CIK: 0001773205
申告総資産額
$10.8億
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.62% | — | -0.09% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.35% | +1.10% | -0.18% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.98% | +0.45% | +1.07% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.99% | — | +0.88% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.90% | — | +1.51% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.43% | — | -1.10% | |
| 7 | QCOM | Qualcomm INC | 株式-IT | 2.18% | — | +3.81% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.13% | +0.13% | +6.70% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.83% | — | +6.45% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.78% | -0.15% | +1.98% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.60% | -0.47% | +1.41% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.59% | — | -0.80% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.54% | — | +1.04% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.45% | -0.53% | +491.81% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.33% | -0.32% | +1.41% | |
| 16 | AMD | Advanced Micro Devices | 株式-IT | 1.31% | +1.98% | +5.31% | |
| 17 | GS | Goldman Sachs Group INC | 株式-金融 | 1.30% | — | +3.06% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.18% | — | +0.47% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.14% | — | +2.59% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.13% | — | +2.10% | |
| 21 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.12% | -0.21% | -0.39% | |
| 22 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.11% | — | +1.93% | |
| 23 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.01% | — | +1.85% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | — | +3.77% | |
| 25 | BLKCHF | Blackrock INC | 株式-その他 | 0.93% | — | +1.64% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.89% | — | +50.82% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.89% | — | -19.97% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.88% | — | +1.65% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.86% | — | +7.12% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.78% | — | +411.67% | |
| 31 | GTO | Invesco Total Return Bond Et | ETF-その他 | 0.78% | — | +3.79% | |
| 32 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.78% | — | +3.52% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.78% | — | +1.90% | |
| 34 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.77% | -0.85% | EXIT | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.75% | -0.12% | +4.73% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | — | -21.98% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.72% | — | +3.22% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | — | +4.21% | |
| 39 | RTX | Rtx CORP | 株式-資本財 | 0.69% | — | +5.69% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.67% | — | +4.79% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.63% | -0.27% | +0.02% | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.62% | — | -2.82% | |
| 43 | DAL | Delta Air Lines INC | 株式-資本財 | 0.61% | — | +3.35% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.60% | — | -31.01% | |
| 45 | PRU | Prudential Financial INC | 株式-金融 | 0.58% | — | +0.05% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.58% | — | +2.39% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.55% | — | -0.50% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.54% | — | +2.45% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.52% | — | +1.95% | |
| 50 | AXP | American Express Co | 株式-金融 | 0.52% | — | +0.20% |