CIK: 0002043084
申告総資産額
$1.5億
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 11.68% | +0.43% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 7.85% | -0.31% | — | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.27% | -0.43% | — | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.96% | -0.38% | — | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.36% | -0.24% | — | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.04% | — | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.97% | -0.13% | — | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.91% | -0.25% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.06% | -0.05% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.03% | -0.04% | — | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.90% | -0.35% | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.34% | — | |
| 13 | CAVA | Cava Group INC | 株式-一般消費財 | 1.86% | +0.36% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.69% | -0.03% | — | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.63% | +0.25% | — | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.61% | — | — | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.53% | — | — | |
| 18 | CRM | Salesforce INC | 株式-IT | 1.48% | -1.05% | EXIT | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.47% | -0.09% | — | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.46% | -0.16% | — | |
| 21 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.37% | -0.06% | — | |
| 22 | NFLX | Netflix INC | 株式-通信サービス | 1.34% | — | — | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.33% | — | — | |
| 24 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.31% | -0.09% | — | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.23% | — | — | |
| 26 | LZ | Legalzoomcom INC | 株式-その他 | 1.21% | -0.60% | — | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.19% | +0.10% | — | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.17% | -0.06% | — | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.16% | +0.19% | — | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.13% | — | — | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 1.08% | -0.24% | — | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.00% | — | — | |
| 33 | PANW | Palo Alto Networks INC | 株式-IT | 0.98% | -0.10% | — | |
| 34 | BXP | Bxp INC | 株式-不動産 | 0.98% | -0.55% | EXIT | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.89% | — | — | |
| 36 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.87% | — | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | -0.09% | — | |
| 38 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.76% | — | — | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | +0.20% | — | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.20% | — | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.72% | — | — | |
| 42 | HNST | Honest Co Inc/the | 株式-その他 | 0.72% | — | — | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.71% | — | — | |
| 44 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.70% | -0.15% | — | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.67% | +0.21% | — | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.64% | -0.16% | EXIT | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.63% | — | — | |
| 48 | AMD | Advanced Micro Devices | 株式-IT | 0.56% | — | — | |
| 49 | T | At&t INC | 株式-通信サービス | 0.52% | — | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | — | — |