CIK: 0001791965
申告総資産額
$73.3億
上位200銘柄を表示中（全692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 | 4.84% | — | +11.29% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.09% | — | +24.34% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.85% | -0.34% | +7.95% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.37% | — | -6.26% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.19% | +0.08% | +91.54% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | — | +12.63% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.18% | — | +4.14% | |
| 8 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.16% | — | +90.62% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.11% | -0.23% | +92.75% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.09% | — | +23.77% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.05% | +0.41% | -61.61% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.05% | +0.19% | +18.88% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | — | +4.58% | |
| 14 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.01% | — | +64.05% | |
| 15 | XLB | Ss Materials Select Sector | ETF-その他 | 1.01% | -0.44% | +97.74% | |
| 16 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 1.00% | — | -16.81% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 0.95% | — | +107.16% | |
| 18 | PYPL | Paypal Holdings INC | 株式-金融 | 0.92% | — | +17.53% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.82% | — | -4.67% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | — | -27.66% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 0.78% | — | +298.62% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | — | +26.85% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | — | +33.68% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | — | +3.90% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | — | +15.99% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.68% | — | -6.20% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.68% | — | -3.45% | |
| 28 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.67% | — | +1.69% | |
| 29 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.65% | — | +13.02% | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.63% | — | +15.62% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.60% | — | +23.41% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.60% | -0.59% | +10.03% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | +6.58% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +2.03% | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.58% | — | +33.05% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | -4.30% | |
| 37 | ADI | Analog Devices INC | 株式-IT | 0.52% | — | +2.15% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | -1.43% | |
| 39 | BLKCHF | Blackrock INC | 株式-その他 | 0.47% | — | -3.49% | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.47% | — | +25.38% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.47% | -0.57% | +4.91% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.46% | — | +0.25% | |
| 43 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.45% | — | -2.53% | |
| 44 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.45% | — | -2.41% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.44% | — | +0.68% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.44% | — | -1.18% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.43% | — | +4.19% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | — | +9.18% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.43% | -0.02% | +72.40% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.43% | -0.14% | +0.26% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +0.9% | +91.54% | 増加 |
| 2 | VCR | Vanguard Consumer Discre ETF | +0.5% | +90.62% | 増加 |
| 3 | XLE | Ss Energy Select Sector | +0.5% | +107.16% | 増加 |
| 4 | XLB | Ss Materials Select Sector | +0.5% | +97.74% | 増加 |
| 5 | XLP | Ss Consumer Staples Sel Sect | +0.4% | +92.75% | 増加 |
| 6 | SPSB | Ss Spdr P St C CORP ETF | +0.3% | +64.05% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +12.63% | 増加 |
| 8 | AAPL | Apple INC | +0.2% | +11.29% | 増加 |
| 9 | TSLA | Tesla INC | +0.2% | +9.18% | 増加 |
| 10 | CVX | Chevron CORP | +0.2% | +94.33% | 増加 |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.2% | +106.87% | 増加 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +74.94% | 増加 |
| 13 | BA | Boeing Co/the | +0.1% | +112.17% | 増加 |
| 14 | TGT | Target CORP | +0.1% | +113.34% | 増加 |
| 15 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +651.00% | 増加 |
| 16 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +33.68% | 増加 |
| 17 | NFLX | Netflix INC | +0.1% | +184.16% | 増加 |
| 18 | PYPL | Paypal Holdings INC | +0.1% | +17.53% | 増加 |
| 19 | NVDA | Nvidia CORP | +0.1% | +72.40% | 増加 |
| 20 | QCOM | Qualcomm INC | +0.1% | +37.10% | 増加 |
| 21 | BND | Vanguard Total Bond Market | +0.1% | +90.86% | 増加 |
| 22 | VUG | Vanguard Growth ETF | +0.1% | +102.45% | 増加 |
| 23 | BIV | Vanguard Intermediate-term B | +0.1% | +211.91% | 増加 |
| 24 | NOW | Servicenow INC | +0.1% | +141.90% | 増加 |
| 25 | DIS | Walt Disney Co/the | +0.1% | +2.03% | 増加 |
| 26 | VOO | Vanguard S&p 500 ETF | +0.1% | +57.83% | 増加 |
| 27 | TMO | Thermo Fisher Scientific INC | +0.1% | +80.69% | 増加 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +15.99% | 増加 |
| 29 | V | Visa Inc-class A Shares | +0.1% | +26.85% | 増加 |
| 30 | IWM | Ishares Russell 2000 ETF | +0.1% | +26.07% | 増加 |
| 31 | NKE | Nike INC -cl B | +0.1% | +23.41% | 増加 |
| 32 | DHR | Danaher CORP | +0.1% | +33.05% | 増加 |
| 33 | CMCSA | Comcast Corp-class A | +0.1% | +25.38% | 増加 |
| 34 | ADI | Analog Devices INC | 0% | +2.15% | 増加 |
| 35 | AMZN | Amazon.com INC | 0% | +24.34% | 増加 |
| 36 | GLD | Spdr Gold Shares | 0% | +23.77% | 増加 |
| 37 | SBUX | Starbucks CORP | 0% | +1.69% | 増加 |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +18.88% | 増加 |
| 39 | META | Meta Platforms Inc-class A | 0% | -27.66% | 減少 |
| 40 | RPM | Rpm International INC | -0.2% | -49.52% | 減少 |
| 41 | AIT | Applied Industrial Tech INC | -0.2% | -61.88% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.3% | +7.95% | 増加 |
| 43 | SCHO | Schwab Short-term US Treas | -0.3% | -85.11% | 減少 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | -6.26% | 減少 |
| 45 | IFLN | Invesco Bloomberg Enhanced F | -0.4% | -16.81% | 減少 |
| 46 | XLRE | Ss Real Estate Select Sector | -0.5% | -96.57% | 減少 |
| 47 | AGG | Ishares Core U.s. Aggregate | -2.3% | -61.61% | 減少 |
| 48 | DXCM | Dexcom INC | — | NEW | 新規購入 |
| 49 | VGT | Vanguard Info Tech ETF | — | NEW | 新規購入 |
| 50 | XLI | Ss Industrial Select Sector | — | NEW | 新規購入 |