CIK: 0001661580
申告総資産額
$127.1億
上位200銘柄を表示中（全295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 | USCL | Ishares Climate Conscious | ETF-その他 | 19.60% | -1.90% | +2.67% | |
| 2 | USCA | Xtrack Msci USA Clim Act Eq | ETF-その他 | 19.55% | -1.82% | +2.67% | |
| 3 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 5.41% | -0.60% | -8.28% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 5.15% | — | -0.58% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.46% | +1.25% | +23.49% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.15% | -0.25% | +8.03% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.31% | -0.16% | -2.06% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.29% | +0.29% | +0.31% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.16% | -0.62% | +3.70% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 1.15% | -0.55% | -0.11% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | -0.29% | — | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 0.91% | -0.34% | -2.01% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.90% | -0.42% | +12.93% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 0.75% | -0.23% | -2.47% | |
| 15 | NFLX | Netflix INC | 株式-通信サービス | 0.73% | — | +1.04% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 0.67% | -0.30% | +26.74% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | — | +13.33% | |
| 18 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.65% | +0.31% | -18.42% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | -0.28% | +13.46% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | — | +5.57% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | +6.02% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | +15.28% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | +55.92% | |
| 24 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.50% | -0.31% | +36.87% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 0.48% | -0.24% | +24.21% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.47% | — | +16.22% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | -0.17% | +28.46% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | -0.14% | +12.25% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | -0.13% | +10.39% | |
| 30 | CRM | Salesforce INC | 株式-IT | 0.45% | -0.32% | +31.41% | |
| 31 | NOW | Servicenow INC | 株式-IT | 0.40% | — | +22.62% | |
| 32 | BLK | Blackrock INC | 株式-金融 | 0.40% | — | +2.25% | |
| 33 | INTU | Intuit INC | 株式-IT | 0.39% | -0.15% | +17.20% | |
| 34 | AMD | Advanced Micro Devices | 株式-IT | 0.39% | -0.23% | +29.20% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.34% | — | +6.22% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.33% | — | +2.98% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.32% | -0.22% | +30.24% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | — | -9.28% | |
| 39 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.32% | — | -12.34% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.31% | — | +0.84% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.30% | -0.21% | +25.99% | |
| 42 | PGR | Progressive CORP | 株式-金融 | 0.30% | -0.23% | -25.30% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.30% | -0.16% | +29.44% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.28% | — | — | |
| 45 | MS | Morgan Stanley | 株式-金融 | 0.28% | — | +61.19% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.28% | — | +7.44% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.27% | — | — | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.26% | — | — | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.25% | — | +25.32% | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.25% | — | +33.17% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +23.49% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.7% | +8.03% | 増加 |
| 3 | USCL | Ishares Climate Conscious | +0.5% | +2.67% | 増加 |
| 4 | USCA | Xtrack Msci USA Clim Act Eq | +0.5% | +2.67% | 増加 |
| 5 | META | Meta Platforms Inc-class A | +0.4% | +3.70% | 増加 |
| 6 | ORCL | Oracle CORP | +0.3% | +26.74% | 増加 |
| 7 | CAT | Caterpillar INC | +0.3% | NEW | 新規購入 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.3% | +36.87% | 増加 |
| 9 | BAC | Bank Of America CORP | +0.2% | +55.92% | 増加 |
| 10 | NFLX | Netflix INC | +0.2% | +1.04% | 増加 |
| 11 | AMD | Advanced Micro Devices | +0.2% | +29.20% | 増加 |
| 12 | MMM | 3m Co | +0.1% | +1977.77% | 増加 |
| 13 | TSLA | Tesla INC | +0.1% | -0.11% | 減少 |
| 14 | IBM | Intl Business Machines CORP | +0.1% | +24.21% | 増加 |
| 15 | NOW | Servicenow INC | +0.1% | +22.62% | 増加 |
| 16 | MS | Morgan Stanley | +0.1% | +61.19% | 増加 |
| 17 | DASH | Doordash INC - A | +0.1% | NEW | 新規購入 |
| 18 | CSCO | Cisco Systems INC | +0.1% | +28.46% | 増加 |
| 19 | INTU | Intuit INC | +0.1% | +17.20% | 増加 |
| 20 | CRH | CRH plc | +0.1% | NEW | 新規購入 |
| 21 | ELV | Elevance Health INC | +0.1% | +647.06% | 増加 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.31% | 増加 |
| 23 | GS | Goldman Sachs Group INC | +0.1% | +33.17% | 増加 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | — | 変化なし |
| 25 | CRM | Salesforce INC | +0.1% | +31.41% | 増加 |
| 26 | CRWD | Crowdstrike Holdings INC - A | +0.1% | +22.50% | 増加 |
| 27 | CBOE | Cboe Global Markets INC | +0.1% | NEW | 新規購入 |
| 28 | HOOD | Robinhood Markets INC - A | +0.1% | NEW | 新規購入 |
| 29 | PANW | Palo Alto Networks INC | +0.1% | +31.36% | 増加 |
| 30 | ADI | Analog Devices INC | +0.1% | +35.00% | 増加 |
| 31 | AMZN | Amazon.com INC | +0.1% | -2.06% | 減少 |
| 32 | QCOM | Qualcomm INC | +0.1% | +29.44% | 増加 |
| 33 | SCHW | Schwab (charles) CORP | +0.1% | +49.05% | 増加 |
| 34 | C | Citigroup INC | +0.1% | +35.91% | 増加 |
| 35 | DDOG | Datadog INC - Class A | +0.1% | NEW | 新規購入 |
| 36 | ADBE | Adobe INC | 0% | +25.99% | 増加 |
| 37 | WMT | Walmart INC | 0% | +5.57% | 増加 |
| 38 | FCX | Freeport-mcmoran INC | -0.1% | -76.00% | 減少 |
| 39 | CPRT | Copart INC | -0.1% | EXIT | 全売却 |
| 40 | MRSH | Marsh & Mclennan Cos | -0.1% | -12.34% | 減少 |
| 41 | CVX | Chevron CORP | -0.1% | -9.28% | 減少 |
| 42 | COP | Conocophillips | -0.2% | EXIT | 全売却 |
| 43 | PGR | Progressive CORP | -0.2% | -25.30% | 減少 |
| 44 | IYR | Ishares US Real Estate ETF | -0.2% | -18.42% | 減少 |
| 45 | UNH | Unitedhealth Group INC | -0.3% | +10.39% | 増加 |
| 46 | LIN | Linde plc | -0.4% | -69.75% | 減少 |
| 47 | USHY | Ishares Broad Usd High Yield | -0.5% | -0.58% | 減少 |
| 48 | COST | Costco Wholesale CORP | -0.6% | EXIT | 全売却 |
| 49 | SPHY | Ss Spdr P High Yield ETF | -1% | -8.28% | 減少 |
| 50 | AAPL | Apple INC | -2.5% | EXIT | 全売却 |