CIK: 0001978608
申告総資産額
$7.4億
上位200銘柄を表示中（全360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 | 4.81% | -0.68% | -5.85% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.73% | — | -2.41% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.60% | -0.90% | -4.06% | |
| 4 | NFLX | Netflix INC | 株式-通信サービス | 1.85% | — | -6.52% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 1.84% | -0.32% | +9.47% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.83% | -0.23% | -4.83% | |
| 7 | CRM | Salesforce INC | 株式-IT | 1.60% | — | -5.95% | |
| 8 | NOW | Servicenow INC | 株式-IT | 1.39% | — | -27.18% | |
| 9 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 1.39% | — | -26.80% | |
| 10 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.36% | +0.24% | +4.28% | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.36% | — | -3.66% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.34% | -0.30% | -5.14% | |
| 13 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.24% | — | +55.33% | |
| 14 | ACN | Accenture plc | 株式-IT | 1.19% | -0.22% | -7.23% | |
| 15 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.09% | — | -7.57% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.09% | +0.26% | +2.25% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.08% | -0.26% | +17.24% | |
| 18 | ADBE | Adobe INC | 株式-IT | 1.06% | -0.26% | -33.79% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.05% | — | +4.08% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.02% | +0.16% | +6.47% | |
| 21 | ADSK | Autodesk INC | 株式-IT | 0.99% | — | -5.13% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | -0.15% | +9.99% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.92% | — | +1.34% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 0.89% | — | +0.94% | |
| 25 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 0.89% | — | — | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.88% | — | -5.35% | |
| 27 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.83% | — | +4.00% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | -36.68% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.81% | — | -0.62% | |
| 30 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.74% | -0.15% | +33.49% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | — | -3.06% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.70% | — | +43.27% | |
| 33 | RTX | Rtx CORP | 株式-資本財 | 0.70% | — | +2.36% | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.69% | -0.16% | -11.30% | |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.67% | — | -1.54% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.67% | — | +30.81% | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.66% | — | -33.70% | |
| 38 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.61% | — | +4.12% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | -4.76% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.58% | -0.16% | -21.46% | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.58% | — | +2.80% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | +0.18% | +1.86% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +3.02% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.57% | -0.19% | +3.68% | |
| 45 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.57% | — | +5.83% | |
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.57% | -0.72% | +9.27% | |
| 47 | IT | Gartner INC | 株式-IT | 0.57% | — | -5.79% | |
| 48 | WDAY | Workday Inc-class A | 株式-IT | 0.56% | — | -4.87% | |
| 49 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.56% | — | +16.68% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -6.16% |