CIK: 0001978608
申告総資産額
$7.4億
上位200銘柄を表示中（全349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 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.33% | -0.68% | -7.99% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.83% | — | -13.58% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.37% | -0.90% | +18.74% | |
| 4 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 1.91% | — | -48.04% | |
| 5 | ADBE | Adobe INC | 株式-IT | 1.91% | -0.26% | -8.34% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.79% | -0.23% | -8.60% | |
| 7 | NOW | Servicenow INC | 株式-IT | 1.79% | — | -8.78% | |
| 8 | NFLX | Netflix INC | 株式-通信サービス | 1.60% | — | -34.71% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.57% | -0.32% | -6.12% | |
| 10 | CRM | Salesforce INC | 株式-IT | 1.49% | — | -7.52% | |
| 11 | EJAN | Innovator Emerging Markets P | ETF-新興国市場 | 1.32% | — | — | |
| 12 | ACN | Accenture plc | 株式-IT | 1.31% | -0.22% | -7.84% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.26% | -0.30% | -8.99% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.25% | +0.24% | +3.36% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.20% | +0.26% | -7.84% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.20% | — | -12.70% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.14% | — | -5.59% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.03% | — | -12.69% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.00% | — | -7.51% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.00% | -0.27% | -4.77% | |
| 21 | ADSK | Autodesk INC | 株式-IT | 0.98% | — | -6.94% | |
| 22 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.98% | — | -9.28% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.92% | — | -2.42% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.91% | — | -1.71% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.90% | -0.26% | -8.73% | |
| 26 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.90% | +0.16% | +0.89% | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 0.87% | — | -10.97% | |
| 28 | MDT | Medtronic plc | 株式-ヘルスケア | 0.84% | — | -4.58% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.83% | — | -5.62% | |
| 30 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.82% | — | +6.16% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | -0.15% | -1.93% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.76% | — | — | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.76% | — | — | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.73% | — | -6.75% | |
| 35 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 0.71% | — | — | |
| 36 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.68% | — | -24.57% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.67% | -0.16% | -8.10% | |
| 38 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.65% | -0.15% | -9.12% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | — | -4.44% | |
| 40 | WDAY | Workday Inc-class A | 株式-IT | 0.60% | — | -7.88% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.59% | — | -10.93% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.59% | — | -10.98% | |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.59% | -0.29% | -14.82% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.59% | — | -7.78% | |
| 45 | IT | Gartner INC | 株式-IT | 0.57% | — | -10.11% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | -5.00% | |
| 47 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.55% | — | -9.15% | |
| 48 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-その他 | 0.54% | — | — | |
| 49 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.52% | — | +4.50% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | +0.18% | -9.81% |