CIK: 0001846138
申告総資産額
$2.7億
上位200銘柄を表示中（全507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 | AAPL | Apple INC | 株式-IT | 13.95% | -2.21% | -0.30% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 11.18% | — | -2.87% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.20% | -0.17% | +0.27% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.25% | -0.12% | +11.82% | |
| 5 | CGDV | Cap Group Dividend Value | ETF-その他 | 2.48% | +0.22% | +2.68% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.38% | -0.21% | +2.09% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.35% | -0.58% | — | |
| 8 | AVAV | Aerovironment INC | 株式-資本財 | 2.02% | -0.44% | +1.44% | |
| 9 | SYK | Stryker CORP | 株式-ヘルスケア | 1.87% | -0.09% | +0.10% | |
| 10 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.80% | -0.21% | +1.84% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.72% | -0.01% | -1.17% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.65% | -0.11% | +1.98% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.62% | -0.23% | -0.83% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.59% | +0.32% | -0.07% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | — | +0.12% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.45% | -0.19% | +1.15% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.33% | -0.02% | +0.02% | |
| 18 | CGUS | Cap Group Core Equity | ETF-その他 | 1.16% | — | +1.61% | |
| 19 | FAST | Fastenal Co | 株式-資本財 | 1.16% | -0.04% | +95.08% | |
| 20 | GBX | Greenbrier Companies INC | 株式-その他 | 0.95% | -0.02% | +1.54% | |
| 21 | CGXU | Cap Group Intl Focus | ETF-その他 | 0.91% | — | +8.31% | |
| 22 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.86% | -0.13% | +6.73% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | — | -0.17% | |
| 24 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-その他 | 0.83% | +0.51% | +12.89% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.81% | -0.06% | -2.46% | |
| 26 | EMR | Emerson Electric Co | 株式-資本財 | 0.80% | -0.12% | +0.03% | |
| 27 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.79% | — | — | |
| 28 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.73% | -0.01% | +426.10% | |
| 29 | LIN | Linde plc | 株式-素材 | 0.72% | +0.08% | -4.97% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | +6.30% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | -0.05% | +4.81% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | +24.33% | |
| 33 | TKR | Timken Co | 株式-資本財 | 0.63% | — | +0.03% | |
| 34 | TRMB | Trimble INC | 株式-IT | 0.61% | — | -2.91% | |
| 35 | WY | Weyerhaeuser Co | 株式-不動産 | 0.60% | -0.05% | -3.18% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | -0.17% | -0.13% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.13% | +0.08% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.50% | — | +15.98% | |
| 39 | WINN | Harbor Long-term Growers ETF | ETF-その他 | 0.49% | +0.34% | -5.82% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | — | — | |
| 41 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.47% | — | — | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.46% | -0.06% | -2.04% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | -0.37% | |
| 44 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.44% | +0.14% | +19.90% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | -2.47% | |
| 46 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 0.42% | — | +21.84% | |
| 47 | USB | US Bancorp | 株式-金融 | 0.42% | -0.06% | -0.91% | |
| 48 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 0.42% | — | +142.49% | |
| 49 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.41% | — | -1.31% | |
| 50 | ASML | ASML Holding N.V. | 株式-IT | 0.41% | — | +3.26% |