CIK: 0001791965
申告総資産額
$73.3億
上位200銘柄を表示中（全605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 | 4.66% | — | +291.98% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.39% | +0.41% | +78.03% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.11% | -0.34% | +5.57% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.08% | — | +2.84% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.70% | — | -23.00% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 1.46% | — | +6.09% | |
| 7 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 1.42% | — | +37.39% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.27% | +0.08% | -50.74% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | — | +0.36% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | — | +23.02% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.08% | — | +24.12% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.07% | +0.19% | +35.91% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 0.96% | — | +5.88% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.92% | — | +15.66% | |
| 15 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.91% | — | +32.73% | |
| 16 | NEE | Nextera Energy INC | 株式-公益事業 | 0.88% | — | -1.12% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | — | +109.34% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.83% | — | -0.45% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 0.81% | — | +35.81% | |
| 20 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.76% | — | +34.73% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | — | +46.15% | |
| 22 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.68% | — | +52.23% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.68% | -0.23% | -3.12% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.66% | — | +7.11% | |
| 25 | ADBE | Adobe INC | 株式-IT | 0.66% | — | +46.71% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.64% | — | -16.66% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.64% | -0.59% | +62.36% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | +2.94% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | — | +3.12% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.63% | — | +1.25% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | — | +59.60% | |
| 32 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.59% | — | +14.45% | |
| 33 | XLB | Ss Materials Select Sector | ETF-その他 | 0.56% | -0.44% | — | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | — | -23.91% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.54% | — | +53.01% | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.53% | — | +25.25% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.52% | — | +60.75% | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.51% | -0.46% | — | |
| 39 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.51% | — | +16.35% | |
| 40 | APD | Air Products & Chemicals INC | 株式-素材 | 0.50% | — | -0.09% | |
| 41 | ADI | Analog Devices INC | 株式-IT | 0.49% | — | +0.76% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.49% | — | +146.77% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.48% | -0.14% | -28.94% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | +0.14% | |
| 45 | TXN | Texas Instruments INC | 株式-IT | 0.48% | -0.57% | +12.78% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.48% | — | -13.91% | |
| 47 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.48% | — | -11.01% | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.48% | — | +3.31% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.46% | — | +0.28% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | -3.22% |