CIK: 0002042654
申告総資産額
$4.9億
上位200銘柄を表示中（全342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 | 5.60% | -0.43% | -1.09% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.50% | -0.40% | +7.35% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.50% | -3.49% | -9.06% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.65% | — | +127724.14% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.85% | -0.48% | +0.04% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.85% | -0.17% | +13.19% | |
| 7 | CDL | Victoryshares US Large Cap H | ETF-大型株・グロース | 3.41% | — | -7.02% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.41% | — | +5.76% | |
| 9 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 2.77% | — | +4.27% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.51% | -0.14% | -26.41% | |
| 11 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 2.43% | — | -7.84% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.13% | -0.06% | +3.75% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.92% | +0.21% | +6.36% | |
| 14 | PANW | Palo Alto Networks INC | 株式-IT | 1.88% | — | — | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.79% | — | +0.10% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.73% | -0.06% | — | |
| 17 | GS | Goldman Sachs Group INC | 株式-金融 | 1.68% | -0.08% | +8.71% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.54% | — | -3.96% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.51% | — | -0.08% | |
| 20 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.38% | — | +125.87% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.36% | -0.11% | -14.33% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.33% | — | +0.20% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.31% | +0.01% | +0.11% | |
| 24 | DHR | Danaher CORP | 株式-ヘルスケア | 1.26% | — | — | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.18% | — | — | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.17% | — | +0.07% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.15% | -0.12% | -52.61% | |
| 28 | CDC | Victoryshares US Eq Income E | ETF-その他 | 1.12% | — | +6.34% | |
| 29 | BLK | Blackrock INC | 株式-金融 | 1.05% | — | +0.04% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 1.03% | -0.09% | — | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.98% | — | -16.46% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.98% | — | +2.81% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | +0.04% | +0.15% | |
| 34 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.88% | -0.30% | — | |
| 35 | WAT | Waters CORP | 株式-ヘルスケア | 0.85% | — | — | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.81% | — | +5.60% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.80% | +0.12% | +0.04% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.74% | — | +1.57% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | — | +0.07% | |
| 40 | ICE | Intercontinental Exchange In | 株式-金融 | 0.73% | — | -0.08% | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.72% | — | — | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.66% | — | +3.74% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.66% | — | — | |
| 44 | AXP | American Express Co | 株式-金融 | 0.65% | — | +0.03% | |
| 45 | FTV | Fortive CORP | 株式-IT | 0.64% | — | — | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.64% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.16% | +13.58% | |
| 48 | GXDW | Global X Dorsey Wright Thema | ETF-その他 | 0.59% | — | +30.86% | |
| 49 | C | Citigroup INC | 株式-金融 | 0.58% | — | +14.96% | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.56% | — | — |