CIK: 0001774086
申告総資産額
$4.6億
上位200銘柄を表示中（全273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 | NVDA | Nvidia CORP | 株式-IT | 3.90% | +0.40% | -0.44% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.53% | -0.08% | -0.41% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 3.20% | +0.10% | +1.44% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.97% | -0.03% | +3.26% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.91% | -0.11% | -3.25% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.88% | +0.01% | +0.28% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.60% | +0.26% | -0.19% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.28% | — | +2.20% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.19% | -0.05% | +1.32% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.02% | +0.30% | -0.09% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.87% | +0.19% | +26.71% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.38% | +0.06% | +0.76% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.33% | — | +5.26% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.22% | — | +42.50% | |
| 15 | PVAL | Putnam Focused Lrg Cap Value | ETF-その他 | 1.15% | +0.05% | +6.01% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.14% | +0.01% | +2.65% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.12% | — | -0.42% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | +2.53% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.10% | — | -0.04% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.06% | +0.09% | +3.77% | |
| 21 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 1.02% | — | +2.21% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.97% | — | +9.80% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.85% | — | -0.06% | |
| 24 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.82% | — | +4.84% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 0.81% | — | -5.32% | |
| 26 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.80% | +0.11% | +5.03% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.79% | — | -52.22% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.78% | — | +1.66% | |
| 29 | NET | Cloudflare INC - Class A | 株式-IT | 0.78% | +0.09% | +8.74% | |
| 30 | IDMO | Invesco S&p International De | ETF-その他 | 0.78% | — | +5.41% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.74% | +0.44% | -0.68% | |
| 32 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.72% | — | +1.97% | |
| 33 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 0.72% | — | -2.20% | |
| 34 | DNP | Dnp Select Income Fund INC | 株式-金融 | 0.71% | +0.10% | +7.41% | |
| 35 | MU | Micron Technology INC | 株式-IT | 0.67% | +0.54% | -6.64% | |
| 36 | ASML | ASML Holding N.V. | 株式-IT | 0.67% | +0.99% | +97.84% | |
| 37 | BDYN | Ishares Dyn Act ETF | ETF-その他 | 0.65% | — | +2.58% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.63% | -0.47% | +8.50% | |
| 39 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.61% | +0.09% | +5.44% | |
| 40 | ANET | Arista Networks INC | 株式-IT | 0.61% | +0.54% | +7.97% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.60% | — | -1.96% | |
| 42 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.59% | — | -2.21% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.59% | -0.59% | EXIT | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | -23.06% | |
| 45 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.57% | +0.08% | +5.57% | |
| 46 | AFIF | Anfield Universal Fixed Inco | ETF-その他 | 0.56% | -0.56% | EXIT | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.56% | — | +0.17% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.55% | +0.42% | +29.74% | |
| 49 | SO | Southern Co/the | 株式-公益事業 | 0.55% | -0.47% | +5.50% | |
| 50 | GE | General Electric | 株式-資本財 | 0.54% | +0.08% | +3.78% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WMT | Walmart INC | +0.5% | +42.50% | 増加 |
| 2 | ASML | ASML Holding N.V. | +0.4% | +97.84% | 増加 |
| 3 | TJX | Tjx Companies INC | +0.4% | +411.33% | 増加 |
| 4 | V | Visa Inc-class A Shares | +0.2% | +26.71% | 増加 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.76% | 増加 |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +2.20% | 増加 |
| 7 | COST | Costco Wholesale CORP | +0.2% | -0.42% | 減少 |
| 8 | DUK | Duke Energy CORP | +0.1% | +8.50% | 増加 |
| 9 | AVEM | Avantis Emerging Markets Eq | +0.1% | +129.17% | 増加 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -0.19% | 減少 |
| 11 | JPM | Jpmorgan Chase & Co | -0.1% | +1.32% | 増加 |
| 12 | XLF | Ss Financial Select Sector | -0.1% | -5.32% | 減少 |
| 13 | LLY | Eli Lilly & Co | -0.1% | -0.68% | 減少 |
| 14 | TDG | Transdigm Group INC | -0.1% | -14.27% | 減少 |
| 15 | ISRG | Intuitive Surgical INC | -0.1% | +4.84% | 増加 |
| 16 | AXON | Axon Enterprise INC | -0.1% | -1.99% | 減少 |
| 17 | NVDA | Nvidia CORP | -0.1% | -0.44% | 減少 |
| 18 | QUAL | Ishares Msci USA Quality Fac | -0.1% | -40.89% | 減少 |
| 19 | ADBE | Adobe INC | -0.2% | +9.65% | 増加 |
| 20 | QCOM | Qualcomm INC | -0.2% | -9.96% | 減少 |
| 21 | EFV | Ishares Msci Eafe Value ETF | -0.2% | -48.65% | 減少 |
| 22 | KKR | Kkr & Co INC | -0.2% | -2.98% | 減少 |
| 23 | PG | Procter & Gamble Co/the | -0.2% | -46.28% | 減少 |
| 24 | SCHG | Schwab US Large-cap Growth | -0.2% | -25.70% | 減少 |
| 25 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.41% | 減少 |
| 26 | AMZN | Amazon.com INC | -0.2% | +0.28% | 増加 |
| 27 | IEMG | Ishares Core Msci Emerging | -0.2% | -77.03% | 減少 |
| 28 | AVGO | Broadcom INC | -0.2% | +1.44% | 増加 |
| 29 | AAPL | Apple INC | -0.2% | -3.25% | 減少 |
| 30 | GOOG | Alphabet Inc-cl C | -0.2% | -23.06% | 減少 |
| 31 | META | Meta Platforms Inc-class A | -0.2% | -0.09% | 減少 |
| 32 | CVX | Chevron CORP | -0.3% | -66.05% | 減少 |
| 33 | KMI | Kinder Morgan INC | -0.3% | -60.79% | 減少 |
| 34 | ORCL | Oracle CORP | -0.4% | -76.84% | 減少 |
| 35 | XLG | Invesco S&p 500 Top 50 ETF | -0.4% | -73.74% | 減少 |
| 36 | CSCO | Cisco Systems INC | -0.4% | -71.26% | 減少 |
| 37 | UBER | Uber Technologies INC | -0.4% | -83.22% | 減少 |
| 38 | MSFT | Microsoft CORP | -0.7% | +3.26% | 増加 |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.8% | -52.22% | 減少 |
| 40 | CRWD | Crowdstrike Holdings INC - A | — | NEW | 新規購入 |
| 41 | NFLX | Netflix INC | — | EXIT | 全売却 |
| 42 | INTU | Intuit INC | — | NEW | 新規購入 |
| 43 | LULU | Lululemon Athletica INC | — | NEW | 新規購入 |
| 44 | GOVT | Ishares US Treasury Bond ETF | — | NEW | 新規購入 |
| 45 | CORO | Ish Intl Ctry Rot Act ETF | — | NEW | 新規購入 |
| 46 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | 新規購入 |
| 47 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | — | NEW | 新規購入 |
| 48 | EMB | Ishares Jp Morgan Usd Emergi | — | EXIT | 全売却 |
| 49 | LNT | Alliant Energy CORP | — | EXIT | 全売却 |
| 50 | MCO | Moody's CORP | — | NEW | 新規購入 |