CIK: 0001800379
申告総資産額
$5.5億
上位200銘柄を表示中（全216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 | 4.77% | -0.26% | +0.75% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.77% | — | +3.27% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 3.12% | — | +2.36% | |
| 4 | ARKK | Ark Innovation ETF | ETF-その他 | 2.51% | -0.13% | -4.99% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.33% | — | +4.55% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.25% | -0.06% | -0.43% | |
| 7 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 2.17% | +0.10% | -22.91% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.10% | -0.17% | -0.17% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.78% | -0.50% | -0.15% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 1.78% | +0.08% | -0.20% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.65% | -0.19% | +1.01% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.64% | — | +44.39% | |
| 13 | XLB | Ss Materials Select Sector | ETF-その他 | 1.62% | — | +48.12% | |
| 14 | XLF | Ss Financial Select Sector | ETF-その他 | 1.55% | — | +842.36% | |
| 15 | NTNX | Nutanix INC - A | 株式-IT | 1.44% | — | -25.25% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.40% | — | +24.74% | |
| 17 | ✓ | Listed Fd Tr | 株式-その他 | 1.33% | — | — | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.30% | -0.05% | — | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | — | +0.32% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.17% | — | -0.11% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.16% | -0.10% | +3.30% | |
| 22 | PFPT | Proofpoint INC | 株式-その他 | 1.15% | — | -0.73% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | -0.06% | -6.48% | |
| 24 | TWLO | Twilio INC - A | 株式-IT | 1.12% | — | +4.88% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 1.10% | +0.10% | +299.98% | |
| 26 | AWR | American States Water Co | 株式-公益事業 | 1.10% | — | -0.80% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | -0.10% | -1.02% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.05% | — | -3.02% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.02% | +0.30% | +12.79% | |
| 30 | PINGUSD | Ping Identity Holding CORP | 株式-その他 | 1.01% | — | +292.62% | |
| 31 | MS | Morgan Stanley | 株式-金融 | 0.99% | -0.08% | -2.98% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | -0.07% | +0.90% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.89% | +0.11% | -1.79% | |
| 34 | ILMN | Illumina INC | 株式-ヘルスケア | 0.83% | — | +25.85% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.83% | -0.08% | -0.21% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | -0.06% | -0.25% | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.82% | — | +7.57% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.79% | -0.22% | +13.76% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | +0.18% | +13.29% | |
| 40 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.78% | -0.23% | +17.67% | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.78% | — | +0.66% | |
| 42 | UL | Unilever PLC | 株式-生活必需品 | 0.76% | — | -0.72% | |
| 43 | EMR | Emerson Electric Co | 株式-資本財 | 0.74% | — | -1.14% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | -0.16% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.73% | — | +6.43% | |
| 46 | CIEN | Ciena CORP | 株式-IT | 0.69% | +0.10% | -1.90% | |
| 47 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 0.68% | — | -50.14% | |
| 48 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-コモディティ | 0.68% | — | -2.05% | |
| 49 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.66% | — | +1.56% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.66% | — | -1.81% |