CIK: 0001846138
申告総資産額
$2.7億
上位200銘柄を表示中（全484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 | 15.59% | -2.21% | -0.37% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 10.37% | — | -0.89% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.88% | -0.17% | -1.87% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.35% | -0.12% | -3.46% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.30% | -0.21% | +53.04% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-その他 | 2.39% | +0.22% | +0.31% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.36% | -0.01% | +62.73% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.19% | -0.58% | — | |
| 9 | AVAV | Aerovironment INC | 株式-資本財 | 2.01% | -0.44% | — | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.01% | -0.23% | +0.26% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.79% | -0.19% | -0.82% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.62% | -0.11% | -0.23% | |
| 13 | SYK | Stryker CORP | 株式-ヘルスケア | 1.58% | -0.09% | +0.30% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.56% | +0.32% | -0.10% | |
| 15 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.50% | -0.21% | +0.06% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.31% | — | -1.19% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.30% | -0.02% | -0.28% | |
| 18 | FAST | Fastenal Co | 株式-資本財 | 1.22% | -0.04% | -0.57% | |
| 19 | CGUS | Cap Group Core Equity | ETF-その他 | 1.14% | — | +1.68% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | — | -1.41% | |
| 21 | CGXU | Cap Group Intl Focus | ETF-その他 | 0.89% | — | -0.23% | |
| 22 | GBX | Greenbrier Companies INC | 株式-その他 | 0.85% | -0.02% | -0.60% | |
| 23 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-その他 | 0.84% | +0.51% | +4.61% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | -0.17% | — | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.75% | -0.06% | +0.41% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.74% | -0.13% | -3.00% | |
| 27 | EMR | Emerson Electric Co | 株式-資本財 | 0.71% | -0.12% | +0.04% | |
| 28 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.71% | — | — | |
| 29 | LIN | Linde plc | 株式-素材 | 0.66% | +0.08% | +0.03% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | +5.02% | |
| 31 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.65% | -0.01% | -2.06% | |
| 32 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 0.60% | — | +56.98% | |
| 33 | TRMB | Trimble INC | 株式-IT | 0.59% | — | — | |
| 34 | TKR | Timken Co | 株式-資本財 | 0.59% | — | -0.30% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | -0.05% | — | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.56% | — | +0.06% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | +0.13% | -0.49% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | -7.63% | |
| 39 | WINN | Harbor Long-term Growers ETF | ETF-その他 | 0.49% | +0.34% | +3.56% | |
| 40 | WY | Weyerhaeuser Co | 株式-不動産 | 0.49% | -0.05% | -6.87% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.46% | — | — | |
| 42 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.45% | +0.14% | +4.29% | |
| 43 | ASML | ASML Holding N.V. | 株式-IT | 0.45% | — | — | |
| 44 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.44% | — | — | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.44% | -0.06% | +0.01% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.40% | -0.06% | — | |
| 47 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 0.40% | — | -2.49% | |
| 48 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.39% | — | — | |
| 49 | CGGO | Cap Group Global Growth | ETF-その他 | 0.37% | — | — | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | +0.06% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | -3.46% | 増加 |
| 2 | AVAV | Aerovironment INC | +1.1% | — | 増加 |
| 3 | MINT | Pimco Enhanced Short Maturit | +0.8% | +53.04% | 増加 |
| 4 | COST | Costco Wholesale CORP | +0.6% | +62.73% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.5% | -1.87% | 減少 |
| 6 | SMMU | Pimco Shrt Trm Muni Bnd ETF | +0.5% | -2.06% | 増加 |
| 7 | GOOG | Alphabet Inc-cl C | +0.5% | +0.26% | 減少 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.82% | 増加 |
| 9 | MINO | Pimco Municipal Income Oppor | +0.4% | +56.98% | 増加 |
| 10 | TSLA | Tesla INC | +0.2% | — | 減少 |
| 11 | CGIE | Cap Group Intl Equity | +0.2% | +104.03% | 増加 |
| 12 | CAT | Caterpillar INC | +0.2% | +0.06% | 増加 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -0.23% | 増加 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.2% | +5.02% | 増加 |
| 15 | TMSL | T.rowe Prc Small-mid Cap ETF | +0.1% | +4.61% | 増加 |
| 16 | CGGR | Cap Group Growth Equity | +0.1% | +4.29% | 増加 |
| 17 | ASML | ASML Holding N.V. | +0.1% | — | 増加 |
| 18 | AMAT | Applied Materials INC | +0.1% | +46.99% | 増加 |
| 19 | CGXU | Cap Group Intl Focus | +0.1% | -0.23% | 増加 |
| 20 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | -2.49% | 増加 |
| 21 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +14.89% | 増加 |
| 22 | VXUS | Vanguard Total Intl Stock | +0.1% | +25.35% | 増加 |
| 23 | ORCL | Oracle CORP | +0.1% | — | 増加 |
| 24 | CGDV | Cap Group Dividend Value | +0.1% | +0.31% | 増加 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | — | 増加 |
| 26 | FAST | Fastenal Co | +0.1% | -0.57% | 増加 |
| 27 | SNOW | Snowflake INC | +0.1% | — | 変化なし |
| 28 | LRCX | Lam Research CORP | +0.1% | -2.23% | 増加 |
| 29 | CGUS | Cap Group Core Equity | 0% | +1.68% | 増加 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 変化なし |
| 31 | CGGO | Cap Group Global Growth | 0% | — | 増加 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.28% | 減少 |
| 33 | TRMB | Trimble INC | 0% | — | 減少 |
| 34 | WINN | Harbor Long-term Growers ETF | 0% | +3.56% | 減少 |
| 35 | EMR | Emerson Electric Co | 0% | +0.04% | 増加 |
| 36 | NKE | Nike INC -cl B | 0% | -3.00% | 増加 |
| 37 | AMZN | Amazon.com INC | 0% | -1.19% | 減少 |
| 38 | JNJ | Johnson & Johnson | -0.1% | -1.41% | 減少 |
| 39 | EIX | Edison International | -0.1% | -29.15% | 減少 |
| 40 | INTC | Intel CORP | -0.1% | -69.10% | 減少 |
| 41 | AMGN | Amgen INC | -0.2% | +0.41% | 減少 |
| 42 | GBX | Greenbrier Companies INC | -0.3% | -0.60% | 増加 |
| 43 | WY | Weyerhaeuser Co | -0.3% | -6.87% | 減少 |
| 44 | CVX | Chevron CORP | -0.4% | -0.10% | 減少 |
| 45 | AAPL | Apple INC | -0.5% | -0.37% | 減少 |
| 46 | SBUX | Starbucks CORP | -0.5% | +0.06% | 増加 |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | -0.5% | — | 変化なし |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -3% | -0.89% | 減少 |
| 49 | CGIC | Cap Group Intl Core Eq | — | NEW | 新規購入 |
| 50 | LASR | Nlight INC | — | EXIT | 全売却 |