CIK: 0002011274
申告総資産額
$8.3億
上位200銘柄を表示中（全367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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 13.08% | — | +4.52% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.77% | — | +1.66% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.63% | — | +25.00% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.84% | — | +3.31% | |
| 5 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 2.72% | — | +12.10% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.63% | — | -3.45% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.45% | — | +0.15% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.07% | — | +0.96% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.92% | — | +0.69% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.79% | — | -0.31% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.54% | — | -16.64% | |
| 12 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.53% | — | -0.39% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.51% | — | +31.54% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.48% | — | -0.53% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.36% | — | -0.30% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | — | -0.09% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.31% | — | +1.32% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.31% | — | +0.57% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.31% | — | +1.38% | |
| 20 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.29% | — | +881.50% | |
| 21 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 1.28% | — | +16.53% | |
| 22 | ACN | Accenture plc | 株式-IT | 1.22% | — | -0.29% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | — | +29.11% | |
| 24 | DRI | Darden Restaurants INC | 株式-一般消費財 | 1.19% | — | -0.57% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | — | +29.43% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.15% | — | -0.04% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.05% | — | -0.28% | |
| 28 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 1.05% | — | -0.39% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 1.00% | — | -5.89% | |
| 30 | GS | Goldman Sachs Group INC | 株式-金融 | 0.97% | — | +10003.74% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.94% | — | +10.79% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.94% | — | +0.00% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.94% | — | -2.76% | |
| 34 | ITW | Illinois Tool Works | 株式-資本財 | 0.93% | — | +0.23% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.88% | — | +5789.88% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | — | -0.11% | |
| 37 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.84% | — | -0.50% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | — | -0.42% | |
| 39 | GWW | Ww Grainger INC | 株式-資本財 | 0.79% | — | +0.17% | |
| 40 | PHM | Pultegroup INC | 株式-一般消費財 | 0.78% | — | -0.31% | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.75% | — | +0.40% | |
| 42 | SPG | Simon Property Group INC | 株式-不動産 | 0.70% | — | -0.71% | |
| 43 | CDNS | Cadence Design Sys INC | 株式-IT | 0.70% | — | -22.72% | |
| 44 | WSO | Watsco INC | 株式-資本財 | 0.67% | — | -0.75% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.65% | — | -8.36% | |
| 46 | MBB | Ishares Mbs ETF | ETF-その他 | 0.62% | — | -1.10% | |
| 47 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.62% | — | — | |
| 48 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.55% | — | +2.54% | |
| 49 | AN | Autonation INC | 株式-一般消費財 | 0.54% | — | +0.37% | |
| 50 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.54% | — | — |