CIK: 0001770994
申告総資産額
$8.4億
上位200銘柄を表示中（全202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 | NVDA | Nvidia CORP | 株式-IT | 5.11% | -0.39% | -4.74% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.39% | -0.39% | +12.39% | |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 3.60% | +0.11% | +12.06% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.43% | -0.61% | -0.51% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.05% | +0.13% | +14.84% | |
| 6 | BNDC | Flexshares Core Select Bond | ETF-その他 | 2.94% | +0.07% | -5.57% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.83% | — | +0.31% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.80% | +0.09% | -2.60% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.66% | -0.70% | +17.07% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.58% | +0.22% | +16.47% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.34% | -0.28% | +14.80% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.20% | -0.15% | +4.66% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.14% | — | +3.04% | |
| 14 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.95% | +0.06% | +2.19% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.93% | -0.25% | +1.64% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.49% | +0.23% | +8.18% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.39% | +0.16% | +3.37% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.31% | — | -1.27% | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 1.24% | — | +1426.97% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.11% | — | -0.28% | |
| 21 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.10% | — | +15.12% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.98% | -0.09% | +2.72% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.93% | +0.13% | +2.81% | |
| 24 | RS | Reliance INC | 株式-素材 | 0.93% | — | +2.78% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | -0.11% | +28.81% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | — | +4.79% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | +0.28% | -1.12% | |
| 28 | HUBB | Hubbell INC | 株式-資本財 | 0.84% | +0.08% | +1.59% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.80% | -0.44% | +1.80% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.79% | -0.14% | -0.15% | |
| 31 | NTAP | Netapp INC | 株式-IT | 0.73% | — | +3.54% | |
| 32 | AMAT | Applied Materials INC | 株式-IT | 0.72% | -0.77% | -3.44% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.71% | — | +1.88% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | -0.08% | +7.88% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.68% | — | +11.21% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | +0.14% | +225.13% | |
| 37 | COR | Cencora INC | 株式-ヘルスケア | 0.67% | — | -2.33% | |
| 38 | CMI | Cummins INC | 株式-資本財 | 0.67% | -0.19% | +7.88% | |
| 39 | SCCO | Southern Copper CORP | 株式-素材 | 0.66% | — | +12.79% | |
| 40 | OKTA | Okta INC | 株式-IT | 0.66% | — | — | |
| 41 | EMR | Emerson Electric Co | 株式-資本財 | 0.64% | -0.16% | +7.86% | |
| 42 | MS | Morgan Stanley | 株式-金融 | 0.63% | — | +6.94% | |
| 43 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.63% | — | +6.40% | |
| 44 | BR | Broadridge Financial Solutio | 株式-IT | 0.63% | -0.13% | +6.08% | |
| 45 | USB | US Bancorp | 株式-金融 | 0.62% | — | +11.68% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | +1200.14% | |
| 47 | WMB | Williams Cos INC | 株式-エネルギー | 0.59% | — | +23.13% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | +1.71% | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.58% | — | +85.02% | |
| 50 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.57% | — | +7.67% |