CIK: 0001091370
申告総資産額
$16.7億
上位200銘柄を表示中（全458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 | NVDA | Nvidia CORP | 株式-IT | 6.03% | -0.30% | -11.22% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.20% | -0.28% | -20.51% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.20% | -0.63% | -22.78% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.78% | -0.19% | -22.46% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.06% | — | -3.94% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.92% | -0.09% | -20.54% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.78% | — | +3.68% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.41% | — | -16.26% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.39% | — | -23.83% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | -0.13% | -31.48% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.23% | — | -11.52% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.23% | -0.10% | -29.52% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.21% | -0.21% | -13.00% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.21% | -0.12% | -17.41% | |
| 15 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.17% | -0.08% | -7.89% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.10% | — | -11.62% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.08% | — | -21.02% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.06% | +0.16% | +140.51% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.04% | -0.10% | -20.56% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.97% | +0.24% | -21.29% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.97% | — | -4.87% | |
| 22 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.97% | — | -7.17% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | -0.10% | -29.62% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.86% | — | -19.06% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | -0.08% | -26.41% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.78% | +0.07% | -11.04% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | -19.11% | |
| 28 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 0.77% | -0.07% | -3.99% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.13% | +4.64% | |
| 30 | SHOP | Shopify INC - Class A | 株式-IT | 0.72% | -0.24% | -13.90% | |
| 31 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.72% | — | -0.56% | |
| 32 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.68% | -0.10% | -6.66% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | +0.17% | -28.49% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | -0.08% | -6.74% | |
| 35 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.61% | -0.06% | -18.98% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | +0.08% | -19.72% | |
| 37 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.58% | — | -20.30% | |
| 38 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.57% | — | -32.54% | |
| 39 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.56% | — | +49.38% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | — | -32.41% | |
| 41 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.55% | — | +5.49% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.54% | — | -12.98% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.53% | — | -17.90% | |
| 44 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.53% | — | -52.19% | |
| 45 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.53% | +0.15% | -14.82% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.49% | — | -20.45% | |
| 47 | VLO | Valero Energy CORP | 株式-エネルギー | 0.48% | +0.16% | -18.36% | |
| 48 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.48% | — | -25.62% | |
| 49 | DIVI | Franklin International Core | ETF-その他 | 0.46% | — | -11.08% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | -5.92% |