CIK: 0002054149
申告総資産額
$1.3億
上位200銘柄を表示中（全371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 | 5.82% | — | -0.65% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.94% | — | -2.45% | |
| 3 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 3.99% | — | -4.81% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 3.25% | — | -0.82% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.22% | — | -4.22% | |
| 6 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 3.22% | — | -1.02% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.20% | — | +1.66% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.65% | — | -8.54% | |
| 9 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 2.50% | — | +0.32% | |
| 10 | WFC | Wells Fargo & Co | 株式-金融 | 2.43% | — | -0.64% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.32% | — | +0.39% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 2.18% | — | +0.12% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 2.08% | — | -0.81% | |
| 14 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.75% | — | -0.84% | |
| 15 | CAT | Caterpillar INC | 株式-資本財 | 1.65% | — | -0.19% | |
| 16 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.64% | — | +0.60% | |
| 17 | CB | Chubb Limited | 株式-金融 | 1.54% | — | +0.11% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.41% | — | +0.08% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.38% | — | -1.09% | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 1.35% | — | -0.35% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.35% | — | -5.69% | |
| 22 | PRU | Prudential Financial INC | 株式-金融 | 1.29% | — | -1.87% | |
| 23 | ADP | Automatic Data Processing | 株式-IT | 1.26% | — | +0.07% | |
| 24 | DUK | Duke Energy CORP | 株式-公益事業 | 1.11% | — | +0.84% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | -3.37% | |
| 26 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 1.07% | — | -0.29% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.96% | — | +0.48% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.95% | — | -1.17% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.89% | — | +0.99% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.89% | — | -2.05% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | — | -0.31% | |
| 32 | FSMD | Fidelity Small-mid Multifact | ETF-その他 | 0.87% | — | +9.93% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | — | -1.02% | |
| 34 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 0.84% | — | +473.62% | |
| 35 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.80% | — | +0.92% | |
| 36 | AFL | Aflac INC | 株式-金融 | 0.79% | — | +0.08% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.76% | — | -0.41% | |
| 38 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.75% | — | +2.14% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.74% | — | -4.88% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | +0.56% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.72% | — | -1.09% | |
| 42 | BLK | Blackrock INC | 株式-金融 | 0.70% | — | -0.55% | |
| 43 | ROP | Roper Technologies INC | 株式-IT | 0.68% | — | -0.18% | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.66% | — | +0.44% | |
| 45 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.56% | — | +1.07% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | -0.26% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.55% | — | -4.83% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | +0.23% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | -0.65% | |
| 50 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 0.48% | — | -9.27% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -2.45% | 減少 |
| 2 | FDLO | Fidelity Low Volat Fact ETF | +0.7% | +473.62% | 増加 |
| 3 | CAT | Caterpillar INC | +0.2% | -0.19% | 減少 |
| 4 | WFC | Wells Fargo & Co | +0.2% | -0.64% | 減少 |
| 5 | FHLC | Fidelity Msci Health Care | +0.1% | +0.60% | 増加 |
| 6 | CB | Chubb Limited | +0.1% | +0.11% | 増加 |
| 7 | LLY | Eli Lilly & Co | +0.1% | +10.00% | 増加 |
| 8 | WMT | Walmart INC | +0.1% | -0.81% | 減少 |
| 9 | RTX | Rtx CORP | +0.1% | -0.35% | 減少 |
| 10 | MRK | Merck & Co. INC. | +0.1% | -4.83% | 減少 |
| 11 | FSMD | Fidelity Small-mid Multifact | +0.1% | +9.93% | 増加 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -1.02% | 減少 |
| 13 | CRM | Salesforce INC | +0.1% | -0.41% | 減少 |
| 14 | AMGN | Amgen INC | +0.1% | -0.26% | 減少 |
| 15 | USL | United States 12 Month Oil | +0.1% | +129.45% | 増加 |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +0.12% | 増加 |
| 17 | NTRA | Natera INC | +0.1% | — | 変化なし |
| 18 | GLD | Spdr Gold Shares | +0.1% | +68.18% | 増加 |
| 19 | IVV | Ishares Core S&p 500 ETF | 0% | +1.66% | 増加 |
| 20 | MCK | Mckesson CORP | 0% | -0.84% | 減少 |
| 21 | PRU | Prudential Financial INC | 0% | -1.87% | 減少 |
| 22 | KO | Coca-cola Co/the | 0% | +0.99% | 増加 |
| 23 | JPM | Jpmorgan Chase & Co | — | +0.39% | 増加 |
| 24 | AAPL | Apple INC | 0% | -4.22% | 減少 |
| 25 | V | Visa Inc-class A Shares | 0% | -0.82% | 減少 |
| 26 | FENY | Fidelity Msci Energy Index | -0.1% | -9.27% | 減少 |
| 27 | UPS | United Parcel Service-cl B | -0.1% | -38.14% | 減少 |
| 28 | DUK | Duke Energy CORP | -0.1% | +0.84% | 増加 |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -84.22% | 減少 |
| 30 | ORCL | Oracle CORP | -0.1% | +0.09% | 増加 |
| 31 | LYB | LyondellBasell Industries N.V. | -0.1% | -55.03% | 減少 |
| 32 | BLK | Blackrock INC | -0.1% | -0.55% | 減少 |
| 33 | LMT | Lockheed Martin CORP | -0.1% | -1.09% | 減少 |
| 34 | LOW | Lowe's Cos INC | -0.1% | +0.08% | 増加 |
| 35 | HD | Home Depot INC | -0.1% | -0.65% | 減少 |
| 36 | COST | Costco Wholesale CORP | -0.1% | -2.05% | 減少 |
| 37 | ROP | Roper Technologies INC | -0.1% | -0.18% | 減少 |
| 38 | NVDA | Nvidia CORP | -0.1% | -5.69% | 減少 |
| 39 | TTD | Trade Desk Inc/the -class A | -0.1% | -72.86% | 減少 |
| 40 | PG | Procter & Gamble Co/the | -0.2% | -3.37% | 減少 |
| 41 | AMZN | Amazon.com INC | -0.2% | -8.54% | 減少 |
| 42 | ADP | Automatic Data Processing | -0.2% | +0.07% | 増加 |
| 43 | FBCG | Fidelity Blue Chip Grow ETF | -0.2% | -4.81% | 減少 |
| 44 | MSFT | Microsoft CORP | -0.6% | -0.65% | 減少 |
| 45 | JBLU | Jetblue Airways CORP | — | NEW | 新規購入 |
| 46 | TBIL | F/m US Treasury 3 Month Bill | — | NEW | 新規購入 |
| 47 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 全売却 |
| 48 | PCRX | Pacira Biosciences INC | — | NEW | 新規購入 |
| 49 | OKE | Oneok INC | — | NEW | 新規購入 |
| 50 | PREF | Pri Spe Pre Sec Acti-usd INC | — | NEW | 新規購入 |