CIK: 0002051715
申告総資産額
$1.2億
上位200銘柄を表示中（全1055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 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 9.33% | -0.11% | +6.22% | |
| 2 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 9.04% | +0.48% | +7.50% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 7.08% | +0.18% | +9.54% | |
| 4 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 6.82% | — | +10.03% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 5.94% | -0.15% | +6.29% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.52% | +0.07% | +7.61% | |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 5.38% | -0.37% | +6.66% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.11% | +0.14% | +5.24% | |
| 9 | LVHI | Franklin International Low V | ETF-その他 | 3.94% | +0.94% | +6.05% | |
| 10 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 3.74% | +0.10% | +4.65% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 3.49% | — | +5.72% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.69% | -0.38% | -2.34% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.41% | -0.04% | +21.13% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.31% | -0.16% | -0.19% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.28% | -0.38% | -2.87% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.19% | -0.06% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.99% | -0.21% | — | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | -0.04% | +2.22% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | -0.09% | +3.16% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.52% | -0.08% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | -0.05% | -10.13% | |
| 22 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.47% | — | +12.30% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.43% | +0.01% | — | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | +0.06% | -1.53% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.41% | +0.01% | — | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | -0.04% | +12.44% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.39% | -0.15% | -0.34% | |
| 28 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.37% | +0.01% | — | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.36% | -0.02% | +38.20% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | -0.05% | -4.77% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.30% | — | -17.69% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | +0.05% | +10.87% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.28% | — | -1.32% | |
| 34 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.28% | -0.01% | — | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.28% | — | +4.28% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.28% | -0.05% | +16.70% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.27% | +0.07% | -8.29% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.27% | -0.02% | -2.14% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.26% | -0.03% | +1.86% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | -0.04% | -2.69% | |
| 41 | UL | Unilever PLC | 株式-生活必需品 | 0.25% | — | -3.06% | |
| 42 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.25% | — | +3.26% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.25% | -0.04% | -0.09% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | -0.02% | -7.00% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | +0.04% | -4.12% | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.24% | — | — | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.22% | — | +8.14% | |
| 48 | RVT | Royce Small-cap Trust INC | 株式-その他 | 0.22% | — | — | |
| 49 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.21% | — | +0.08% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.21% | -0.07% | -7.64% |