CIK: 0001978608
申告総資産額
$7.4億
上位200銘柄を表示中（全467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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.70% | +2.27% | -12.90% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.41% | -0.16% | +55.25% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.30% | -0.90% | +1.30% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.75% | — | -5.06% | |
| 5 | ORCL | Oracle CORP | 株式-IT | 2.35% | -0.63% | -5.88% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.35% | -0.68% | -9.99% | |
| 7 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.95% | +0.24% | +11.18% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.54% | +0.16% | +16.90% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.49% | -0.15% | +4.06% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.47% | -0.32% | -8.93% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.41% | -0.72% | +3.79% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.32% | +0.26% | +10.29% | |
| 13 | NFLX | Netflix INC | 株式-通信サービス | 1.19% | — | -7.94% | |
| 14 | SHOP | Shopify INC - Class A | 株式-IT | 1.19% | -0.41% | -16.38% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.16% | — | +15.30% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.15% | — | +8.96% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.11% | -0.21% | +304.69% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.10% | -0.23% | -18.02% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.03% | — | +33.21% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.03% | -0.30% | -5.80% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.91% | -0.41% | -4.04% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | +11.12% | |
| 23 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.84% | — | +53.28% | |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.80% | — | +17.20% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | +0.18% | +5.56% | |
| 26 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.74% | — | +1.62% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | -1.42% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.64% | -0.16% | +4.09% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | +1.69% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.63% | — | -29.85% | |
| 31 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.61% | -0.15% | -10.16% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.60% | -0.26% | -26.94% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.60% | — | +49.45% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.60% | — | -22.44% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | -2.86% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.58% | — | +6.43% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | +0.26% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.58% | — | +9.17% | |
| 39 | NOW | Servicenow INC | 株式-IT | 0.57% | — | -9.04% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.57% | — | -3.94% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.56% | — | -13.88% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.56% | — | -5.56% | |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.55% | -0.29% | +6.26% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | +0.16% | +12.58% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | +3.91% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.53% | -0.22% | -9.50% | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.51% | — | +0.83% | |
| 48 | MSCI | Msci INC | 株式-金融 | 0.51% | -0.18% | -9.80% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | +114.51% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | -8.58% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.7% | -12.90% | 増加 |
| 2 | NVDA | Nvidia CORP | +1.9% | +55.25% | 増加 |
| 3 | AVGO | Broadcom INC | +1% | +304.69% | 増加 |
| 4 | ORCL | Oracle CORP | +0.8% | -5.88% | 減少 |
| 5 | SPEM | State Street Sp Ptf Em ETF | +0.6% | +3.79% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.6% | +1.30% | 増加 |
| 7 | GLDM | Spdr Gold Minishares Trust | +0.5% | +33.21% | 増加 |
| 8 | TSLA | Tesla INC | +0.5% | +8.96% | 増加 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.5% | +4.06% | 増加 |
| 10 | IDXX | Idexx Laboratories INC | +0.4% | -7.08% | 増加 |
| 11 | VT | Vanguard Tot World Stk ETF | +0.4% | +1108.81% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.3% | +15.30% | 増加 |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.3% | +53.28% | 増加 |
| 14 | UBER | Uber Technologies INC | +0.3% | +265.54% | 増加 |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | -5.06% | 増加 |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +11.18% | 増加 |
| 17 | PEP | Pepsico INC | +0.2% | +114.51% | 増加 |
| 18 | INTU | Intuit INC | +0.2% | +285.77% | 増加 |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +16.90% | 増加 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.2% | -1.90% | 増加 |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +17.20% | 増加 |
| 22 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +49.45% | 増加 |
| 23 | SHOP | Shopify INC - Class A | +0.1% | -16.38% | 減少 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | -18.02% | 減少 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -1.42% | 増加 |
| 26 | JNJ | Johnson & Johnson | 0% | +11.12% | 増加 |
| 27 | NFLX | Netflix INC | 0% | -7.94% | 減少 |
| 28 | AON | Aon plc | -0.3% | -15.80% | 減少 |
| 29 | KO | Coca-cola Co/the | -0.3% | -46.25% | 減少 |
| 30 | WDAY | Workday Inc-class A | -0.3% | -41.35% | 減少 |
| 31 | ABNB | Airbnb Inc-class A | -0.3% | -41.34% | 減少 |
| 32 | PM | Philip Morris International | -0.4% | -22.44% | 減少 |
| 33 | ABT | Abbott Laboratories | -0.4% | -26.94% | 減少 |
| 34 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.4% | -55.36% | 減少 |
| 35 | ADBE | Adobe INC | -0.4% | -39.66% | 減少 |
| 36 | GOVT | Ishares US Treasury Bond ETF | -0.4% | -29.85% | 減少 |
| 37 | UNH | Unitedhealth Group INC | -0.5% | -15.22% | 減少 |
| 38 | V | Visa Inc-class A Shares | -0.6% | -8.93% | 減少 |
| 39 | AAPL | Apple INC | -0.6% | +10.29% | 減少 |
| 40 | AMZN | Amazon.com INC | -0.7% | -9.99% | 減少 |
| 41 | TMO | Thermo Fisher Scientific INC | -0.7% | -80.81% | 減少 |
| 42 | TIP | Ishares Tips Bond ETF | -0.8% | -36.49% | 減少 |
| 43 | JPST | Jpmorgan Ultra-short Income | -3.3% | +26.06% | 減少 |
| 44 | BBJP | Jpmorgan Betabuilders Japan | — | NEW | 新規購入 |
| 45 | IVVB | Ishares Large Cap Deep Quart | — | EXIT | 全売却 |
| 46 | SNPS | Synopsys INC | — | NEW | 新規購入 |
| 47 | BSX | Boston Scientific CORP | — | NEW | 新規購入 |
| 48 | IT | Gartner INC | — | EXIT | 全売却 |
| 49 | JNK | Ss Spdr Bb High Yield Bond | — | EXIT | 全売却 |
| 50 | INDA | Ishares Msci India ETF | — | NEW | 新規購入 |