CIK: 0001770994
申告総資産額
$8.4億
上位200銘柄を表示中（全272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 | 7.81% | -0.39% | -0.70% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.23% | -0.39% | +0.38% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.83% | -0.15% | +18.92% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.67% | -0.70% | +6.10% | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 3.28% | +0.11% | +6.52% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.04% | +0.13% | +1.15% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.50% | -0.61% | +0.35% | |
| 8 | BNDC | Flexshares Core Select Bond | ETF-その他 | 2.28% | +0.07% | +3.42% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.22% | +0.09% | +4.30% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.16% | -0.28% | -6.02% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.85% | +0.07% | +9.25% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.75% | — | -0.34% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.72% | — | +0.48% | |
| 14 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.59% | +0.06% | -1.76% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.59% | -0.25% | -1.67% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.36% | +0.23% | +6.27% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.27% | +0.16% | -2.46% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | -0.11% | +11.90% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.13% | +0.22% | -47.02% | |
| 20 | EMCB | Wisdomtree Em CORP Bond | ETF-投資適格社債 | 1.08% | +0.21% | — | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.07% | -0.44% | -1.28% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.05% | — | +1.92% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | +0.28% | -8.26% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.96% | +0.14% | +0.37% | |
| 25 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.87% | — | -0.47% | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.86% | -0.09% | +7.32% | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.86% | +0.13% | +1.46% | |
| 28 | MS | Morgan Stanley | 株式-金融 | 0.85% | — | +0.09% | |
| 29 | CMI | Cummins INC | 株式-資本財 | 0.78% | -0.19% | +0.26% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | -0.08% | +1.61% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.77% | — | +4.21% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.77% | — | -3.55% | |
| 33 | CRM | Salesforce INC | 株式-IT | 0.76% | -0.23% | +80.46% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.76% | — | +1.27% | |
| 35 | COR | Cencora INC | 株式-ヘルスケア | 0.74% | — | +1.17% | |
| 36 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.71% | -0.20% | +0.68% | |
| 37 | NTAP | Netapp INC | 株式-IT | 0.70% | — | +1.30% | |
| 38 | SCCO | Southern Copper CORP | 株式-素材 | 0.70% | — | +3.12% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.68% | -0.14% | +1.78% | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.67% | — | +4.58% | |
| 41 | HUBB | Hubbell INC | 株式-資本財 | 0.66% | +0.08% | +1.68% | |
| 42 | D | Dominion Energy INC | 株式-公益事業 | 0.66% | — | +1.10% | |
| 43 | AMAT | Applied Materials INC | 株式-IT | 0.66% | -0.77% | +3.26% | |
| 44 | DELL | Dell Technologies -c | 株式-IT | 0.65% | +0.20% | +0.72% | |
| 45 | EMR | Emerson Electric Co | 株式-資本財 | 0.63% | -0.16% | +0.63% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.63% | +0.12% | +3.67% | |
| 47 | RS | Reliance INC | 株式-素材 | 0.62% | — | +0.36% | |
| 48 | BR | Broadridge Financial Solutio | 株式-IT | 0.62% | -0.13% | +1.11% | |
| 49 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.62% | +0.08% | +1.07% | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.62% | +0.08% | +0.30% |