CIK: 0001858740
申告総資産額
$29.3億
上位200銘柄を表示中（全2440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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.44% | -0.28% | +8.04% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.34% | -0.20% | +5.36% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.45% | — | +8.89% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.02% | -0.26% | -2.75% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | -0.28% | +5.63% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.44% | -0.34% | +3.06% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.27% | -0.55% | -0.89% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.66% | — | +4.24% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.54% | -0.14% | +1.89% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.34% | -0.18% | +10.89% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.23% | — | +3.22% | |
| 12 | XLF | Ss Financial Select Sector | ETF-その他 | 1.14% | -0.18% | +4.54% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | — | -1.74% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | +0.19% | +1.98% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.96% | — | +2.85% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.90% | — | +52.15% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.86% | — | -0.80% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.80% | — | -1.23% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.79% | — | +1.44% | |
| 20 | GTO | Invesco Total Return Bond Et | ETF-その他 | 0.79% | — | -0.99% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.79% | -0.13% | +1.38% | |
| 22 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.79% | — | -1.02% | |
| 23 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.78% | — | +3.26% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.78% | — | +1.78% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.78% | — | -3.34% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | +0.97% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.69% | — | +4.97% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.68% | — | +18.23% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | — | +3.02% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.64% | -0.12% | -0.29% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.63% | — | +1.40% | |
| 32 | UDOW | Proshares Ultrapro Dow30 | ETF-その他 | 0.61% | — | — | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.61% | — | +8.90% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | -0.12% | +8.43% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | +4.19% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.56% | — | -13.69% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | -6.43% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.53% | — | +5.18% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.52% | -0.13% | +17.41% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | -6.82% | |
| 41 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.50% | — | -19.63% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | — | |
| 43 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.48% | — | +0.45% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | — | +6.18% | |
| 45 | ANET | Arista Networks INC | 株式-IT | 0.47% | — | — | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +15.51% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | -49.74% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.43% | — | -51.05% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | — | -0.35% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.40% | — | -1.86% |