CIK: 0001677501
申告総資産額
$7.1億
上位200銘柄を表示中（全504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 | CB | Chubb Limited | 株式-金融 | 9.57% | -0.75% | -0.07% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.07% | -1.16% | +32.25% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.90% | -0.59% | -0.31% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.74% | -0.94% | +2.82% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.62% | -0.44% | +7.13% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.38% | -0.66% | +7.29% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.31% | -2.19% | -6.02% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.93% | -0.42% | +10.32% | |
| 9 | TMB | Thornburg Multi Sector B ETF | ETF-その他 | 1.82% | — | — | |
| 10 | ITT | Itt INC | 株式-資本財 | 1.64% | -0.05% | +0.23% | |
| 11 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 1.44% | -1.44% | EXIT | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.38% | -1.38% | EXIT | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | — | +3.77% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 0.94% | — | +2.80% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.93% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.88% | — | +5.43% | |
| 17 | IQLT | Ishares Msci International Q | ETF-その他 | 0.87% | +0.15% | +4.26% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.84% | — | +0.48% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.79% | -0.21% | +6.48% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.78% | +0.03% | +2.73% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.77% | — | -10.20% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | -0.19% | +1.97% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | — | +0.45% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | — | +8.28% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | -0.95% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | -1.54% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.62% | — | +0.56% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.10% | +1.85% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | +0.05% | +2.88% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | -2.69% | |
| 31 | AXP | American Express Co | 株式-金融 | 0.52% | — | -4.86% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.50% | — | -2.75% | |
| 33 | RTX | Rtx CORP | 株式-資本財 | 0.47% | — | -0.24% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | +0.83% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | — | +0.28% | |
| 36 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.44% | — | -1.25% | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.43% | — | -0.71% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | -0.01% | |
| 39 | SHOP | Shopify INC - Class A | 株式-IT | 0.41% | — | +9.62% | |
| 40 | GS | Goldman Sachs Group INC | 株式-金融 | 0.38% | — | +2.76% | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.37% | — | +2.18% | |
| 42 | ASML | ASML Holding N.V. | 株式-IT | 0.37% | — | +2.80% | |
| 43 | GE | General Electric | 株式-資本財 | 0.36% | — | +1.20% | |
| 44 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.35% | — | +3.67% | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.35% | — | +701.64% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.35% | — | -4.50% | |
| 47 | GD | General Dynamics CORP | 株式-資本財 | 0.34% | — | -0.47% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.34% | -0.29% | +3.10% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | — | +8.00% | |
| 50 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.33% | — | +6.36% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.3% | +32.25% | 増加 |
| 2 | GOOG | Alphabet Inc-cl C | +0.4% | +10.32% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.31% | 減少 |
| 4 | LLY | Eli Lilly & Co | +0.2% | +6.48% | 増加 |
| 5 | ISRG | Intuitive Surgical INC | +0.1% | +128.67% | 増加 |
| 6 | OMC | Omnicom Group | +0.1% | +137.68% | 増加 |
| 7 | REGN | Regeneron Pharmaceuticals | +0.1% | +9.52% | 増加 |
| 8 | EXPE | Expedia Group INC | +0.1% | +24.82% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.1% | +7.29% | 増加 |
| 10 | MRK | Merck & Co. INC. | +0.1% | -0.01% | 減少 |
| 11 | MNST | Monster Beverage CORP | +0.1% | +125.45% | 増加 |
| 12 | AZNN | Astrazeneca Plc-spons Adr | 0% | +7.84% | 増加 |
| 13 | YUM | Yum! Brands INC | 0% | +32.16% | 増加 |
| 14 | AMD | Advanced Micro Devices | 0% | +19.16% | 増加 |
| 15 | SHOP | Shopify INC - Class A | 0% | +9.62% | 増加 |
| 16 | GLD | Spdr Gold Shares | 0% | +0.48% | 増加 |
| 17 | CB | Chubb Limited | — | -0.07% | 減少 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | — | +2.73% | 増加 |
| 19 | XOM | Exxon Mobil CORP | — | +2.88% | 増加 |
| 20 | AVGO | Broadcom INC | 0% | +2.80% | 増加 |
| 21 | IQLT | Ishares Msci International Q | 0% | +4.26% | 増加 |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.77% | 増加 |
| 23 | PAYC | Paycom Software INC | -0.1% | -29.55% | 減少 |
| 24 | LIN | Linde plc | -0.1% | -11.55% | 減少 |
| 25 | NVDA | Nvidia CORP | -0.1% | +7.13% | 増加 |
| 26 | WDAY | Workday Inc-class A | -0.1% | -68.63% | 減少 |
| 27 | SPOT | Spotify Technology S.A. | -0.1% | -13.77% | 減少 |
| 28 | ABT | Abbott Laboratories | -0.1% | -17.99% | 減少 |
| 29 | SKYY | First Trust Cloud Computing | -0.1% | -14.65% | 減少 |
| 30 | T | At&t INC | -0.1% | -4.50% | 減少 |
| 31 | MO | Altria Group INC | -0.1% | -0.71% | 減少 |
| 32 | SAP | Sap Se-sponsored Adr | -0.1% | -21.26% | 減少 |
| 33 | SE | Sea Ltd-adr | -0.2% | +3.13% | 増加 |
| 34 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -10.20% | 減少 |
| 35 | NFLX | Netflix INC | -0.3% | +701.64% | 増加 |
| 36 | ORCL | Oracle CORP | -0.3% | -2.75% | 減少 |
| 37 | IWM | Ishares Russell 2000 ETF | -0.4% | -6.02% | 減少 |
| 38 | MSFT | Microsoft CORP | -0.4% | +2.82% | 増加 |
| 39 | TMB | Thornburg Multi Sector B ETF | — | NEW | 新規購入 |
| 40 | IWF | Ishares Russell 1000 Growth | — | NEW | 新規購入 |
| 41 | EFG | Ishares Msci Eafe Growth ETF | — | NEW | 新規購入 |
| 42 | IWD | Ishares Russell 1000 Value E | — | NEW | 新規購入 |
| 43 | FERG | Ferguson Enterprises INC | — | NEW | 新規購入 |
| 44 | IPG | Interpublic Group Of Cos INC | — | EXIT | 全売却 |
| 45 | URTH | Ishares Msci World ETF | — | NEW | 新規購入 |
| 46 | CAH | Cardinal Health INC | — | NEW | 新規購入 |
| 47 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 48 | ABVX | Abivax Sa-adr | — | NEW | 新規購入 |
| 49 | IWB | Ishares Russell 1000 ETF | — | NEW | 新規購入 |
| 50 | PANW | Palo Alto Networks INC | — | EXIT | 全売却 |