CIK: 0001978608
申告総資産額
$7.4億
上位200銘柄を表示中（全447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 | 4.40% | +2.27% | +22.15% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.25% | -0.16% | -3.03% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.02% | -0.90% | +0.42% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.00% | — | +9.17% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.40% | -0.68% | -0.49% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.22% | +0.24% | +12.21% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.96% | -0.15% | +4.98% | |
| 8 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.70% | -0.72% | +23.13% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.70% | +0.16% | +9.72% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.58% | +0.26% | +14.56% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.43% | -0.32% | -2.69% | |
| 12 | ORCL | Oracle CORP | 株式-IT | 1.41% | -0.63% | -11.46% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.39% | -0.23% | +0.67% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.38% | — | +21.94% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.19% | -0.41% | -5.37% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.12% | -0.21% | -1.17% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.04% | — | +2.25% | |
| 18 | SHOP | Shopify INC - Class A | 株式-IT | 1.00% | -0.41% | -19.95% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.95% | — | +17.30% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | — | +2.80% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.89% | -0.30% | -11.46% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.87% | — | +10.63% | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 0.82% | — | +808.04% | |
| 24 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.78% | — | +7.07% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | — | +4.50% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.71% | +0.18% | +1.91% | |
| 27 | WFC | Wells Fargo & Co | 株式-金融 | 0.68% | -0.16% | -1.90% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | +3.21% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.66% | — | +16.21% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | +15.40% | |
| 31 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.65% | — | +5.62% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | +3.54% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | +17.56% | |
| 34 | BBJP | Jpmorgan Betabuilders Japan | ETF-その他 | 0.63% | -0.63% | EXIT | |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.62% | — | +8.24% | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.60% | — | +0.46% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.59% | — | +6.82% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.58% | — | +0.82% | |
| 39 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.57% | -0.29% | +7.55% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | -1.50% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | +0.16% | +3.07% | |
| 42 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.53% | — | -52.50% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | +5.24% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.51% | -0.20% | +20.72% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.50% | — | -10.37% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | +6.15% | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.49% | — | -2.78% | |
| 48 | NOW | Servicenow INC | 株式-IT | 0.49% | — | +426.08% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.49% | -0.22% | -13.90% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | -0.27% | +176.74% |
| # | 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 | +0.7% | +22.15% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +4.98% | 増加 |
| 3 | ISRG | Intuitive Surgical INC | +0.3% | +185.29% | 増加 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +176.74% | 増加 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +0.67% | 増加 |
| 6 | SPEM | State Street Sp Ptf Em ETF | +0.3% | +23.13% | 増加 |
| 7 | LLY | Eli Lilly & Co | +0.3% | -5.37% | 減少 |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +12.21% | 増加 |
| 9 | AAPL | Apple INC | +0.3% | +14.56% | 増加 |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +9.17% | 増加 |
| 11 | TSLA | Tesla INC | +0.2% | +21.94% | 増加 |
| 12 | HGER | Harbor Commodity All Weather | +0.2% | +136.32% | 増加 |
| 13 | CRM | Salesforce INC | +0.2% | +89.50% | 増加 |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +9.72% | 増加 |
| 15 | BBJP | Jpmorgan Betabuilders Japan | +0.2% | +36.38% | 増加 |
| 16 | C | Citigroup INC | +0.2% | +53.47% | 増加 |
| 17 | VUG | Vanguard Growth ETF | +0.1% | +169.25% | 増加 |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +17.30% | 増加 |
| 19 | INDA | Ishares Msci India ETF | +0.1% | +57.72% | 増加 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +2.80% | 増加 |
| 21 | IVV | Ishares Core S&p 500 ETF | +0.1% | +17.56% | 増加 |
| 22 | VXUS | Vanguard Total Intl Stock | +0.1% | +20.72% | 増加 |
| 23 | MSTR | Strategy INC | +0.1% | +389.30% | 増加 |
| 24 | CSCO | Cisco Systems INC | +0.1% | +3.21% | 増加 |
| 25 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +16.21% | 増加 |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +10.63% | 増加 |
| 27 | BA | Boeing Co/the | +0.1% | +15.40% | 増加 |
| 28 | AMZN | Amazon.com INC | +0.1% | -0.49% | 減少 |
| 29 | GLD | Spdr Gold Shares | -0.1% | -74.59% | 減少 |
| 30 | PAYC | Paycom Software INC | -0.1% | -18.88% | 減少 |
| 31 | CSGP | Costar Group INC | -0.1% | -20.18% | 減少 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -27.04% | 減少 |
| 33 | AON | Aon plc | -0.1% | -21.21% | 減少 |
| 34 | OLLI | Ollie's Bargain Outlet Holdi | -0.1% | -38.69% | 減少 |
| 35 | META | Meta Platforms Inc-class A | -0.1% | +2.25% | 増加 |
| 36 | HD | Home Depot INC | -0.1% | -13.35% | 減少 |
| 37 | MA | Mastercard INC - A | -0.1% | -11.46% | 減少 |
| 38 | SHOP | Shopify INC - Class A | -0.2% | -19.95% | 減少 |
| 39 | ZTS | Zoetis INC | -0.2% | -20.03% | 減少 |
| 40 | VT | Vanguard Tot World Stk ETF | -0.2% | -45.48% | 減少 |
| 41 | WDAY | Workday Inc-class A | -0.2% | -75.42% | 減少 |
| 42 | ABT | Abbott Laboratories | -0.3% | -41.79% | 減少 |
| 43 | MSFT | Microsoft CORP | -0.3% | +0.42% | 増加 |
| 44 | NFLX | Netflix INC | -0.4% | +808.04% | 増加 |
| 45 | GLDM | Spdr Gold Minishares Trust | -0.5% | -52.50% | 減少 |
| 46 | ORCL | Oracle CORP | -0.9% | -11.46% | 減少 |
| 47 | UL | Unilever Plc-sponsored Adr | — | NEW | 新規購入 |
| 48 | UL | Unilever PLC | — | EXIT | 全売却 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新規購入 |
| 50 | RBIL | US Treasury Ultra Short Tips | — | EXIT | 全売却 |