| 7 | CAT | Caterpillar INC | +0.2% | +143.69% | 増加 |
| 8 | AMT | American Tower CORP | +0.2% | +695.00% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.2% | +14.40% | 増加 |
| 10 | XLRE | Ss Real Estate Select Sector | +0.2% | +27.48% | 増加 |
| 11 | VLUE | Ishares Msci USA Value Facto | +0.1% | +21.69% | 増加 |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | +21.37% | 増加 |
| 13 | BLKCHF | Blackrock INC | +0.1% | +20.60% | 増加 |
| 14 | BAC | Bank Of America CORP | +0.1% | +30.90% | 増加 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +37.23% | 増加 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +17.47% | 増加 |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +27.41% | 増加 |
| 18 | PDBC | Invesco Optimum Yield Divers | +0.1% | +8.28% | 増加 |
| 19 | PAA | Plains All Amer Pipeline LP | +0.1% | +4.58% | 増加 |
| 20 | LMT | Lockheed Martin CORP | +0.1% | +25.56% | 増加 |
| 21 | VB | Vanguard Small-cap ETF | 0% | +15.57% | 増加 |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | +1.66% | 増加 |
| 23 | AAPL | Apple INC | -0.1% | +2.68% | 増加 |
| 24 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | +12.04% | 増加 |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | -0.1% | +14.41% | 増加 |
| 26 | DGRO | Ishares Core Dividend Growth | -0.3% | +7.32% | 増加 |
| 27 | ABBV | Abbvie INC | -0.3% | -57.01% | 減少 |
| 28 | CERNCHF | Cerner CORP | -0.3% | -95.70% | 減少 |
| 29 | ZEN1EUR | Zendesk INC | -0.3% | -44.17% | 減少 |
| 30 | PFM | Invesco Dividend Achievers E | -0.4% | -71.24% | 減少 |
| 31 | ABNB | Airbnb Inc-class A | -0.4% | -42.27% | 減少 |
| 32 | BUD | Anheuser-busch Inbev-spn Adr | -0.4% | -36.78% | 減少 |
| 33 | ARKK | Ark Innovation ETF | -0.6% | -1.04% | 減少 |
| 34 | BABA | Alibaba Group Holding-sp Adr | -0.7% | -76.50% | 減少 |
| 35 | CRM | Salesforce INC | -0.8% | -53.90% | 減少 |
| 36 | IEFA | Ishares Core Msci Eafe ETF | -0.8% | -37.45% | 減少 |
| 37 | AGG | Ishares Core U.s. Aggregate | -0.8% | -12.92% | 減少 |
| 38 | GLD | Spdr Gold Shares | -1.3% | -97.89% | 減少 |
| 39 | BAR | Graniteshares Gold Trust | — | NEW | 新規購入 |
| 40 | BOTZ | Global X Robotics & Artifici | — | EXIT | 全売却 |
| 41 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 42 | MDT | Medtronic plc | — | NEW | 新規購入 |
| 43 | DHR | Danaher CORP | — | NEW | 新規購入 |
| 44 | LIN | Linde plc | — | NEW | 新規購入 |
| 45 | PEP | Pepsico INC | — | NEW | 新規購入 |
| 46 | ✓ | Trebia Acquisition CORP | — | NEW | 新規購入 |
| 47 | SPSB | Ss Spdr P St C CORP ETF | — | NEW | 新規購入 |
| 48 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 49 | NVS | Novartis Ag-sponsored Adr | — | NEW | 新規購入 |
| 50 | VXUS | Vanguard Total Intl Stock | — | NEW | 新規購入 |