CIK: 0002054921
申告総資産額
$1.6億
上位200銘柄を表示中(全304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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 16.43% | -0.27% | -3.90% | |
| 2 | GLOF | Ishares Global Equity Factor | ETF-その他 | 7.22% | -2.92% | -27.30% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.51% | +0.42% | +22.36% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.17% | -0.31% | -12.49% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.97% | — | -8.92% | |
| 6 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.80% | -0.40% | +1.28% | |
| 7 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 2.60% | — | -27.61% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.51% | -0.08% | +159.74% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.48% | +0.31% | +16.68% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.10% | +0.27% | +4.57% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.08% | +0.28% | +8.79% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.62% | — | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | -1.36% | EXIT | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | +0.59% | +15.24% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | -0.19% | +10.37% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.20% | +1.17% | +2239.50% | |
| 17 | INTU | Intuit INC | 株式-IT | 1.18% | +0.57% | +22.29% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.13% | +0.02% | +17.55% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.08% | -1.37% | EXIT | |
| 20 | APH | Amphenol Corp-cl A | 株式-IT | 1.04% | — | +22.28% | |
| 21 | ICE | Intercontinental Exchange In | 株式-金融 | 1.03% | +0.12% | +19.38% | |
| 22 | ADBE | Adobe INC | 株式-IT | 0.95% | -0.03% | +16.54% | |
| 23 | CB | Chubb Limited | 株式-金融 | 0.91% | +0.50% | +23.12% | |
| 24 | WCN | Waste Connections INC | 株式-資本財 | 0.90% | +0.46% | +23.32% | |
| 25 | CPRT | Copart INC | 株式-資本財 | 0.88% | — | +20.50% | |
| 26 | STE | STERIS plc | 株式-ヘルスケア | 0.87% | +0.55% | +22.80% | |
| 27 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.84% | +0.42% | +15.13% | |
| 28 | TDY | Teledyne Technologies INC | 株式-IT | 0.82% | +0.61% | +23.83% | |
| 29 | RKLB | Rocket Lab CORP | 株式-資本財 | 0.81% | +1.06% | NEW | |
| 30 | AD | Array Digital Infrastructure | 株式-その他 | 0.80% | -0.85% | -13.02% | |
| 31 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.77% | +0.41% | +23.94% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | -1.02% | EXIT | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | — | +14.64% | |
| 34 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.72% | +0.15% | +1663.95% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | — | +0.04% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | — | +15.80% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.65% | — | +31437.93% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.65% | — | +9903.54% | |
| 39 | ROP | Roper Technologies INC | 株式-IT | 0.59% | — | +15.19% | |
| 40 | LIN | Linde plc | 株式-素材 | 0.57% | +0.34% | +23.01% | |
| 41 | FDS | Factset Research Systems INC | 株式-金融 | 0.55% | — | +23.99% | |
| 42 | ADP | Automatic Data Processing | 株式-IT | 0.54% | -0.48% | EXIT | |
| 43 | ROL | Rollins INC | 株式-一般消費財 | 0.51% | +0.33% | +23.48% | |
| 44 | AME | Ametek INC | 株式-資本財 | 0.49% | — | +24.40% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | +0.39% | +330.73% | |
| 46 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.48% | — | +0.03% | |
| 47 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.47% | +0.19% | +23.95% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.44% | — | +21.93% | |
| 49 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.44% | — | +16.37% | |
| 50 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.44% | — | — |