CIK: 0001697274
申告総資産額
$4.5億
上位200銘柄を表示中（全686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 | MSFT | Microsoft CORP | 株式-IT | 4.67% | -0.81% | +1.28% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.62% | +0.53% | +0.89% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.30% | -0.19% | +0.58% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.04% | — | -9.83% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.59% | -0.16% | +3.32% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.30% | +0.25% | -0.50% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.11% | — | +21.11% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.03% | — | +26.67% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.99% | -0.19% | -0.54% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.83% | — | +4.78% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.77% | — | -1.68% | |
| 12 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.76% | — | -0.31% | |
| 13 | NFLX | Netflix INC | 株式-通信サービス | 1.41% | — | +0.77% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | -2.19% | +4.37% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.18% | -0.16% | +1.51% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.08% | -0.23% | +3.08% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | — | -2.33% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.07% | — | +6.62% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.94% | -0.91% | +1.39% | |
| 20 | ANET | Arista Networks INC | 株式-IT | 0.94% | — | -4.08% | |
| 21 | AMD | Advanced Micro Devices | 株式-IT | 0.93% | — | +2.26% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 0.92% | — | +0.92% | |
| 23 | PANW | Palo Alto Networks INC | 株式-IT | 0.91% | — | -0.22% | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.89% | — | -0.83% | |
| 25 | ETN | Eaton Corporation plc | 株式-資本財 | 0.89% | -0.27% | -0.47% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.86% | — | +0.39% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.85% | — | +2.06% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.81% | +0.20% | -3.57% | |
| 29 | AMAT | Applied Materials INC | 株式-IT | 0.80% | +0.22% | +0.63% | |
| 30 | CDNS | Cadence Design Sys INC | 株式-IT | 0.79% | — | +102.01% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.77% | — | +1.89% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | — | +1.68% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | — | +0.64% | |
| 34 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.73% | -0.21% | +5.41% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | +0.26% | +6.86% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.71% | — | -2.55% | |
| 37 | DELL | Dell Technologies -c | 株式-IT | 0.70% | -0.27% | -3.49% | |
| 38 | GEV | GE Vernova INC | 株式-資本財 | 0.66% | +0.23% | -3.24% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | -0.63% | |
| 40 | UBER | Uber Technologies INC | 株式-資本財 | 0.64% | -0.17% | +0.93% | |
| 41 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.64% | -0.18% | -2.54% | |
| 42 | BND | Vanguard Total Bond Market | ETF-その他 | 0.62% | — | +1.65% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +3.35% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.60% | — | +1.82% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.58% | — | -0.64% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.57% | — | +0.21% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | — | -32.83% | |
| 48 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.56% | — | -0.05% | |
| 49 | HGER | Harbor Commodity All Weather | ETF-コモディティ | 0.56% | +0.71% | +5.66% | |
| 50 | MS | Morgan Stanley | 株式-金融 | 0.55% | — | -1.23% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +2.2% | +3.32% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.8% | +1.28% | 増加 |
| 3 | USFR | Wisdomtree Floating Rate Tre | +0.7% | +21.11% | 増加 |
| 4 | AVGO | Broadcom INC | +0.7% | -1.68% | 減少 |
| 5 | GEV | GE Vernova INC | +0.7% | -3.24% | 増加 |
| 6 | NVDA | Nvidia CORP | +0.6% | -9.83% | 減少 |
| 7 | GDX | Vaneck Gold Miners ETF | +0.6% | -0.83% | 増加 |
| 8 | CDNS | Cadence Design Sys INC | +0.5% | +102.01% | 増加 |
| 9 | XEL | Xcel Energy INC | +0.5% | +113068.18% | 増加 |
| 10 | HOOD | Robinhood Markets INC - A | +0.4% | -2.54% | 減少 |
| 11 | GLD | Spdr Gold Shares | +0.3% | -0.50% | 増加 |
| 12 | EFA | Ishares Msci Eafe ETF | +0.3% | -3.57% | 増加 |
| 13 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +1.41% | 増加 |
| 14 | AMD | Advanced Micro Devices | +0.3% | +2.26% | 増加 |
| 15 | CVX | Chevron CORP | +0.3% | +194.62% | 増加 |
| 16 | IBM | Intl Business Machines CORP | +0.3% | +21680.00% | 増加 |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +179.50% | 増加 |
| 18 | GBTC | Grayscale Bitcoin Trust ETF | +0.3% | -0.63% | 増加 |
| 19 | BA | Boeing Co/the | +0.3% | +0.38% | 増加 |
| 20 | ORCL | Oracle CORP | +0.2% | +39.46% | 増加 |
| 21 | ROST | Ross Stores INC | +0.2% | -0.72% | 増加 |
| 22 | DELL | Dell Technologies -c | +0.2% | -3.49% | 増加 |
| 23 | META | Meta Platforms Inc-class A | +0.2% | -0.54% | 増加 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +4.37% | 増加 |
| 25 | WFC | Wells Fargo & Co | +0.2% | +0.92% | 増加 |
| 26 | AMAT | Applied Materials INC | +0.2% | +0.63% | 増加 |
| 27 | ETN | Eaton Corporation plc | +0.1% | -0.47% | 増加 |
| 28 | PANW | Palo Alto Networks INC | +0.1% | -0.22% | 増加 |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | -2.33% | 減少 |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +4.78% | 増加 |
| 31 | NFLX | Netflix INC | +0.1% | +0.77% | 減少 |
| 32 | AMZN | Amazon.com INC | 0% | +0.58% | 増加 |
| 33 | KKR | Kkr & Co INC | -0.3% | +25.71% | 減少 |
| 34 | ISRG | Intuitive Surgical INC | -0.3% | -99.68% | 減少 |
| 35 | VRTX | Vertex Pharmaceuticals INC | -0.3% | -97.38% | 減少 |
| 36 | FISV | Fiserv INC | -0.3% | +7.14% | 減少 |
| 37 | AJG | Arthur J Gallagher & Co | -0.4% | -95.42% | 減少 |
| 38 | DJP | Ipath Bloomberg Commodity In | -0.4% | +45.32% | 減少 |
| 39 | OKE | Oneok INC | -0.4% | -99.93% | 減少 |
| 40 | TSLA | Tesla INC | -0.4% | -3.10% | 減少 |
| 41 | LLY | Eli Lilly & Co | -0.5% | -32.83% | 減少 |
| 42 | IWM | Ishares Russell 2000 ETF | -0.6% | — | 減少 |
| 43 | UNH | Unitedhealth Group INC | -0.6% | -9.30% | 減少 |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | -1% | +44.70% | 減少 |
| 45 | TLT | Ishares 20+ Year Treasury Bd | -1.5% | — | 減少 |
| 46 | IEF | Ishares 7-10 Year Treasury B | -2% | +1.39% | 減少 |
| 47 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |
| 48 | AEM | Agnico Eagle Mines LTD | — | NEW | 新規購入 |
| 49 | RDDT | Reddit Inc-cl A | — | NEW | 新規購入 |
| 50 | HEI | Heico CORP | — | NEW | 新規購入 |