CIK: 0002054149
申告総資産額
$1.3億
上位200銘柄を表示中（全367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 | 6.45% | — | -0.05% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 4.23% | — | -5.78% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.05% | — | -0.83% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 3.28% | — | -0.70% | |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 3.26% | — | -0.16% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.24% | — | -1.44% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.16% | — | -0.64% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.84% | — | +0.45% | |
| 9 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 2.59% | — | +0.30% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.32% | — | -0.06% | |
| 11 | WFC | Wells Fargo & Co | 株式-金融 | 2.27% | — | -1.48% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 2.13% | — | -0.78% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 2.00% | — | -0.37% | |
| 14 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.71% | — | -1.40% | |
| 15 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.51% | — | -8.99% | |
| 16 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.51% | — | -0.97% | |
| 17 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.48% | — | -1.35% | |
| 18 | ADP | Automatic Data Processing | 株式-IT | 1.47% | — | -1.59% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.47% | — | -0.14% | |
| 20 | CB | Chubb Limited | 株式-金融 | 1.43% | — | -0.81% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.41% | — | -2.13% | |
| 22 | RTX | Rtx CORP | 株式-資本財 | 1.28% | — | -0.17% | |
| 23 | PRU | Prudential Financial INC | 株式-金融 | 1.25% | — | -5.55% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.24% | — | +0.66% | |
| 25 | DUK | Duke Energy CORP | 株式-公益事業 | 1.19% | — | +0.49% | |
| 26 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 1.10% | — | -1.09% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.00% | — | -0.76% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.98% | — | -1.15% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.96% | — | -0.64% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | — | +4.42% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.86% | — | +0.21% | |
| 32 | AFL | Aflac INC | 株式-金融 | 0.82% | — | +0.33% | |
| 33 | FSMD | Fidelity Small-mid Multifact | ETF-その他 | 0.81% | — | +0.48% | |
| 34 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.79% | — | -0.34% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | — | +0.30% | |
| 36 | BLK | Blackrock INC | 株式-金融 | 0.79% | — | -1.48% | |
| 37 | ROP | Roper Technologies INC | 株式-IT | 0.79% | — | -3.06% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.79% | — | -2.11% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.76% | — | -0.73% | |
| 40 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.74% | — | +88.42% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.72% | — | -3.83% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.70% | — | +3.87% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.66% | — | +0.13% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | -4.63% | |
| 45 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.56% | — | +0.77% | |
| 46 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 0.54% | — | -3.29% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | +0.35% | |
| 48 | ITW | Illinois Tool Works | 株式-資本財 | 0.51% | — | -1.49% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | — | -10.86% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | -2.25% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.1% | -0.05% | 減少 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.83% | 減少 |
| 3 | DYNF | Ishrs US E F R A Etf-usd INC | +0.6% | +88.42% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | -0.64% | 増加 |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | +0.4% | -0.16% | 増加 |
| 6 | FBCG | Fidelity Blue Chip Grow ETF | +0.4% | -5.78% | 減少 |
| 7 | NVDA | Nvidia CORP | +0.4% | -0.14% | 減少 |
| 8 | CAT | Caterpillar INC | +0.3% | -2.13% | 減少 |
| 9 | ABBV | Abbvie INC | +0.2% | -0.73% | 増加 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -0.06% | 減少 |
| 11 | RTX | Rtx CORP | +0.2% | -0.17% | 減少 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -1.80% | 増加 |
| 13 | TTD | Trade Desk Inc/the -class A | +0.2% | -8.42% | 増加 |
| 14 | ✓ | Blackrock ETF Trust | +0.2% | +4.67% | 増加 |
| 15 | ITA | Ishares U.s. Aerospace & Def | +0.2% | -0.34% | 減少 |
| 16 | MCK | Mckesson CORP | +0.1% | -1.40% | 減少 |
| 17 | ORCL | Oracle CORP | +0.1% | +0.18% | 増加 |
| 18 | FDLO | Fidelity Low Volat Fact ETF | +0.1% | +15.49% | 増加 |
| 19 | FHEQ | Fidelity Hedged Equity ETF | +0.1% | +189.57% | 増加 |
| 20 | BINC | Ishares Flex I A Etf-usd INC | +0.1% | +4.05% | 増加 |
| 21 | TSLA | Tesla INC | +0.1% | +2.77% | 増加 |
| 22 | GD | General Dynamics CORP | +0.1% | -0.15% | 減少 |
| 23 | BLK | Blackrock INC | +0.1% | -1.48% | 減少 |
| 24 | DGRO | Ishares Core Dividend Growth | +0.1% | -2.11% | 増加 |
| 25 | FIDU | Fidelity Msci Indust Indx | +0.1% | -1.09% | 減少 |
| 26 | WFC | Wells Fargo & Co | 0% | -1.48% | 減少 |
| 27 | ACN | Accenture plc | -0.1% | -42.40% | 減少 |
| 28 | PEP | Pepsico INC | -0.1% | -13.70% | 減少 |
| 29 | FDX | Fedex CORP | -0.2% | -25.26% | 減少 |
| 30 | CRM | Salesforce INC | -0.2% | +3.87% | 増加 |
| 31 | XLE | Ss Energy Select Sector | -0.2% | -1.65% | 減少 |
| 32 | ROP | Roper Technologies INC | -0.2% | -3.06% | 減少 |
| 33 | FENY | Fidelity Msci Energy Index | -0.3% | -3.29% | 減少 |
| 34 | COST | Costco Wholesale CORP | -0.3% | -0.76% | 減少 |
| 35 | ADP | Automatic Data Processing | -0.3% | -1.59% | 減少 |
| 36 | PG | Procter & Gamble Co/the | -0.3% | +0.66% | 減少 |
| 37 | FHLC | Fidelity Msci Health Care | -0.3% | -8.99% | 減少 |
| 38 | MRK | Merck & Co. INC. | -0.3% | -2.25% | 減少 |
| 39 | FSTA | Fidelity Msci Cons Stap Indx | -0.3% | +0.30% | 減少 |
| 40 | CB | Chubb Limited | -0.3% | -0.81% | 減少 |
| 41 | LYB | LyondellBasell Industries N.V. | -0.4% | -26.25% | 減少 |
| 42 | PRU | Prudential Financial INC | -0.4% | -5.55% | 減少 |
| 43 | XMHQ | Invesco S&p Midcap Qual ETF | -0.5% | -99.53% | 減少 |
| 44 | V | Visa Inc-class A Shares | -0.5% | -0.70% | 減少 |
| 45 | CRWD | Crowdstrike Holdings INC - A | -0.9% | — | 減少 |
| 46 | NOW | Servicenow INC | — | EXIT | 全売却 |
| 47 | RDDT | Reddit Inc-cl A | — | NEW | 新規購入 |
| 48 | FBND | Fidelity Total Bond ETF | — | NEW | 新規購入 |
| 49 | SWK | Stanley Black & Decker INC | — | NEW | 新規購入 |
| 50 | VGSH | Vanguard Short-term Treasury | — | EXIT | 全売却 |