CIK: 0001773205
申告総資産額
$10.8億
上位200銘柄を表示中（全284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 | 5.16% | +1.10% | +1.03% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.59% | — | -5.85% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.95% | +0.45% | +3.07% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.44% | +0.13% | +5.89% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.69% | — | -3.14% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.58% | — | -3.23% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.42% | — | -3.61% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.40% | — | +4.00% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.99% | -0.15% | -5.02% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.98% | — | +9.27% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.45% | — | +3.84% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.37% | -0.47% | +2.96% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.27% | — | -12.49% | |
| 14 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.17% | — | +11.18% | |
| 15 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.17% | — | +0.19% | |
| 16 | GS | Goldman Sachs Group INC | 株式-金融 | 1.16% | — | -10.95% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 1.15% | — | -3.33% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.13% | — | +1.02% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.11% | -0.67% | +173.62% | |
| 20 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.10% | — | +2.36% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.10% | -0.53% | -0.82% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.02% | -0.32% | +6.97% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.00% | — | -12.64% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.93% | — | +3.19% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.92% | — | -12.17% | |
| 26 | CRM | Salesforce INC | 株式-IT | 0.90% | — | +64.27% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.87% | — | +4.40% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.84% | -0.66% | +12.46% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.84% | — | -10.57% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | — | +35.92% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.81% | -0.12% | +89.49% | |
| 32 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.81% | -0.85% | EXIT | |
| 33 | CTAS | Cintas CORP | 株式-資本財 | 0.76% | — | +285.73% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.74% | -0.12% | +5.94% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.73% | -0.55% | +9.68% | |
| 36 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 0.72% | -0.73% | +23.74% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.71% | — | -5.51% | |
| 38 | RTX | Rtx CORP | 株式-資本財 | 0.71% | — | -21.04% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.70% | — | -2.99% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.68% | -0.74% | EXIT | |
| 41 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.67% | -0.21% | -26.90% | |
| 42 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.65% | — | +15.06% | |
| 43 | BLK | Blackrock INC | 株式-金融 | 0.65% | — | -3.14% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.62% | -0.18% | -3.38% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.62% | -0.64% | +12.32% | |
| 46 | AMD | Advanced Micro Devices | 株式-IT | 0.61% | +1.98% | +19.00% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.60% | -0.28% | +6.45% | |
| 48 | FSIG | Ft LTD Duration Inv Grade | ETF-その他 | 0.59% | -0.48% | EXIT | |
| 49 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.57% | — | -2.14% | |
| 50 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 0.57% | -0.56% | +4.55% |