CIK: 0001697715
申告総資産額
$11.2億
上位200銘柄を表示中（全241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 | 13.45% | -0.13% | -4.31% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 10.04% | +0.41% | +2.01% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 9.92% | -0.64% | +0.60% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 5.51% | -0.01% | -0.21% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 3.88% | +0.37% | +2.10% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.43% | -0.04% | -0.72% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.83% | +0.22% | -2.20% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.91% | +0.07% | +1.99% | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.84% | -0.19% | +0.11% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.83% | — | -0.42% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.67% | -0.06% | +0.27% | |
| 12 | AME | Ametek INC | 株式-資本財 | 1.52% | -0.09% | -11.61% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | +0.03% | +4.66% | |
| 14 | PANW | Palo Alto Networks INC | 株式-IT | 1.19% | +1.00% | +2.69% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | — | -1.58% | |
| 16 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.05% | -0.05% | +7.61% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.03% | — | -2.06% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | -0.03% | -0.32% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.92% | -0.02% | +9.67% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.92% | -0.22% | +9.82% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.89% | +0.03% | -2.05% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.88% | — | -0.93% | |
| 23 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.76% | -0.24% | -8.20% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.76% | +0.10% | +0.76% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.68% | +0.07% | +1.99% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | -0.03% | +2.44% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | -1.13% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | — | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | — | -0.60% | |
| 30 | COP | Conocophillips | 株式-エネルギー | 0.57% | -0.16% | +3.40% | |
| 31 | AZO | Autozone INC | 株式-一般消費財 | 0.54% | — | +1.05% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | +0.02% | +4.83% | |
| 33 | MS | Morgan Stanley | 株式-金融 | 0.52% | +0.06% | -0.24% | |
| 34 | MU | Micron Technology INC | 株式-IT | 0.51% | +0.50% | -0.20% | |
| 35 | AN | Autonation INC | 株式-一般消費財 | 0.50% | — | -1.61% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.49% | — | +2.97% | |
| 37 | LHX | L3harris Technologies INC | 株式-資本財 | 0.48% | — | -1.05% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.46% | — | -8.15% | |
| 39 | ETN | Eaton Corporation plc | 株式-資本財 | 0.46% | +0.01% | +1.54% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | -0.19% | |
| 41 | PWR | Quanta Services INC | 株式-資本財 | 0.44% | +0.07% | -3.80% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | -0.14% | +0.06% | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.43% | — | +0.36% | |
| 44 | ICE | Intercontinental Exchange In | 株式-金融 | 0.40% | -0.12% | +2.18% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.40% | — | — | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | -0.12% | +0.10% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.39% | -0.15% | +14.49% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.37% | +0.12% | +0.30% | |
| 49 | DELL | Dell Technologies -c | 株式-IT | 0.36% | +0.36% | -3.91% | |
| 50 | AWK | American Water Works Co INC | 株式-公益事業 | 0.36% | — | -0.70% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +0.8% | +0.60% | 増加 |
| 2 | FLS | Flowserve CORP | +0.3% | +888.03% | 増加 |
| 3 | VRT | Vertiv Holdings Co-a | +0.3% | -8.20% | 減少 |
| 4 | COP | Conocophillips | +0.2% | +3.40% | 増加 |
| 5 | IEMG | Ishares Core Msci Emerging | +0.2% | +1.99% | 増加 |
| 6 | GLD | Spdr Gold Shares | +0.2% | +9.82% | 増加 |
| 7 | COST | Costco Wholesale CORP | +0.1% | -0.93% | 減少 |
| 8 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +95.68% | 増加 |
| 9 | CVX | Chevron CORP | +0.1% | +0.06% | 増加 |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +0.10% | 増加 |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.27% | 増加 |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +9.67% | 増加 |
| 13 | PWR | Quanta Services INC | +0.1% | -3.80% | 減少 |
| 14 | MU | Micron Technology INC | +0.1% | -0.20% | 減少 |
| 15 | BINC | Ishares Flex I A Etf-usd INC | +0.1% | +7.61% | 増加 |
| 16 | LHX | L3harris Technologies INC | +0.1% | -1.05% | 減少 |
| 17 | DELL | Dell Technologies -c | +0.1% | -3.91% | 減少 |
| 18 | CAT | Caterpillar INC | +0.1% | +0.30% | 増加 |
| 19 | NFLX | Netflix INC | +0.1% | +14.49% | 増加 |
| 20 | ETN | Eaton Corporation plc | +0.1% | +1.54% | 増加 |
| 21 | JNJ | Johnson & Johnson | +0.1% | +0.44% | 増加 |
| 22 | AMZN | Amazon.com INC | 0% | +4.66% | 増加 |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | -0.72% | 減少 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | +0.76% | 増加 |
| 25 | URI | United Rentals INC | 0% | -7.13% | 減少 |
| 26 | TDG | Transdigm Group INC | 0% | -6.99% | 減少 |
| 27 | JNJ | Johnson & Johnson | 0% | -31.43% | 減少 |
| 28 | AME | Ametek INC | -0.1% | -11.61% | 減少 |
| 29 | JPM | Jpmorgan Chase & Co | -0.1% | -0.32% | 減少 |
| 30 | TMO | Thermo Fisher Scientific INC | -0.1% | +0.36% | 増加 |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -15.50% | 減少 |
| 32 | BX | Blackstone INC | -0.1% | -41.69% | 減少 |
| 33 | SCHG | Schwab US Large-cap Growth | -0.1% | -8.15% | 減少 |
| 34 | AVGO | Broadcom INC | -0.1% | -2.05% | 減少 |
| 35 | PANW | Palo Alto Networks INC | -0.1% | +2.69% | 増加 |
| 36 | TSLA | Tesla INC | -0.1% | -0.60% | 減少 |
| 37 | NVDA | Nvidia CORP | -0.1% | -0.21% | 減少 |
| 38 | META | Meta Platforms Inc-class A | -0.1% | -1.58% | 減少 |
| 39 | V | Visa Inc-class A Shares | -0.1% | -2.06% | 減少 |
| 40 | BKLN | Invesco Senior Loan ETF | -0.2% | -47.96% | 減少 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | -2.20% | 減少 |
| 42 | ORCL | Oracle CORP | -0.4% | -75.00% | 減少 |
| 43 | VUG | Vanguard Growth ETF | -0.5% | +2.01% | 増加 |
| 44 | MSFT | Microsoft CORP | -0.5% | -0.42% | 減少 |
| 45 | AAPL | Apple INC | -0.9% | -4.31% | 減少 |
| 46 | NOW | Servicenow INC | — | EXIT | 全売却 |
| 47 | OWL | Blue Owl Capital INC | — | EXIT | 全売却 |
| 48 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 49 | ✓ | Establishment Labs Hldgs INC | — | NEW | 新規購入 |
| 50 | PSQ | Proshares Short Qqq | — | NEW | 新規購入 |