CIK: 0001858740
申告総資産額
$29.3億
上位200銘柄を表示中（全2357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 | 5.56% | -0.28% | +17.33% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.88% | -0.26% | +2.67% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.33% | -0.20% | -1.04% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.47% | — | -15.26% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.40% | -0.55% | +2.84% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.38% | -0.28% | +3.50% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.19% | -0.34% | -5.07% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.65% | -0.14% | +5.02% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.43% | -0.18% | +1.40% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | — | -2.54% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.13% | -0.13% | +47.61% | |
| 12 | XLF | Ss Financial Select Sector | ETF-その他 | 1.03% | -0.18% | -15.73% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.99% | — | -1.33% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.88% | — | +0.68% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.88% | +0.19% | +6.09% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.85% | — | -5.56% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +13.32% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.82% | — | -0.50% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.81% | — | +36.50% | |
| 20 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.81% | — | -6.33% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.81% | -0.12% | -0.79% | |
| 22 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.80% | — | -1.13% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | — | +9.81% | |
| 24 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.77% | — | -1.22% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | -0.12% | +5.40% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.75% | — | -1.70% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.74% | +0.67% | -75.26% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.71% | — | -13.50% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.70% | -0.13% | -0.51% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.67% | — | +2.97% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.67% | +0.19% | -1.03% | |
| 32 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.65% | — | +5.31% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | — | -34.17% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | +7.25% | |
| 35 | EVTR | Eaton Vance Total Return | ETF-その他 | 0.64% | +0.19% | +145.60% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.61% | — | -0.97% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.59% | — | -20.39% | |
| 38 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.58% | — | -17.86% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.57% | — | -5.21% | |
| 40 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 0.55% | +0.66% | +900615.15% | |
| 41 | UBER | Uber Technologies INC | 株式-資本財 | 0.51% | — | +1.27% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | — | +2.53% | |
| 43 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.50% | — | +0.64% | |
| 44 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.50% | — | -4.03% | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.49% | -0.27% | +19.89% | |
| 46 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.48% | — | -1.00% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | -8.64% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | -1.22% | |
| 49 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.44% | — | -37.57% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.44% | — | -2.09% |