CIK: 0001773205
申告総資産額
$10.8億
上位200銘柄を表示中（全267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 | 5.61% | +1.10% | -2.41% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.31% | — | -10.04% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.50% | +0.45% | +3.51% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.80% | +0.13% | -7.48% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.80% | — | +1.64% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.66% | — | +42.63% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.54% | — | -2.47% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.25% | -0.15% | +4.45% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.25% | — | -0.06% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.95% | — | -1.94% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.41% | -0.47% | +3.15% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.37% | — | -6.49% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.31% | — | -21.08% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.23% | — | +23.93% | |
| 15 | GS | Goldman Sachs Group INC | 株式-金融 | 1.22% | — | -0.97% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.19% | -0.53% | -4.01% | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.19% | — | +3.27% | |
| 18 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.17% | — | +24.05% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.17% | — | +17.27% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.17% | — | -5.98% | |
| 21 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.11% | — | +13.33% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.10% | — | +1934.71% | |
| 23 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.09% | — | +14.46% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.97% | — | -4.22% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | -0.32% | -14.98% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.85% | — | -9.31% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.85% | -0.12% | -9.77% | |
| 28 | AMD | Advanced Micro Devices | 株式-IT | 0.81% | +1.98% | -27.49% | |
| 29 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.80% | — | +3.24% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.78% | — | +93.43% | |
| 31 | AXP | American Express Co | 株式-金融 | 0.77% | — | -0.85% | |
| 32 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.75% | -0.85% | EXIT | |
| 33 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.74% | -0.21% | -21.30% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.70% | — | +0.54% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.68% | -0.55% | +141.48% | |
| 36 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.67% | -0.66% | +402.23% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | +74.69% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.64% | — | +41.78% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | — | -19.65% | |
| 40 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.60% | — | +0.99% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.60% | -0.18% | +0.43% | |
| 42 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.58% | — | +11.03% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.57% | -0.28% | +58.21% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.57% | — | +2.98% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.56% | -0.74% | EXIT | |
| 46 | DAL | Delta Air Lines INC | 株式-資本財 | 0.55% | — | +2.41% | |
| 47 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 0.55% | -0.56% | +362.36% | |
| 48 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 0.55% | -0.73% | +554.38% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.55% | — | +76.95% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.55% | — | -8.69% |