CIK: 0001773205
申告総資産額
$10.8億
上位200銘柄を表示中（全261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 | 5.36% | +1.10% | +0.20% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.12% | +0.13% | -3.35% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.83% | — | -3.03% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.61% | +0.45% | +3.28% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.90% | — | -9.83% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.89% | — | +4.11% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.64% | — | -0.95% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.36% | — | -15.20% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.00% | — | -5.65% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.87% | -0.15% | +2.04% | |
| 11 | GS | Goldman Sachs Group INC | 株式-金融 | 1.74% | — | -7.72% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.36% | — | +1.65% | |
| 13 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.31% | — | +1.83% | |
| 14 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.26% | — | +2.66% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.24% | — | -0.50% | |
| 16 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 1.24% | — | +3.30% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.22% | -0.32% | -0.73% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.22% | -0.67% | +5.59% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.17% | — | +61.52% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.08% | — | +5.23% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.00% | — | -0.45% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 0.99% | — | +7.18% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.98% | — | +7.45% | |
| 24 | AMD | Advanced Micro Devices | 株式-IT | 0.87% | +1.98% | -15.13% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.86% | — | -5.22% | |
| 26 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.85% | -0.85% | EXIT | |
| 27 | AMAT | Applied Materials INC | 株式-IT | 0.84% | -0.21% | -2.99% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | — | -3.23% | |
| 29 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.81% | -0.21% | -9.50% | |
| 30 | RTX | Rtx CORP | 株式-資本財 | 0.81% | — | -13.04% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.81% | -0.66% | -0.64% | |
| 32 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 0.80% | -0.73% | +5.00% | |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.79% | — | +5.16% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | — | -9.65% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.75% | -0.12% | -0.79% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | -0.12% | +6.46% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.74% | -0.74% | EXIT | |
| 38 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.70% | — | -4.70% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.70% | — | -0.03% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.69% | — | -2.31% | |
| 41 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.67% | -0.64% | -8.75% | |
| 42 | BLK | Blackrock INC | 株式-金融 | 0.64% | — | +2.58% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.62% | -0.28% | +2.31% | |
| 44 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.61% | -0.61% | EXIT | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.60% | — | +0.11% | |
| 46 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 0.58% | -0.56% | -4.97% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.58% | -0.18% | +0.68% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.57% | -0.55% | -8.70% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.56% | -0.53% | -39.06% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | — | -0.88% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +0.5% | +61.52% | 増加 |
| 2 | FDVV | Fidelity High Dividend ETF | +0.4% | +2038.62% | 増加 |
| 3 | CVX | Chevron CORP | +0.4% | -0.73% | 減少 |
| 4 | FTNT | Fortinet INC | +0.3% | +1025.75% | 増加 |
| 5 | XLE | Ss Energy Select Sector | +0.3% | +665.53% | 増加 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | +251.99% | 増加 |
| 7 | VRT | Vertiv Holdings Co-a | +0.2% | -2.25% | 減少 |
| 8 | AMAT | Applied Materials INC | +0.2% | -2.99% | 減少 |
| 9 | PYLD | Pimco Multisector Bond Actv | +0.2% | +579.12% | 増加 |
| 10 | GLW | Corning INC | +0.2% | -3.66% | 減少 |
| 11 | DOW | Dow INC | +0.1% | +4.56% | 増加 |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.23% | 増加 |
| 13 | KO | Coca-cola Co/the | +0.1% | -0.45% | 減少 |
| 14 | PG | Procter & Gamble Co/the | +0.1% | +7.45% | 増加 |
| 15 | DELL | Dell Technologies -c | +0.1% | +1.62% | 増加 |
| 16 | PSX | Phillips 66 | +0.1% | +0.58% | 増加 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +0.04% | 増加 |
| 18 | CAT | Caterpillar INC | +0.1% | -1.23% | 減少 |
| 19 | MLPX | Global X Mlp & Energy Infras | +0.1% | +1.18% | 増加 |
| 20 | RTX | Rtx CORP | 0% | -13.04% | 減少 |
| 21 | PANW | Palo Alto Networks INC | -0.1% | -1.00% | 減少 |
| 22 | AMZN | Amazon.com INC | -0.1% | +4.11% | 増加 |
| 23 | UNH | Unitedhealth Group INC | -0.1% | -0.38% | 減少 |
| 24 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -8.70% | 減少 |
| 25 | IBM | Intl Business Machines CORP | -0.1% | +0.68% | 増加 |
| 26 | ISRG | Intuitive Surgical INC | -0.1% | -1.08% | 減少 |
| 27 | AVGO | Broadcom INC | -0.1% | -5.22% | 減少 |
| 28 | AXP | American Express Co | -0.1% | -0.03% | 減少 |
| 29 | FSIG | Ft LTD Duration Inv Grade | -0.1% | -22.11% | 減少 |
| 30 | DWAS | Invesco Dorsey Wright Smallc | -0.1% | -67.17% | 減少 |
| 31 | GS | Goldman Sachs Group INC | -0.1% | -7.72% | 減少 |
| 32 | AAPL | Apple INC | -0.2% | +0.20% | 増加 |
| 33 | CRM | Salesforce INC | -0.2% | -0.06% | 減少 |
| 34 | AMD | Advanced Micro Devices | -0.2% | -15.13% | 減少 |
| 35 | JPM | Jpmorgan Chase & Co | -0.2% | -0.95% | 減少 |
| 36 | META | Meta Platforms Inc-class A | -0.2% | +2.04% | 増加 |
| 37 | AVSC | Avantis US Small Cap Equity | -0.2% | -78.63% | 減少 |
| 38 | QCOM | Qualcomm INC | -0.2% | +7.18% | 増加 |
| 39 | ORCL | Oracle CORP | -0.2% | -2.31% | 減少 |
| 40 | INTC | Intel CORP | -0.2% | -73.14% | 減少 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.3% | -3.03% | 減少 |
| 42 | NVDA | Nvidia CORP | -0.3% | -3.35% | 減少 |
| 43 | IVE | Ishares S&p 500 Value ETF | -0.3% | -39.06% | 減少 |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.3% | -9.83% | 減少 |
| 45 | LLY | Eli Lilly & Co | -0.4% | -5.65% | 減少 |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.5% | -15.20% | 減少 |
| 47 | MSFT | Microsoft CORP | -0.8% | +3.28% | 増加 |
| 48 | FESM | Fidelity Enhanced Small Cap | — | NEW | 新規購入 |
| 49 | FEOE | First Eagle Overseas Eq ETF | — | NEW | 新規購入 |
| 50 | GLD | Spdr Gold Shares | — | EXIT | 全売却 |