CIK: 0002008738
申告総資産額
$4.7億
上位200銘柄を表示中（全208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 | 4.65% | -0.19% | +0.41% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 4.54% | -0.06% | -19.56% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.51% | -0.74% | -0.09% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.16% | -2.71% | +28.92% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.94% | -1.03% | -32.44% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.58% | -0.18% | +3.47% | |
| 7 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 3.16% | -3.95% | +152.10% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.74% | -0.10% | -13.01% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.68% | +1.82% | +14.62% | |
| 10 | INRO | Ishares US In Ro Act Etf-usd | ETF-その他 | 2.50% | -0.07% | +3.56% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.32% | — | -7.30% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.26% | -0.09% | +1.05% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.96% | -0.25% | -1.48% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.67% | +0.10% | +2.10% | |
| 15 | MSI | Motorola Solutions INC | 株式-IT | 1.40% | — | +3.21% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.35% | -0.73% | +4.10% | |
| 17 | ETN | Eaton Corporation plc | 株式-資本財 | 1.34% | — | -0.95% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.33% | -0.28% | +97.25% | |
| 19 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.28% | -0.09% | +3.23% | |
| 20 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.14% | — | -1.83% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.10% | — | +0.20% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.09% | -0.09% | +202.86% | |
| 23 | ITW | Illinois Tool Works | 株式-資本財 | 1.05% | +0.09% | +0.02% | |
| 24 | ADI | Analog Devices INC | 株式-IT | 1.00% | +0.06% | +78.28% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | — | -1.08% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | +0.13% | +2.73% | |
| 27 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.93% | +0.18% | +2.85% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | — | -2.95% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.91% | — | -62.30% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.89% | — | +3.00% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.84% | -0.70% | +16.53% | |
| 32 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 0.84% | — | +18.53% | |
| 33 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.78% | -0.34% | -0.56% | |
| 34 | CME | Cme Group INC | 株式-金融 | 0.73% | — | +1.79% | |
| 35 | CB | Chubb Limited | 株式-金融 | 0.71% | — | +1.86% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | — | +2.56% | |
| 37 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.66% | — | +1.48% | |
| 38 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.66% | — | +2.04% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | -7.14% | |
| 40 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.66% | — | +3.53% | |
| 41 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.66% | — | +3.40% | |
| 42 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.66% | — | +3.90% | |
| 43 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.65% | — | -7.95% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.62% | — | +4.49% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | -0.06% | -3.63% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | -1.57% | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.56% | — | +1.70% | |
| 48 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.55% | — | +0.45% | |
| 49 | APD | Air Products & Chemicals INC | 株式-素材 | 0.55% | — | +1.38% | |
| 50 | O | Realty Income CORP | 株式-不動産 | 0.53% | — | +4.64% |