CIK: 0002012303
申告総資産額
$1.6億
上位200銘柄を表示中(全513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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.08% | +1.65% | +12.23% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.32% | +1.96% | +5.33% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 4.24% | +2.05% | -1.62% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 4.01% | +2.32% | -0.67% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.83% | — | +1.72% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.10% | +0.99% | +19.29% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.08% | +0.60% | +5.08% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.05% | — | +0.13% | |
| 9 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.87% | +0.78% | +7.19% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.86% | — | +25.96% | |
| 11 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.69% | — | +0.40% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.67% | +1.42% | -0.49% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.63% | +1.00% | +6.06% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.60% | — | -0.25% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | +0.56% | +5.25% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.24% | +0.40% | -1.17% | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.15% | +0.31% | +48.16% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | — | +3.36% | |
| 19 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.96% | — | -0.91% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | +3.51% | |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.90% | — | +2.20% | |
| 22 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.89% | — | -0.05% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.85% | +0.32% | +0.38% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | — | -8.59% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | +0.20% | +546.43% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.78% | +0.52% | -0.87% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.75% | — | +4.03% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.74% | — | +3.09% | |
| 29 | TMUS | T-mobile US INC | 株式-通信サービス | 0.72% | — | -0.61% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | — | +37.15% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.68% | +0.31% | +61.12% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.68% | — | -2.53% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.65% | +0.25% | — | |
| 34 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.64% | +0.24% | +11.62% | |
| 35 | CTAS | Cintas CORP | 株式-資本財 | 0.64% | — | +1.27% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.63% | — | +3.39% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.62% | -0.08% | -0.63% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.62% | — | -5.93% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.61% | +0.54% | +2.15% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.61% | — | +8.45% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | — | +0.38% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.59% | — | +5.96% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.58% | -0.28% | EXIT | |
| 44 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.57% | — | +1.03% | |
| 45 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 0.56% | — | +17.99% | |
| 46 | TT | Trane Technologies plc | 株式-資本財 | 0.54% | — | -4.66% | |
| 47 | CERY | Ss Spdr Bbg En Ry Cm St N-ui | ETF-その他 | 0.53% | +0.41% | +33.40% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | +3.69% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | — | +1.20% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.49% | — | +0.45% |