CIK: 0001773205
申告総資産額
$10.8億
上位200銘柄を表示中（全270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 | 5.74% | +1.10% | -0.70% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.09% | — | -2.05% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.28% | +0.45% | +1.37% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.01% | +0.13% | -0.51% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.19% | — | +1.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.82% | — | +1.31% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.79% | — | +6.92% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.45% | — | +0.07% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.13% | -0.15% | -3.77% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.68% | — | +3.25% | |
| 11 | GS | Goldman Sachs Group INC | 株式-金融 | 1.36% | — | +0.08% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.24% | -0.47% | +1.25% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.22% | — | +3.49% | |
| 14 | QCOM | Qualcomm INC | 株式-IT | 1.19% | — | +4.47% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.18% | — | +2.11% | |
| 16 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.14% | — | +4.78% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.11% | — | +6.12% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 1.11% | — | -0.63% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.11% | -0.53% | +0.17% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | +1.19% | |
| 21 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.08% | — | +3.64% | |
| 22 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.04% | — | +4.07% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.00% | — | +2.84% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.92% | — | -1.98% | |
| 25 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.86% | — | -0.12% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.82% | -0.32% | -0.73% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.81% | — | +4.93% | |
| 28 | AXP | American Express Co | 株式-金融 | 0.79% | — | -1.90% | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.79% | — | +0.60% | |
| 30 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.78% | -0.21% | +2.75% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.75% | -0.66% | +17.51% | |
| 32 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.75% | -0.85% | EXIT | |
| 33 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.74% | -0.12% | +0.25% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.72% | — | +2.74% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | -0.55% | +3.99% | |
| 36 | BLK | Blackrock INC | 株式-金融 | 0.72% | — | — | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.68% | — | +2.28% | |
| 38 | DAL | Delta Air Lines INC | 株式-資本財 | 0.63% | — | +0.02% | |
| 39 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.62% | — | +0.15% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.61% | -0.74% | EXIT | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.60% | -0.28% | +2.32% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.60% | — | -0.85% | |
| 43 | AMD | Advanced Micro Devices | 株式-IT | 0.60% | +1.98% | +4.35% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | -0.38% | |
| 45 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 0.58% | -0.73% | +13.07% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.58% | — | +3.96% | |
| 47 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 0.57% | -0.56% | +6.26% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.57% | -0.18% | -0.42% | |
| 49 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.56% | -0.64% | +6.73% | |
| 50 | FSIG | Ft LTD Duration Inv Grade | ETF-その他 | 0.53% | -0.48% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock INC | +0.7% | NEW | 新規購入 |
| 2 | AMZN | Amazon.com INC | +0.4% | +1.05% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.31% | 増加 |
| 4 | VRT | Vertiv Holdings Co-a | +0.3% | NEW | 新規購入 |
| 5 | AVGO | Broadcom INC | +0.3% | +66.71% | 増加 |
| 6 | NVDA | Nvidia CORP | +0.2% | -0.51% | 減少 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +0.07% | 増加 |
| 8 | BITB | Bitwise Bitcoin ETF | +0.2% | NEW | 新規購入 |
| 9 | FBND | Fidelity Total Bond ETF | +0.2% | +72.30% | 増加 |
| 10 | FBUF | Fidelity Dyn Buff Eqty ETF | +0.2% | NEW | 新規購入 |
| 11 | GS | Goldman Sachs Group INC | +0.1% | +0.08% | 増加 |
| 12 | TFC | Truist Financial CORP | +0.1% | NEW | 新規購入 |
| 13 | DVN | Devon Energy CORP | +0.1% | +164.59% | 増加 |
| 14 | HPQ | Hp INC | +0.1% | NEW | 新規購入 |
| 15 | AAPL | Apple INC | +0.1% | -0.70% | 減少 |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +6.92% | 増加 |
| 17 | TSLA | Tesla INC | +0.1% | -6.79% | 減少 |
| 18 | KHC | Kraft Heinz Co/the | +0.1% | NEW | 新規購入 |
| 19 | CRWD | Crowdstrike Holdings INC - A | +0.1% | NEW | 新規購入 |
| 20 | CMCSA | Comcast Corp-class A | +0.1% | NEW | 新規購入 |
| 21 | CRM | Salesforce INC | +0.1% | +2.28% | 増加 |
| 22 | RDVY | First Trust Rising Dividend | +0.1% | +17.51% | 増加 |
| 23 | DAL | Delta Air Lines INC | +0.1% | +0.02% | 増加 |
| 24 | CTAS | Cintas CORP | +0.1% | +121.85% | 増加 |
| 25 | MAR | Marriott International -cl A | +0.1% | -0.12% | 減少 |
| 26 | CSCO | Cisco Systems INC | +0.1% | +2.74% | 増加 |
| 27 | DIS | Walt Disney Co/the | +0.1% | +2.62% | 増加 |
| 28 | MRK | Merck & Co. INC. | +0.1% | +39.28% | 増加 |
| 29 | AGG | Ishares Core U.s. Aggregate | +0.1% | +18.45% | 増加 |
| 30 | V | Visa Inc-class A Shares | +0.1% | +5.53% | 増加 |
| 31 | CAH | Cardinal Health INC | 0% | +2.75% | 増加 |
| 32 | IVW | Ishares S&p 500 Growth ETF | 0% | +3.99% | 増加 |
| 33 | CVS | Cvs Health CORP | -0.1% | -11.16% | 減少 |
| 34 | STLA | Stellantis N.V. | -0.1% | EXIT | 全売却 |
| 35 | LOW | Lowe's Cos INC | -0.1% | +0.25% | 増加 |
| 36 | DEO | Diageo Plc-sponsored Adr | -0.1% | EXIT | 全売却 |
| 37 | UNH | Unitedhealth Group INC | -0.1% | -0.38% | 減少 |
| 38 | QCOM | Qualcomm INC | -0.1% | +4.47% | 増加 |
| 39 | MDT | Medtronic plc | -0.1% | EXIT | 全売却 |
| 40 | AB | Alliancebernstein Holding LP | -0.1% | EXIT | 全売却 |
| 41 | ABBV | Abbvie INC | -0.1% | +3.49% | 増加 |
| 42 | LULU | Lululemon Athletica INC | -0.2% | -89.64% | 減少 |
| 43 | UPS | United Parcel Service-cl B | -0.2% | -20.14% | 減少 |
| 44 | KO | Coca-cola Co/the | -0.2% | +2.84% | 増加 |
| 45 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +1.25% | 増加 |
| 46 | AMD | Advanced Micro Devices | -0.2% | +4.35% | 増加 |
| 47 | INTC | Intel CORP | -0.2% | -19.88% | 減少 |
| 48 | CAT | Caterpillar INC | -0.2% | -60.72% | 減少 |
| 49 | TMUS | T-mobile US INC | -0.3% | -75.27% | 減少 |
| 50 | LLY | Eli Lilly & Co | -0.3% | +3.25% | 増加 |