CIK: 0002011274
申告総資産額
$8.3億
上位200銘柄を表示中（全360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 | 14.47% | — | +0.76% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.66% | — | -7.93% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.89% | — | +0.16% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.01% | — | -0.41% | |
| 5 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 2.99% | — | -0.34% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.52% | — | -0.63% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.45% | — | -9.24% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.39% | — | -1.07% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.33% | — | -4.37% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.02% | — | +15.56% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.94% | — | +1.62% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.70% | — | -0.27% | |
| 13 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.68% | — | -0.76% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.60% | — | -0.48% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.50% | — | -14.97% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.48% | — | -3.23% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | — | -1.11% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.41% | — | -0.88% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | — | -0.29% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | — | +0.02% | |
| 21 | GS | Goldman Sachs Group INC | 株式-金融 | 1.37% | — | -0.33% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.35% | — | +1.12% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.32% | — | +1.78% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.29% | — | +0.50% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 1.24% | — | +1.05% | |
| 26 | BLK | Blackrock INC | 株式-金融 | 1.23% | — | — | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.19% | — | -0.93% | |
| 28 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 1.11% | — | -0.31% | |
| 29 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.05% | — | -0.59% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.03% | — | -6.78% | |
| 31 | MS | Morgan Stanley | 株式-金融 | 0.90% | — | +0.39% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.90% | — | +14.31% | |
| 33 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 0.88% | — | +1.03% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.88% | — | -7.26% | |
| 35 | SPG | Simon Property Group INC | 株式-不動産 | 0.88% | — | +0.56% | |
| 36 | CMI | Cummins INC | 株式-資本財 | 0.82% | — | -0.24% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | — | -1.16% | |
| 38 | PHM | Pultegroup INC | 株式-一般消費財 | 0.76% | — | -0.16% | |
| 39 | GWW | Ww Grainger INC | 株式-資本財 | 0.74% | — | -0.15% | |
| 40 | MBB | Ishares Mbs ETF | ETF-その他 | 0.73% | — | +9.36% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | — | -0.80% | |
| 42 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.68% | — | +850.63% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.68% | — | +0.45% | |
| 44 | WSO | Watsco INC | 株式-資本財 | 0.65% | — | -0.71% | |
| 45 | ANET | Arista Networks INC | 株式-IT | 0.63% | — | — | |
| 46 | MLI | Mueller Industries INC | 株式-資本財 | 0.58% | — | -0.71% | |
| 47 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.57% | — | -0.29% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.56% | — | +51.04% | |
| 49 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.56% | — | +0.62% | |
| 50 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.56% | — | -0.97% |