CIK: 0001978608
申告総資産額
$7.4億
上位200銘柄を表示中（全419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 | 3.36% | — | +5.16% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.05% | -0.68% | +0.98% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.74% | -0.90% | +2.41% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.49% | — | +6.67% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 2.03% | -0.32% | +0.44% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.91% | +0.26% | -18.19% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.69% | +0.24% | +6.79% | |
| 8 | ORCL | Oracle CORP | 株式-IT | 1.56% | -0.63% | +10.23% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.50% | -0.16% | +13.80% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.36% | +0.16% | +7.10% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.27% | -0.41% | +37.00% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.25% | -0.30% | -2.24% | |
| 13 | NFLX | Netflix INC | 株式-通信サービス | 1.18% | — | -26.27% | |
| 14 | SHOP | Shopify INC - Class A | 株式-IT | 1.10% | -0.41% | -2.96% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.04% | — | +5.86% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.02% | -0.23% | -20.37% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.15% | +0.73% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.98% | -0.26% | -2.43% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.96% | +2.27% | -3.72% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 0.95% | — | -0.87% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.94% | — | +71.93% | |
| 22 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.90% | -0.15% | +24.68% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.90% | +0.18% | +56.37% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.86% | — | +0.20% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | — | +15.39% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +7.30% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.81% | -0.72% | +24.95% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | — | +96.83% | |
| 29 | ADBE | Adobe INC | 株式-IT | 0.80% | -0.26% | -1.82% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | +7.27% | |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.79% | — | +4.26% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.78% | -0.22% | -0.57% | |
| 33 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.74% | — | -3.99% | |
| 34 | AON | Aon plc | 株式-金融 | 0.72% | -0.15% | +530.63% | |
| 35 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.71% | — | +7.14% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.68% | — | -11.40% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | — | -1.57% | |
| 38 | MSCI | Msci INC | 株式-金融 | 0.66% | -0.18% | -1.79% | |
| 39 | RTX | Rtx CORP | 株式-資本財 | 0.66% | — | -23.40% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | — | +2.05% | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.65% | — | +7.87% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | +19.63% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.16% | +17.86% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.62% | — | +8.63% | |
| 45 | MDT | Medtronic plc | 株式-ヘルスケア | 0.60% | — | -28.84% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.60% | -0.16% | -9.54% | |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.59% | -0.29% | +6.63% | |
| 48 | NOW | Servicenow INC | 株式-IT | 0.58% | — | -37.63% | |
| 49 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.58% | — | -3.26% | |
| 50 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.58% | — | +141.09% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AON | Aon plc | +0.6% | +530.63% | 増加 |
| 2 | JNJ | Johnson & Johnson | +0.4% | +96.83% | 増加 |
| 3 | TIP | Ishares Tips Bond ETF | +0.4% | +71.93% | 増加 |
| 4 | LLY | Eli Lilly & Co | +0.4% | +37.00% | 増加 |
| 5 | VZ | Verizon Communications INC | +0.4% | +56.37% | 増加 |
| 6 | SBUX | Starbucks CORP | +0.4% | +141.09% | 増加 |
| 7 | PM | Philip Morris International | +0.2% | -0.87% | 減少 |
| 8 | V | Visa Inc-class A Shares | +0.2% | +0.44% | 増加 |
| 9 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +6.79% | 増加 |
| 10 | ZTS | Zoetis INC | +0.2% | +24.68% | 増加 |
| 11 | ABBV | Abbvie INC | +0.2% | +19.63% | 増加 |
| 12 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +24.95% | 増加 |
| 13 | VXUS | Vanguard Total Intl Stock | +0.2% | +70.31% | 増加 |
| 14 | MDLZ | Mondelez International Inc-a | +0.2% | +66.97% | 増加 |
| 15 | CVX | Chevron CORP | +0.2% | +17.86% | 増加 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +7.27% | 増加 |
| 17 | SHEL | Shell Plc-adr | +0.1% | +29.86% | 増加 |
| 18 | CVS | Cvs Health CORP | +0.1% | +14.72% | 増加 |
| 19 | JPST | Jpmorgan Ultra-short Income | +0.1% | +5.16% | 増加 |
| 20 | ABT | Abbott Laboratories | +0.1% | -2.43% | 減少 |
| 21 | WMT | Walmart INC | -0.1% | -33.61% | 減少 |
| 22 | ADBE | Adobe INC | -0.2% | -1.82% | 減少 |
| 23 | AAON | Aaon INC | -0.2% | -25.23% | 減少 |
| 24 | ORCL | Oracle CORP | -0.2% | +10.23% | 増加 |
| 25 | MDT | Medtronic plc | -0.2% | -28.84% | 減少 |
| 26 | NVDA | Nvidia CORP | -0.2% | +13.80% | 増加 |
| 27 | SHOP | Shopify INC - Class A | -0.2% | -2.96% | 減少 |
| 28 | IBM | Intl Business Machines CORP | -0.2% | -49.86% | 減少 |
| 29 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.73% | 増加 |
| 30 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -17.01% | 減少 |
| 31 | MSFT | Microsoft CORP | -0.3% | +2.41% | 増加 |
| 32 | VIG | Vanguard Dividend Apprec ETF | -0.4% | -68.62% | 減少 |
| 33 | TSLA | Tesla INC | -0.4% | +2.05% | 増加 |
| 34 | NFLX | Netflix INC | -0.4% | -26.27% | 減少 |
| 35 | AMZN | Amazon.com INC | -0.5% | +0.98% | 増加 |
| 36 | GOOG | Alphabet Inc-cl C | -0.6% | -20.37% | 減少 |
| 37 | NOW | Servicenow INC | -0.7% | -37.63% | 減少 |
| 38 | AAPL | Apple INC | -0.8% | -18.19% | 減少 |
| 39 | IVVB | Ishares Large Cap Deep Quart | — | NEW | 新規購入 |
| 40 | SHLD | Global X Defense Tech ETF | — | EXIT | 全売却 |
| 41 | INDA | Ishares Msci India ETF | — | EXIT | 全売却 |
| 42 | QUAL | Ishares Msci USA Quality Fac | — | EXIT | 全売却 |
| 43 | UNP | Union Pacific CORP | — | NEW | 新規購入 |
| 44 | SCHW | Schwab (charles) CORP | — | NEW | 新規購入 |
| 45 | ETR | Entergy CORP | — | EXIT | 全売却 |
| 46 | USDU | Wisdomtree Bbg Usd Bullish | — | EXIT | 全売却 |
| 47 | AZPN1USD | Aspen Technology INC | — | EXIT | 全売却 |
| 48 | CMDT | Pimco Commodity Active Strat | — | NEW | 新規購入 |
| 49 | APPF | Appfolio INC - A | — | NEW | 新規購入 |
| 50 | RBIL | US Treasury Ultra Short Tips | — | NEW | 新規購入 |