CIK: 0001989988
申告総資産額
$3.0億
上位200銘柄を表示中（全369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 | MS | Morgan Stanley | 株式-金融 | 4.94% | +0.83% | +1.56% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.43% | -0.82% | +115.98% | |
| 3 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 4.22% | +1.95% | +22.80% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.72% | -1.50% | +92.29% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.68% | -1.16% | +101.74% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.42% | -1.05% | +292.86% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.92% | -0.26% | +350.49% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.79% | — | -61.37% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.00% | — | +4.53% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.99% | -0.60% | +97.11% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.71% | -0.40% | +90.30% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.54% | -0.39% | +95.69% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.52% | -0.05% | +468.82% | |
| 14 | DMBS | Doubleline Mortgage ETF | ETF-その他 | 1.46% | +0.85% | +37.02% | |
| 15 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.44% | — | +1.19% | |
| 16 | EMLP | First Trust North American E | ETF-その他 | 1.39% | +0.99% | +19.75% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.31% | -0.46% | +114.36% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.27% | +0.91% | +6.24% | |
| 19 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.23% | +0.75% | +22.52% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 1.08% | +0.13% | +4625.19% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.05% | +0.83% | -25.49% | |
| 22 | PM | Philip Morris International | 株式-生活必需品 | 1.04% | +0.02% | +923.60% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.94% | -0.41% | +108.45% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.91% | — | -2.50% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.83% | — | +24.88% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.79% | -0.28% | +105.85% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | — | -96.65% | |
| 28 | UBER | Uber Technologies INC | 株式-資本財 | 0.73% | +0.02% | +926.73% | |
| 29 | ILOW | AB Internal Low Volat Eq ETF | ETF-その他 | 0.70% | — | -2.14% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | -0.09% | +88.97% | |
| 31 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.64% | +0.46% | +28.39% | |
| 32 | MLM | Martin Marietta Materials | 株式-素材 | 0.62% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | +92.08% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.57% | -0.04% | +176.70% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | +19.48% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | +49.62% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | -0.08% | +94.18% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.49% | — | +108.16% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | — | +109.24% | |
| 40 | GE | General Electric | 株式-資本財 | 0.42% | — | +78.11% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | — | +73.27% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.41% | — | -11.76% | |
| 43 | GS | Goldman Sachs Group INC | 株式-金融 | 0.41% | -0.10% | +101.37% | |
| 44 | RAAX | Vaneck Real Assets ETF | ETF-その他 | 0.41% | +0.76% | +151.97% | |
| 45 | ASML | ASML Holding N.V. | 株式-IT | 0.40% | -0.05% | +148.33% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | — | +60.19% | |
| 47 | AMD | Advanced Micro Devices | 株式-IT | 0.37% | -0.08% | +53.02% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.37% | — | -15.73% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.35% | — | -11.30% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | — | +99.53% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +2.6% | +292.86% | 増加 |
| 2 | AAPL | Apple INC | +2.2% | +115.98% | 増加 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +2.2% | +350.49% | 増加 |
| 4 | NVDA | Nvidia CORP | +1.6% | +101.74% | 増加 |
| 5 | MSFT | Microsoft CORP | +1.3% | +92.29% | 増加 |
| 6 | MA | Mastercard INC - A | +1.2% | +468.82% | 増加 |
| 7 | PM | Philip Morris International | +0.9% | +923.60% | 増加 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.9% | +90.30% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.9% | +97.11% | 増加 |
| 10 | NFLX | Netflix INC | +0.7% | +4625.19% | 増加 |
| 11 | AVGO | Broadcom INC | +0.7% | +95.69% | 増加 |
| 12 | UBER | Uber Technologies INC | +0.6% | +926.73% | 増加 |
| 13 | META | Meta Platforms Inc-class A | +0.5% | +114.36% | 増加 |
| 14 | QLTY | Gmo U.s. Quality ETF | +0.5% | +22.80% | 増加 |
| 15 | LLY | Eli Lilly & Co | +0.5% | +105.85% | 増加 |
| 16 | TSLA | Tesla INC | +0.4% | +108.45% | 増加 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +176.70% | 増加 |
| 18 | V | Visa Inc-class A Shares | +0.3% | +88.97% | 増加 |
| 19 | JNJ | Johnson & Johnson | +0.3% | +92.08% | 増加 |
| 20 | CAT | Caterpillar INC | +0.3% | +108.16% | 増加 |
| 21 | WMT | Walmart INC | +0.2% | +94.18% | 増加 |
| 22 | DMBS | Doubleline Mortgage ETF | +0.2% | +37.02% | 増加 |
| 23 | ASML | ASML Holding N.V. | +0.2% | +148.33% | 増加 |
| 24 | RAAX | Vaneck Real Assets ETF | +0.2% | +151.97% | 増加 |
| 25 | VUG | Vanguard Growth ETF | +0.2% | +109.24% | 増加 |
| 26 | GS | Goldman Sachs Group INC | +0.2% | +101.37% | 増加 |
| 27 | LRCX | Lam Research CORP | +0.2% | +137.20% | 増加 |
| 28 | MU | Micron Technology INC | +0.2% | +133.67% | 増加 |
| 29 | MRK | Merck & Co. INC. | +0.2% | +99.53% | 増加 |
| 30 | TMO | Thermo Fisher Scientific INC | +0.2% | +130.72% | 増加 |
| 31 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +3194.51% | 増加 |
| 32 | XOM | Exxon Mobil CORP | +0.2% | +73.27% | 増加 |
| 33 | GE | General Electric | +0.2% | +78.11% | 増加 |
| 34 | VEA | Vanguard Ftse Developed ETF | +0.1% | +49.62% | 増加 |
| 35 | IAU | Ishares Gold Trust | +0.1% | +28.39% | 増加 |
| 36 | EWJ | Ishares Msci Japan ETF | +0.1% | +22.52% | 増加 |
| 37 | EMLP | First Trust North American E | +0.1% | +19.75% | 増加 |
| 38 | MS | Morgan Stanley | -0.1% | +1.56% | 増加 |
| 39 | EFA | Ishares Msci Eafe ETF | -0.5% | -25.49% | 減少 |
| 40 | ET | Energy Transfer LP | -0.7% | -87.67% | 減少 |
| 41 | IYR | Ishares US Real Estate ETF | -1.5% | -99.86% | 減少 |
| 42 | DE | Deere & Co | -3.1% | -96.50% | 減少 |
| 43 | JPM | Jpmorgan Chase & Co | -5.3% | -61.37% | 減少 |
| 44 | IVV | Ishares Core S&p 500 ETF | -24.5% | -96.65% | 減少 |
| 45 | MLM | Martin Marietta Materials | — | NEW | 新規購入 |
| 46 | DASH | Doordash INC - A | — | NEW | 新規購入 |
| 47 | SCHV | Schwab US Large-cap Value | — | NEW | 新規購入 |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | 新規購入 |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | 新規購入 |
| 50 | VCIT | Vanguard Int-term Corporate | — | NEW | 新規購入 |