CIK: 0001978608
申告総資産額
$7.4億
上位200銘柄を表示中（全352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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.47% | — | +8.86% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.98% | -0.68% | -9.12% | |
| 3 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 3.72% | — | +0.47% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.41% | -0.90% | +2.28% | |
| 5 | NFLX | Netflix INC | 株式-通信サービス | 1.92% | — | +1.80% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.85% | -0.23% | +1.16% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.81% | — | +0.28% | |
| 8 | ADBE | Adobe INC | 株式-IT | 1.80% | -0.26% | -0.14% | |
| 9 | NOW | Servicenow INC | 株式-IT | 1.57% | — | -0.06% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.50% | -0.32% | +2.41% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.30% | -0.30% | -0.19% | |
| 12 | FLJH | Franklin Ftse Jpn Hedged ETF | ETF-その他 | 1.26% | — | +58.68% | |
| 13 | ACN | Accenture plc | 株式-IT | 1.26% | -0.22% | +1.09% | |
| 14 | CRM | Salesforce INC | 株式-IT | 1.26% | — | +0.82% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.24% | — | +0.90% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.17% | +0.26% | -3.03% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.17% | — | — | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.13% | — | +3.56% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.11% | +0.24% | +4.31% | |
| 20 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.10% | — | -0.02% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.07% | — | +279.51% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.04% | — | +0.98% | |
| 23 | FLJP | Franklin Ftse Japan ETF | ETF-その他 | 0.97% | — | +79.27% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.95% | — | -14.14% | |
| 25 | PYPL | Paypal Holdings INC | 株式-金融 | 0.94% | — | +0.03% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.93% | -0.27% | +10.01% | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.92% | — | +2.87% | |
| 28 | ADSK | Autodesk INC | 株式-IT | 0.91% | — | +1.17% | |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.88% | — | +2.02% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.88% | -0.26% | -0.05% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | — | +3.72% | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 0.85% | — | +4.83% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.80% | +0.16% | +3.94% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | -0.15% | +3.99% | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.76% | — | +4.15% | |
| 36 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.76% | — | -25.95% | |
| 37 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.73% | — | +2.59% | |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.69% | -0.29% | -42.86% | |
| 39 | SBSI | Southside Bancshares INC | 株式-その他 | 0.67% | — | — | |
| 40 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.64% | -0.15% | -0.72% | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.63% | — | -2.13% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.61% | -0.16% | +93.85% | |
| 43 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.61% | — | -1.64% | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.59% | — | +0.96% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | -0.97% | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.58% | — | +12.79% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | -5.94% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.57% | -0.72% | +4.38% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | +1.41% | |
| 50 | WDAY | Workday Inc-class A | 株式-IT | 0.51% | — | +1.76% |