CIK: 0001773205
申告総資産額
$10.8億
上位200銘柄を表示中（全233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 | 6.54% | — | +0.95% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.05% | +0.45% | +1.86% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.04% | +1.10% | +0.05% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.88% | +0.13% | +11.87% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.19% | — | +0.82% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.87% | — | +3.07% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.56% | — | +0.55% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.22% | -0.15% | +2.03% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.05% | — | +8.36% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 1.98% | — | -12.96% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.84% | — | +2.96% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.59% | — | -0.95% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.51% | -0.47% | +0.71% | |
| 14 | AMD | Advanced Micro Devices | 株式-IT | 1.44% | +1.98% | +1.36% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.41% | -0.53% | +1.47% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.31% | -0.32% | +4.04% | |
| 17 | GS | Goldman Sachs Group INC | 株式-金融 | 1.25% | — | +0.51% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.25% | — | +18.98% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.14% | — | +0.67% | |
| 20 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.12% | — | +14.47% | |
| 21 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.11% | -0.21% | +0.39% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | -0.60% | |
| 23 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.07% | — | +55.40% | |
| 24 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.07% | — | +54.95% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.07% | — | +1.50% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.02% | -0.12% | +33.47% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 1.00% | — | +9.46% | |
| 28 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.92% | — | -8.72% | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.92% | — | +29.11% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.91% | — | +31.44% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.91% | — | +12.14% | |
| 32 | BLKCHF | Blackrock INC | 株式-その他 | 0.85% | — | -0.13% | |
| 33 | AXP | American Express Co | 株式-金融 | 0.81% | — | +43.57% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.78% | — | +4.45% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | -0.10% | |
| 36 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.70% | -0.85% | EXIT | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.68% | — | +24.69% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.68% | — | +0.78% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.67% | — | +7.86% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.67% | — | +2.03% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | -8.51% | |
| 42 | DAL | Delta Air Lines INC | 株式-資本財 | 0.64% | — | -1.15% | |
| 43 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.61% | — | +18.32% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | -0.18% | +52.80% | |
| 45 | PRU | Prudential Financial INC | 株式-金融 | 0.59% | — | -0.42% | |
| 46 | AMAT | Applied Materials INC | 株式-IT | 0.58% | -0.21% | +0.61% | |
| 47 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.58% | — | +19.76% | |
| 48 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.57% | — | +41.93% | |
| 49 | DUK | Duke Energy CORP | 株式-公益事業 | 0.56% | — | +1.91% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | +54.39% |