CIK: 0002077080
申告総資産額
$80.2億
上位200銘柄を表示中（全588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 | 4.89% | -0.31% | -0.07% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.47% | -0.87% | +1.12% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.16% | -0.34% | -0.14% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.64% | — | +4.57% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.82% | -0.27% | -1.84% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.72% | -0.30% | +3.58% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.29% | -0.23% | -0.48% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.78% | -0.14% | +0.12% | |
| 9 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.58% | +0.10% | +12.64% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.44% | — | +2.73% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.37% | — | +0.39% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.24% | +0.06% | +7.07% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 1.20% | — | +6.25% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.19% | -0.17% | +36.82% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.18% | +0.09% | -0.04% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.17% | — | -0.11% | |
| 17 | CAT | Caterpillar INC | 株式-資本財 | 1.16% | +0.22% | -4.33% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | -0.12% | +3.03% | |
| 19 | RTX | Rtx CORP | 株式-資本財 | 1.07% | — | -0.49% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.07% | -0.20% | -0.70% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.06% | — | +0.43% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.04% | -0.07% | +1.57% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | +0.47% | +2.49% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | — | -2.70% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.01% | +0.11% | +1.03% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.85% | -0.10% | +26.84% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | +3.36% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +7.22% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.82% | +0.19% | +1.69% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.82% | — | +1.28% | |
| 31 | ETN | Eaton Corporation plc | 株式-資本財 | 0.81% | +0.12% | +1.14% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | +0.07% | +10.33% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | +0.06% | +10.67% | |
| 34 | CB | Chubb Limited | 株式-金融 | 0.77% | — | +0.95% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | +3.44% | |
| 36 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.74% | — | +3.20% | |
| 37 | AMP | Ameriprise Financial INC | 株式-金融 | 0.72% | — | +5.90% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.72% | -0.07% | +12.26% | |
| 39 | WMB | Williams Cos INC | 株式-エネルギー | 0.72% | +0.12% | -0.18% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.69% | -0.27% | +1.96% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.69% | — | +3.13% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | +0.09% | -3.22% | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.65% | -0.10% | +0.97% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.61% | -0.16% | -0.70% | |
| 45 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.58% | -0.11% | +1.13% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.57% | +0.20% | -2.68% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.55% | — | +0.34% | |
| 48 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.53% | +0.12% | +1.68% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.51% | +0.09% | +7.44% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.49% | — | -1.83% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.84% | 減少 |
| 2 | LLY | Eli Lilly & Co | +0.4% | +26.84% | 増加 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +2.73% | 増加 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +36.82% | 増加 |
| 5 | MRK | Merck & Co. INC. | +0.2% | +1.03% | 増加 |
| 6 | MMIT | Nyli Mackay Muni Intrm ETF | +0.2% | +96.49% | 増加 |
| 7 | GVI | Ishares Intermediate Governm | +0.1% | +12.64% | 増加 |
| 8 | AAPL | Apple INC | +0.1% | -0.07% | 減少 |
| 9 | AMZN | Amazon.com INC | +0.1% | +3.58% | 増加 |
| 10 | CAT | Caterpillar INC | +0.1% | -4.33% | 減少 |
| 11 | BIV | Vanguard Intermediate-term B | +0.1% | +36.57% | 増加 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | +7.07% | 増加 |
| 13 | TMO | Thermo Fisher Scientific INC | +0.1% | +0.97% | 増加 |
| 14 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +126.89% | 増加 |
| 15 | SCHG | Schwab US Large-cap Growth | +0.1% | +12.26% | 増加 |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +10.67% | 増加 |
| 17 | SCHV | Schwab US Large-cap Value | +0.1% | +18.94% | 増加 |
| 18 | CSCO | Cisco Systems INC | +0.1% | -2.70% | 減少 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +2.49% | 増加 |
| 20 | CB | Chubb Limited | +0.1% | +0.95% | 増加 |
| 21 | AMAT | Applied Materials INC | +0.1% | -2.60% | 減少 |
| 22 | ISRG | Intuitive Surgical INC | +0.1% | +2.60% | 増加 |
| 23 | DFAS | Dimensional US Small Cap ETF | 0% | +6.25% | 増加 |
| 24 | RTX | Rtx CORP | 0% | -0.49% | 減少 |
| 25 | WMT | Walmart INC | 0% | -0.04% | 減少 |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | +7.22% | 増加 |
| 27 | SCHD | Schwab US Dvd Equity ETF | 0% | +30.89% | 増加 |
| 28 | DHR | Danaher CORP | 0% | +1.11% | 増加 |
| 29 | IDXX | Idexx Laboratories INC | 0% | +28.80% | 増加 |
| 30 | CRM | Salesforce INC | 0% | -0.70% | 減少 |
| 31 | JNJ | Johnson & Johnson | 0% | +0.19% | 増加 |
| 32 | IWD | Ishares Russell 1000 Value E | 0% | +8.15% | 増加 |
| 33 | AVGO | Broadcom INC | 0% | -0.48% | 減少 |
| 34 | AVEM | Avantis Emerging Markets Eq | 0% | +3.20% | 増加 |
| 35 | V | Visa Inc-class A Shares | — | +1.57% | 増加 |
| 36 | VO | Vanguard Mid-cap ETF | 0% | +4.57% | 増加 |
| 37 | HRL | Hormel Foods CORP | -0.1% | -48.60% | 減少 |
| 38 | GLW | Corning INC | -0.1% | -21.09% | 減少 |
| 39 | ZTS | Zoetis INC | -0.1% | -16.24% | 減少 |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -46.15% | 減少 |
| 41 | SNPS | Synopsys INC | -0.1% | -32.12% | 減少 |
| 42 | NFLX | Netflix INC | -0.1% | +914.02% | 増加 |
| 43 | PYPL | Paypal Holdings INC | -0.1% | -3.88% | 減少 |
| 44 | COST | Costco Wholesale CORP | -0.1% | +1.69% | 増加 |
| 45 | HD | Home Depot INC | -0.1% | +3.44% | 増加 |
| 46 | META | Meta Platforms Inc-class A | -0.1% | +3.03% | 増加 |
| 47 | ETN | Eaton Corporation plc | -0.2% | +1.14% | 増加 |
| 48 | MSFT | Microsoft CORP | -0.5% | +1.12% | 増加 |
| 49 | 9HI | Hillenbrand INC | — | EXIT | 全売却 |
| 50 | CRCL | Circle Internet Group INC | — | NEW | 新規購入 |