CIK: 0001858740
申告総資産額
$29.3億
上位200銘柄を表示中（全2557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 | 3.77% | -0.20% | +3.87% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.94% | -0.28% | +2.69% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.82% | -0.28% | +0.42% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.03% | -0.55% | +3.57% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.49% | -0.14% | +1.83% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.43% | -0.34% | +16.96% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.24% | — | +7.44% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.18% | — | +6.00% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.15% | -0.26% | +301.51% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.14% | — | +3.05% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.13% | -0.18% | +2.77% | |
| 12 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.10% | — | +16.75% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 0.97% | — | +0.19% | |
| 14 | GTO | Invesco Total Return Bond Et | ETF-その他 | 0.95% | — | +15.11% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | — | +2.29% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.88% | — | +5.86% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.87% | — | +43.64% | |
| 18 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.86% | — | +6.02% | |
| 19 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.84% | — | +30.08% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.84% | — | +3.87% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | — | -0.16% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | +0.19% | +1.13% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.79% | — | +0.92% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.76% | -0.25% | +18.16% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.72% | — | -2.59% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.70% | — | -0.14% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.69% | — | -0.68% | |
| 28 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.69% | — | +2.84% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.69% | — | +10.92% | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 0.69% | -0.18% | -14.96% | |
| 31 | CRL | Charles River Laboratories | 株式-ヘルスケア | 0.67% | — | -0.47% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.64% | — | +15.06% | |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.63% | — | +3.70% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +4.56% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | -0.12% | +1.80% | |
| 36 | ASML | ASML Holding N.V. | 株式-IT | 0.56% | — | -0.15% | |
| 37 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 0.56% | — | +17.26% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.56% | — | +5.55% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | +6.21% | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.54% | — | +5.83% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.54% | — | -0.45% | |
| 42 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.53% | — | +12.22% | |
| 43 | NDAQ | Nasdaq INC | 株式-金融 | 0.51% | — | -0.32% | |
| 44 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.51% | — | -6.26% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.49% | — | +7.72% | |
| 46 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.49% | — | — | |
| 47 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.49% | — | -0.45% | |
| 48 | PWR | Quanta Services INC | 株式-資本財 | 0.48% | +0.15% | +30.81% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.47% | — | +5.38% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.47% | — | +4.35% |