CIK: 0001803848
申告総資産額
$12.7億
上位200銘柄を表示中（全452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 | MSFT | Microsoft CORP | 株式-IT | 6.53% | -0.42% | -14.90% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.52% | -0.11% | +0.04% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.39% | -0.45% | +25.22% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.82% | — | +18.06% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.56% | — | +97.99% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.10% | — | +25.09% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.09% | — | -1.82% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.07% | -0.17% | +12.20% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.00% | — | +793.10% | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.79% | — | — | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.69% | — | -25.15% | |
| 12 | INTC | Intel CORP | 株式-IT | 1.62% | — | +1972.11% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.60% | +0.20% | +16.97% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.50% | +0.07% | +1.55% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.47% | -0.07% | -8.51% | |
| 16 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.45% | — | — | |
| 17 | HUM | Humana INC | 株式-ヘルスケア | 1.45% | — | -4.10% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.45% | -0.34% | +2.66% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.20% | -0.08% | +1.53% | |
| 20 | CME | Cme Group INC | 株式-金融 | 1.15% | — | -0.53% | |
| 21 | CNOB | Connectone Bancorp INC | 株式-その他 | 1.13% | — | — | |
| 22 | ASML | ASML Holding N.V. | 株式-IT | 1.04% | — | +129.60% | |
| 23 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.04% | — | +4.26% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.04% | -0.06% | +35.09% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | — | -20.09% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.97% | — | +37.36% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.91% | — | +26.78% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.88% | — | -43.13% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.87% | — | -1.67% | |
| 30 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.78% | -0.25% | — | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | — | -1.44% | |
| 32 | BLKCHF | Blackrock INC | 株式-その他 | 0.77% | — | +42.74% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | -0.06% | +16.38% | |
| 34 | PNC | Pnc Financial Services Group | 株式-金融 | 0.75% | — | -9.01% | |
| 35 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.70% | — | +2.70% | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.68% | — | +4.14% | |
| 37 | CI | THE Cigna Group | 株式-ヘルスケア | 0.66% | — | -21.33% | |
| 38 | CSGP | Costar Group INC | 株式-不動産 | 0.59% | — | — | |
| 39 | CSX | Csx CORP | 株式-資本財 | 0.56% | — | +126.02% | |
| 40 | ENB | Enbridge INC | 株式-エネルギー | 0.56% | — | — | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.56% | — | +309.58% | |
| 42 | CB | Chubb Limited | 株式-金融 | 0.53% | — | +2.34% | |
| 43 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.52% | — | — | |
| 44 | PYPL | Paypal Holdings INC | 株式-金融 | 0.52% | — | -2.78% | |
| 45 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.51% | — | — | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | +0.09% | -6.80% | |
| 47 | TXN | Texas Instruments INC | 株式-IT | 0.50% | — | — | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.49% | — | +146.97% | |
| 49 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.47% | — | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.46% | — | -22.09% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +1.8% | +793.10% | 増加 |
| 2 | INTC | Intel CORP | +1.5% | +1972.11% | 増加 |
| 3 | AMZN | Amazon.com INC | +1.5% | +0.04% | 増加 |
| 4 | CMCSA | Comcast Corp-class A | +1.3% | — | 変化なし |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | +1.2% | +97.99% | 増加 |
| 6 | IWF | Ishares Russell 1000 Growth | +0.9% | +25.22% | 増加 |
| 7 | ASML | ASML Holding N.V. | +0.6% | +129.60% | 増加 |
| 8 | AAPL | Apple INC | +0.4% | +16.97% | 増加 |
| 9 | UNP | Union Pacific CORP | +0.4% | +309.58% | 増加 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +35.09% | 増加 |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | +0.3% | +768.65% | 増加 |
| 12 | MUB | Ishares National Muni Bond E | +0.3% | +2386.92% | 増加 |
| 13 | CSX | Csx CORP | +0.3% | +126.02% | 増加 |
| 14 | BX | Blackstone INC | +0.3% | +634.67% | 増加 |
| 15 | BLKCHF | Blackrock INC | +0.2% | +42.74% | 増加 |
| 16 | HON | Honeywell International INC | +0.2% | +146.97% | 増加 |
| 17 | DXCM | Dexcom INC | +0.2% | — | 変化なし |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.2% | +26.78% | 増加 |
| 19 | LHX | L3harris Technologies INC | +0.2% | +143.66% | 増加 |
| 20 | PYPL | Paypal Holdings INC | +0.2% | -2.78% | 減少 |
| 21 | MSFT | Microsoft CORP | +0.1% | -14.90% | 減少 |
| 22 | AVGO | Broadcom INC | +0.1% | +12.20% | 増加 |
| 23 | SLB | Slb LTD | -0.2% | — | 変化なし |
| 24 | PEG | Public Service Enterprise Gp | -0.2% | -63.39% | 減少 |
| 25 | R6C2 | Royal Dutch Shell-spon Adr-b | -0.2% | +0.06% | 増加 |
| 26 | MDY | State Street Spdr S&p Midcap | -0.3% | -22.09% | 減少 |
| 27 | ICE | Intercontinental Exchange In | -0.3% | -34.28% | 減少 |
| 28 | KO | Coca-cola Co/the | -0.3% | -1.67% | 減少 |
| 29 | V | Visa Inc-class A Shares | -0.3% | -20.09% | 減少 |
| 30 | CI | THE Cigna Group | -0.3% | -21.33% | 減少 |
| 31 | GM | General Motors Co | -0.3% | -80.51% | 減少 |
| 32 | BA | Boeing Co/the | -0.4% | +37.36% | 増加 |
| 33 | NKE | Nike INC -cl B | -0.4% | -72.41% | 減少 |
| 34 | CME | Cme Group INC | -0.4% | -0.53% | 減少 |
| 35 | HD | Home Depot INC | -0.4% | -25.15% | 減少 |
| 36 | 6D8 | Dupont De Nemours INC | -0.5% | -76.55% | 減少 |
| 37 | EFA | Ishares Msci Eafe ETF | -0.5% | -1.82% | 減少 |
| 38 | PNC | Pnc Financial Services Group | -0.6% | -9.01% | 減少 |
| 39 | DIS | Walt Disney Co/the | -0.7% | -52.60% | 減少 |
| 40 | COF | Capital One Financial CORP | -0.8% | -43.38% | 減少 |
| 41 | MA | Mastercard INC - A | -0.8% | -43.13% | 減少 |
| 42 | CNOB | Connectone Bancorp INC | -0.8% | — | 変化なし |
| 43 | WFC | Wells Fargo & Co | -1% | -81.04% | 減少 |
| 44 | JPM | Jpmorgan Chase & Co | -1.1% | -8.51% | 減少 |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | 新規購入 |
| 46 | XLV | Ss Health Care Select Sector | — | NEW | 新規購入 |
| 47 | PXDEUR | Pioneer Natural Resources Co | — | NEW | 新規購入 |
| 48 | SHOP | Shopify INC - Class A | — | NEW | 新規購入 |
| 49 | DOCU | Docusign INC | — | NEW | 新規購入 |
| 50 | SGENEUR | Seagen INC | — | NEW | 新規購入 |