CIK: 0001697274
申告総資産額
$4.5億
上位200銘柄を表示中（全747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 | 4.16% | -0.81% | -1.29% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.68% | +0.53% | -1.50% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.35% | -0.19% | -0.05% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.22% | — | +9.49% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.59% | -2.19% | +94.61% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.49% | — | -1.70% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.33% | +0.25% | -6.29% | |
| 8 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.27% | — | +10.84% | |
| 9 | VTIP | Vanguard Short-term Tips | ETF-その他 | 2.15% | -0.16% | -12.21% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.84% | — | +4.91% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.75% | -0.19% | +0.85% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.73% | — | -3.43% | |
| 13 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.71% | — | +0.58% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.30% | — | +13.34% | |
| 15 | AMD | Advanced Micro Devices | 株式-IT | 1.16% | — | -2.36% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.14% | -0.16% | -0.34% | |
| 17 | NFLX | Netflix INC | 株式-通信サービス | 1.10% | — | +932.58% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.08% | -0.23% | +0.38% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | — | -2.30% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.02% | -0.39% | +140.90% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.98% | -0.91% | +8.18% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 0.97% | — | -2.25% | |
| 23 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.95% | — | -2.34% | |
| 24 | AMAT | Applied Materials INC | 株式-IT | 0.94% | +0.22% | -3.00% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.88% | +0.48% | +440.91% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.85% | — | +3.19% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.85% | — | +1.49% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.81% | +0.26% | +24.97% | |
| 29 | ANET | Arista Networks INC | 株式-IT | 0.81% | — | -1.05% | |
| 30 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.80% | -0.21% | +0.65% | |
| 31 | PANW | Palo Alto Networks INC | 株式-IT | 0.79% | — | -1.09% | |
| 32 | HGER | Harbor Commodity All Weather | ETF-コモディティ | 0.76% | +0.71% | +45.23% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | — | -1.78% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.76% | — | -0.54% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.76% | — | -1.83% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | +2930.45% | |
| 37 | AXP | American Express Co | 株式-金融 | 0.74% | — | -3.23% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.74% | +0.20% | -7.52% | |
| 39 | ETN | Eaton Corporation plc | 株式-資本財 | 0.73% | -0.27% | -0.45% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.67% | — | -2.83% | |
| 41 | GEV | GE Vernova INC | 株式-資本財 | 0.67% | +0.23% | -2.05% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +5.01% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | -1.05% | |
| 44 | BND | Vanguard Total Bond Market | ETF-その他 | 0.60% | — | +1.38% | |
| 45 | DELL | Dell Technologies -c | 株式-IT | 0.60% | -0.27% | +0.05% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.58% | — | -2.86% | |
| 47 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.57% | — | -1.40% | |
| 48 | MS | Morgan Stanley | 株式-金融 | 0.57% | — | -4.87% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.57% | — | -2.36% | |
| 50 | CDNS | Cadence Design Sys INC | 株式-IT | 0.55% | — | -19.60% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +94.61% | 増加 |
| 2 | MRK | Merck & Co. INC. | +0.7% | +2930.45% | 増加 |
| 3 | IWM | Ishares Russell 2000 ETF | +0.7% | +440.91% | 増加 |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.6% | +140.90% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.70% | 減少 |
| 6 | PLD | Prologis INC | +0.4% | +6069.72% | 増加 |
| 7 | EW | Edwards Lifesciences CORP | +0.3% | +74534.78% | 増加 |
| 8 | XLV | Ss Health Care Select Sector | +0.2% | +13.34% | 増加 |
| 9 | AMD | Advanced Micro Devices | +0.2% | -2.36% | 減少 |
| 10 | HGER | Harbor Commodity All Weather | +0.2% | +45.23% | 増加 |
| 11 | LLY | Eli Lilly & Co | +0.2% | -1.78% | 減少 |
| 12 | KMLM | Kraneshares Mt Lc Mn Ft Id S | +0.2% | +146.21% | 増加 |
| 13 | NVDA | Nvidia CORP | +0.2% | +9.49% | 増加 |
| 14 | USFR | Wisdomtree Floating Rate Tre | +0.2% | +10.84% | 増加 |
| 15 | EEM | Ishares Msci Emerging Market | +0.2% | +54.66% | 増加 |
| 16 | AMAT | Applied Materials INC | +0.1% | -3.00% | 減少 |
| 17 | XLK | Ss Technology Select Sector | +0.1% | +230.56% | 増加 |
| 18 | PFE | Pfizer INC | +0.1% | +882.10% | 増加 |
| 19 | ATI | Ati INC | +0.1% | -2.44% | 減少 |
| 20 | COST | Costco Wholesale CORP | +0.1% | +24.97% | 増加 |
| 21 | AAPL | Apple INC | +0.1% | -1.50% | 減少 |
| 22 | AMZN | Amazon.com INC | +0.1% | -0.05% | 減少 |
| 23 | SFM | Sprouts Farmers Market INC | -0.1% | -99.94% | 減少 |
| 24 | LVHD | Franklin U.s. Low Volatility | -0.1% | -95.63% | 減少 |
| 25 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -37.70% | 減少 |
| 26 | OXY | Occidental Petroleum CORP | -0.2% | -99.53% | 減少 |
| 27 | HUBS | Hubspot INC | -0.2% | -99.87% | 減少 |
| 28 | HOOD | Robinhood Markets INC - A | -0.2% | -2.17% | 減少 |
| 29 | ETN | Eaton Corporation plc | -0.2% | -0.45% | 減少 |
| 30 | IBIT | Ishares Bitcoin Trust ETF | -0.2% | -41.21% | 減少 |
| 31 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.2% | -73.56% | 減少 |
| 32 | MSTR | Strategy INC | -0.2% | -99.49% | 減少 |
| 33 | WDAY | Workday Inc-class A | -0.2% | -99.97% | 減少 |
| 34 | COIN | Coinbase Global INC -class A | -0.2% | -99.20% | 減少 |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -39.10% | 減少 |
| 36 | CDNS | Cadence Design Sys INC | -0.2% | -19.60% | 減少 |
| 37 | META | Meta Platforms Inc-class A | -0.2% | +0.85% | 増加 |
| 38 | ACN | Accenture plc | -0.3% | -99.48% | 減少 |
| 39 | AWK | American Water Works Co INC | -0.3% | -50.42% | 減少 |
| 40 | CPRT | Copart INC | -0.3% | -99.68% | 減少 |
| 41 | NFLX | Netflix INC | -0.3% | +932.58% | 増加 |
| 42 | VRSK | Verisk Analytics INC | -0.4% | -99.54% | 減少 |
| 43 | ZTS | Zoetis INC | -0.4% | -85.02% | 減少 |
| 44 | VTIP | Vanguard Short-term Tips | -0.4% | -12.21% | 減少 |
| 45 | MSFT | Microsoft CORP | -0.5% | -1.29% | 減少 |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | 新規購入 |
| 47 | SN | SharkNinja, Inc. | — | NEW | 新規購入 |
| 48 | RDDT | Reddit Inc-cl A | — | EXIT | 全売却 |
| 49 | DT | Dynatrace INC | — | EXIT | 全売却 |
| 50 | DKNG | Draftkings Inc-cl A | — | EXIT | 全売却 |