CIK: 0001777817
申告総資産額
$7.1億
| # | 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 8.33% | -0.72% | -1.74% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 7.65% | -0.42% | +3.58% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.30% | +0.71% | +208.94% | |
| 4 | VNLA | Janus Henderson Short Durati | ETF-その他 | 5.59% | -0.21% | +10.21% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 5.53% | — | +9.58% | |
| 6 | JSMD | Janus Small Mid Cap Gr Alp | ETF-その他 | 4.94% | — | -1.34% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.52% | — | -3.72% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.29% | -0.44% | -1.77% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.26% | -0.24% | -7.09% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.62% | — | +1.47% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.55% | -0.41% | +1.35% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.41% | +0.03% | -1.69% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.38% | — | +1.37% | |
| 14 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 1.35% | +0.06% | -0.05% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.35% | — | +1.13% | |
| 16 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.11% | +0.14% | -0.49% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.07% | -0.20% | -5.30% | |
| 18 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 1.05% | +0.21% | -0.10% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.05% | — | +1.05% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.04% | +0.12% | -3.48% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | — | -2.67% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.93% | +0.06% | +1.24% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.91% | -0.10% | -0.32% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.89% | — | -0.33% | |
| 25 | AMAT | Applied Materials INC | 株式-IT | 0.85% | +0.28% | -0.33% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 0.84% | +0.11% | +1.07% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.83% | -0.10% | +4.40% | |
| 28 | ADSK | Autodesk INC | 株式-IT | 0.82% | -0.10% | +0.72% | |
| 29 | ADI | Analog Devices INC | 株式-IT | 0.82% | +0.10% | +0.69% | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.81% | — | -0.46% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.81% | -0.59% | EXIT | |
| 32 | ICE | Intercontinental Exchange In | 株式-金融 | 0.81% | — | -1.05% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.77% | -0.58% | -11.36% | |
| 34 | GD | General Dynamics CORP | 株式-資本財 | 0.76% | — | +0.60% | |
| 35 | KLAC | Kla CORP | 株式-IT | 0.76% | +0.15% | +0.50% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.75% | — | +1.30% | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.72% | — | +2.21% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | +0.09% | +3.40% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.67% | -0.10% | +3.27% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.66% | — | +4.34% | |
| 41 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.65% | — | +3.43% | |
| 42 | GEHC | GE Healthcare Technology | 株式-ヘルスケア | 0.59% | — | +4.21% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | -1.82% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.22% | -0.99% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.54% | — | +4.94% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | -0.01% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | -0.84% | |
| 48 | KEL | Kellanova | 株式-その他 | 0.51% | — | -3.21% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.51% | — | -6.39% | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.49% | +0.12% | -3.48% |