CIK: 0002008738
申告総資産額
$4.7億
上位200銘柄を表示中（全215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 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 5.31% | -0.06% | +13.70% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.86% | -0.74% | +6.86% | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.36% | -1.03% | +10.80% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.13% | -0.19% | +6.45% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.78% | — | +16.21% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.66% | +1.82% | +0.82% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.23% | — | -17.88% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 2.06% | — | +20.05% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.04% | -0.25% | +3.75% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.90% | -0.09% | +7.08% | |
| 11 | ETN | Eaton Corporation plc | 株式-資本財 | 1.79% | — | +7.49% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.74% | — | -18.17% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.73% | -2.71% | +6.15% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.70% | -0.10% | +6.19% | |
| 15 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.63% | +0.18% | +8.35% | |
| 16 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.54% | — | +6.73% | |
| 17 | ITW | Illinois Tool Works | 株式-資本財 | 1.45% | +0.09% | +0.02% | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.43% | -0.34% | -3.67% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.41% | — | +8.16% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.40% | — | +5.51% | |
| 21 | MSI | Motorola Solutions INC | 株式-IT | 1.35% | — | +9.27% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.35% | +0.10% | +220.51% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.33% | -0.28% | +5.82% | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.29% | +0.48% | +15.07% | |
| 25 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.29% | — | -8.48% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 1.15% | — | +4.69% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | +0.13% | +7.96% | |
| 28 | CB | Chubb Limited | 株式-金融 | 1.11% | — | +11.87% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.04% | -0.73% | +38.83% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.00% | — | -0.41% | |
| 31 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.89% | — | -0.02% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.89% | — | +6.29% | |
| 33 | CME | Cme Group INC | 株式-金融 | 0.82% | — | +10.74% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.82% | — | -9.32% | |
| 35 | DVN | Devon Energy CORP | 株式-エネルギー | 0.82% | — | +9.03% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.79% | — | +31.09% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | -0.06% | +9.00% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.68% | — | +9.98% | |
| 39 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.68% | — | +17.10% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | — | +14.41% | |
| 41 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.66% | — | -16.45% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.64% | — | +7.90% | |
| 43 | APD | Air Products & Chemicals INC | 株式-素材 | 0.62% | — | +11.14% | |
| 44 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.62% | — | +12.17% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | -0.08% | +0.78% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | — | +4.23% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.53% | -0.09% | — | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | — | +6.64% | |
| 49 | MMD | Nyli Mackay Dt Muni Oppo Fnd | 株式-その他 | 0.52% | — | -0.11% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.52% | — | +6.37% |