CIK: 0001840455
申告総資産額
$5.8億
上位200銘柄を表示中（全236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 | 3.29% | -0.30% | -0.68% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.95% | -0.67% | +0.71% | |
| 3 | KR | Kroger Co | 株式-生活必需品 | 2.84% | +0.46% | -24.00% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.18% | -0.68% | -36.13% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 2.04% | -0.25% | +0.70% | |
| 6 | COR | Cencora INC | 株式-ヘルスケア | 1.92% | -0.15% | -4.28% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.87% | -0.19% | -8.94% | |
| 8 | ADI | Analog Devices INC | 株式-IT | 1.73% | +0.35% | +6.10% | |
| 9 | BLK | Blackrock INC | 株式-金融 | 1.58% | -0.14% | +3.70% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.53% | +0.23% | -5.94% | |
| 11 | GD | General Dynamics CORP | 株式-資本財 | 1.50% | — | -4.05% | |
| 12 | LHX | L3harris Technologies INC | 株式-資本財 | 1.48% | +0.25% | +3.39% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.48% | +0.17% | +214.78% | |
| 14 | ICE | Intercontinental Exchange In | 株式-金融 | 1.48% | -0.14% | +3.15% | |
| 15 | PH | Parker Hannifin CORP | 株式-資本財 | 1.47% | — | +3.06% | |
| 16 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.43% | — | +2.39% | |
| 17 | NFLX | Netflix INC | 株式-通信サービス | 1.43% | — | +3052.52% | |
| 18 | CB | Chubb Limited | 株式-金融 | 1.41% | — | +1.88% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.40% | — | +29.34% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.40% | -0.11% | +2.40% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 1.34% | — | -1.74% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.27% | -0.16% | +3.58% | |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 1.26% | — | +56.13% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.25% | +0.10% | -4.78% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.21% | -0.13% | -10.16% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.16% | -0.20% | +0.79% | |
| 27 | TAX | Cambria Tax Aware ETF | ETF-その他 | 1.14% | — | -13.00% | |
| 28 | JKHY | Jack Henry & Associates INC | 株式-IT | 1.10% | -0.11% | +7.74% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 1.10% | — | +5.51% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.08% | — | -5.84% | |
| 31 | SYK | Stryker CORP | 株式-ヘルスケア | 1.07% | — | +103.70% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 1.06% | +0.17% | +0.48% | |
| 33 | ACN | Accenture plc | 株式-IT | 1.04% | -0.26% | +7.66% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | +5.71% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.00% | +0.26% | -1.03% | |
| 36 | EMR | Emerson Electric Co | 株式-資本財 | 0.97% | — | +1.21% | |
| 37 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-その他 | 0.96% | -0.11% | +6.74% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.95% | -0.14% | +8.27% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | -0.10% | +1.57% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.92% | -0.11% | +8.65% | |
| 41 | PSX | Phillips 66 | 株式-エネルギー | 0.91% | +0.38% | -0.57% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | +13.71% | |
| 43 | TXN | Texas Instruments INC | 株式-IT | 0.89% | — | -11.68% | |
| 44 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.85% | — | +104.66% | |
| 45 | APD | Air Products & Chemicals INC | 株式-素材 | 0.85% | +0.16% | +2.64% | |
| 46 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 0.82% | -0.19% | — | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | -0.12% | +1.40% | |
| 48 | AMD | Advanced Micro Devices | 株式-IT | 0.78% | — | +56.38% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | +0.27% | +17.82% | |
| 50 | APH | Amphenol Corp-cl A | 株式-IT | 0.70% | — | +60.79% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WMT | Walmart INC | +1% | +214.78% | 増加 |
| 2 | NFLX | Netflix INC | +0.9% | +3052.52% | 増加 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.7% | +104.66% | 増加 |
| 4 | AVGO | Broadcom INC | +0.5% | +0.70% | 増加 |
| 5 | ZTS | Zoetis INC | +0.5% | +510.07% | 増加 |
| 6 | SYK | Stryker CORP | +0.5% | +103.70% | 増加 |
| 7 | AMD | Advanced Micro Devices | +0.5% | +56.38% | 増加 |
| 8 | APH | Amphenol Corp-cl A | +0.5% | +60.79% | 増加 |
| 9 | COR | Cencora INC | +0.4% | -4.28% | 減少 |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.4% | +56.13% | 増加 |
| 11 | LHX | L3harris Technologies INC | +0.3% | +3.39% | 増加 |
| 12 | PH | Parker Hannifin CORP | +0.3% | +3.06% | 増加 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.3% | -10.16% | 減少 |
| 14 | ADI | Analog Devices INC | +0.3% | +6.10% | 増加 |
| 15 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.3% | +99.01% | 増加 |
| 16 | KLAC | Kla CORP | +0.3% | +80.69% | 増加 |
| 17 | LLY | Eli Lilly & Co | +0.2% | +8.27% | 増加 |
| 18 | JPM | Jpmorgan Chase & Co | +0.2% | +13.71% | 増加 |
| 19 | MS | Morgan Stanley | +0.2% | +85.05% | 増加 |
| 20 | ATO | Atmos Energy CORP | +0.2% | +303.68% | 増加 |
| 21 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +87.20% | 増加 |
| 22 | NVDA | Nvidia CORP | +0.2% | -8.94% | 減少 |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +29.34% | 増加 |
| 24 | CSCO | Cisco Systems INC | +0.1% | -1.74% | 減少 |
| 25 | VGT | Vanguard Info Tech ETF | +0.1% | +2.40% | 増加 |
| 26 | GD | General Dynamics CORP | +0.1% | -4.05% | 減少 |
| 27 | MSFT | Microsoft CORP | 0% | +0.71% | 増加 |
| 28 | AAPL | Apple INC | -0.2% | -0.68% | 減少 |
| 29 | ACN | Accenture plc | -0.4% | +7.66% | 増加 |
| 30 | MDT | Medtronic plc | -0.7% | -74.88% | 減少 |
| 31 | UPS | United Parcel Service-cl B | -0.7% | -93.30% | 減少 |
| 32 | JNJ | Johnson & Johnson | -1% | -73.25% | 減少 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.2% | -36.13% | 減少 |
| 34 | KR | Kroger Co | -1.3% | -24.00% | 減少 |
| 35 | UNH | Unitedhealth Group INC | -1.6% | -72.43% | 減少 |
| 36 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | 全売却 |
| 37 | BITB | Bitwise Bitcoin ETF | — | NEW | 新規購入 |
| 38 | KEY | Keycorp | — | EXIT | 全売却 |
| 39 | CBSH | Commerce Bancshares INC | — | EXIT | 全売却 |
| 40 | BRO | Brown & Brown INC | — | EXIT | 全売却 |
| 41 | APP | Applovin Corp-class A | — | NEW | 新規購入 |
| 42 | BPOP | Popular INC | — | NEW | 新規購入 |
| 43 | DFAW | Dimensional World Eqty ETF | — | NEW | 新規購入 |
| 44 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |
| 45 | IWF | Ishares Russell 1000 Growth | — | NEW | 新規購入 |
| 46 | AWK | American Water Works Co INC | — | EXIT | 全売却 |
| 47 | TTD | Trade Desk Inc/the -class A | — | EXIT | 全売却 |
| 48 | TJX | Tjx Companies INC | — | NEW | 新規購入 |
| 49 | L | Loews CORP | — | NEW | 新規購入 |
| 50 | IYZ | Ishares US Telecommunication | — | NEW | 新規購入 |