CIK: 0001773205
申告総資産額
$10.8億
上位200銘柄を表示中（全297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 | NVDA | Nvidia CORP | 株式-IT | 5.38% | +0.13% | +9.99% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.95% | +1.10% | +0.98% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.65% | — | +5.17% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.52% | +0.45% | +1.30% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.20% | — | +1.60% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.68% | — | +2.56% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.60% | — | +0.77% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.60% | — | +2.76% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.19% | -0.15% | +1.65% | |
| 10 | GS | Goldman Sachs Group INC | 株式-金融 | 1.63% | — | +0.66% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.62% | — | +5.53% | |
| 12 | ORCL | Oracle CORP | 株式-IT | 1.38% | — | +0.84% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.31% | -0.47% | +0.88% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.27% | — | +8.55% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.19% | — | +2.59% | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 1.06% | — | +3.11% | |
| 17 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.06% | — | +6.50% | |
| 18 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.05% | — | +6.43% | |
| 19 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.02% | -0.67% | +0.42% | |
| 20 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.02% | — | +9.14% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.97% | -0.53% | +0.20% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.93% | — | +7.71% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.89% | — | +2.20% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | +5.23% | |
| 25 | AMD | Advanced Micro Devices | 株式-IT | 0.86% | +1.98% | +4.92% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.86% | — | +1.55% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.82% | -0.66% | +1.07% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | -0.32% | +1.94% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | -0.55% | -0.83% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.78% | — | +3.00% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.75% | — | +2.91% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | — | +4.03% | |
| 33 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.73% | -0.85% | EXIT | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.72% | — | +5.07% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | -0.12% | +4.76% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.70% | — | -0.27% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.69% | -0.12% | +3.67% | |
| 38 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 0.68% | -0.73% | +2.83% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.67% | — | +3.32% | |
| 40 | BLK | Blackrock INC | 株式-金融 | 0.67% | — | +2.90% | |
| 41 | CTAS | Cintas CORP | 株式-資本財 | 0.66% | — | +4.07% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.63% | -0.74% | EXIT | |
| 43 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.62% | -0.21% | -0.53% | |
| 44 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.61% | -0.28% | +0.05% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.60% | -0.64% | +1.65% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.59% | — | +6.44% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | -0.18% | +1.03% | |
| 48 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 0.58% | -0.56% | -0.42% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | — | +3.34% | |
| 50 | PANW | Palo Alto Networks INC | 株式-IT | 0.55% | — | +3.95% |