CIK: 0001761755
申告総資産額
$4.4億
上位200銘柄を表示中（全493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 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 3.73% | — | +8.90% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.31% | — | +4.65% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.82% | -0.17% | +4.09% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.47% | — | +10.14% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.47% | -0.16% | +4.55% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.31% | -0.75% | +20.91% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.26% | — | +7120.32% | |
| 8 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.26% | — | +6.65% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.26% | -0.19% | +9.00% | |
| 10 | ADBE | Adobe INC | 株式-IT | 1.65% | — | +15.15% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.60% | — | +17.49% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.57% | — | +3.44% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.52% | — | +3.07% | |
| 14 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.49% | — | +3.00% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.45% | +0.21% | +17.61% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.43% | — | +4.21% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.38% | -0.20% | +16.63% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.33% | — | +27.24% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.30% | — | +20.76% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.28% | — | +18.61% | |
| 21 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.13% | — | +25.71% | |
| 22 | ACN | Accenture plc | 株式-IT | 1.11% | — | +18.41% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.08% | — | +4.20% | |
| 24 | ADSK | Autodesk INC | 株式-IT | 1.08% | — | +16.30% | |
| 25 | PYPL | Paypal Holdings INC | 株式-金融 | 1.08% | — | +21.87% | |
| 26 | NOW | Servicenow INC | 株式-IT | 1.06% | -0.16% | +15.77% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.05% | -0.48% | +20.30% | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.01% | — | +17.23% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.96% | — | +17.77% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.92% | — | +2.79% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.89% | +0.10% | -0.02% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.87% | — | +12.55% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | +27.98% | |
| 34 | DG | Dollar General CORP | 株式-生活必需品 | 0.69% | — | +16.43% | |
| 35 | THY | Toews Agility Shares Dynamic | ETF-その他 | 0.68% | — | -21.92% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.68% | -1.12% | +67.56% | |
| 37 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.68% | — | +18.92% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.67% | — | +1.48% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.66% | — | +12.10% | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.65% | — | +1.62% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | +22.49% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.51% | — | +239.85% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | +0.50% | -1.65% | |
| 44 | IT | Gartner INC | 株式-IT | 0.50% | — | +16.57% | |
| 45 | BBN | Blackrock Taxable Muni Bnd | 株式-その他 | 0.50% | — | +35.42% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.49% | -0.11% | +33.84% | |
| 47 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.48% | — | +14.15% | |
| 48 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.48% | — | +159.68% | |
| 49 | MSCI | Msci INC | 株式-金融 | 0.47% | — | +16.03% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | -0.14% | +9.66% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JMST | JPM Ultra-short Muni Income | +2.2% | +7120.32% | 増加 |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +239.85% | 増加 |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +889.29% | 増加 |
| 4 | EWJ | Ishares Msci Japan ETF | +0.3% | +159.68% | 増加 |
| 5 | ALGN | Align Technology INC | +0.2% | +18.92% | 増加 |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +599.40% | 増加 |
| 7 | IWF | Ishares Russell 1000 Growth | +0.2% | +67.56% | 増加 |
| 8 | RTX | Rtx CORP | +0.2% | +94.59% | 増加 |
| 9 | ADSK | Autodesk INC | +0.2% | +16.30% | 増加 |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +318.70% | 増加 |
| 11 | AAPL | Apple INC | +0.2% | +27.24% | 増加 |
| 12 | DIS | Walt Disney Co/the | +0.2% | +22.49% | 増加 |
| 13 | SHOP | Shopify INC - Class A | +0.2% | +417.62% | 増加 |
| 14 | PYPL | Paypal Holdings INC | +0.1% | +21.87% | 増加 |
| 15 | GLD | Spdr Gold Shares | +0.1% | +156.68% | 増加 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +17.61% | 増加 |
| 17 | QCOM | Qualcomm INC | +0.1% | +33.84% | 増加 |
| 18 | AMZN | Amazon.com INC | +0.1% | +100.18% | 増加 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +20.30% | 増加 |
| 20 | BL | Blackline INC | +0.1% | +24.28% | 増加 |
| 21 | CSCO | Cisco Systems INC | +0.1% | +42.40% | 増加 |
| 22 | ACN | Accenture plc | +0.1% | +18.41% | 増加 |
| 23 | UNH | Unitedhealth Group INC | +0.1% | +27.98% | 増加 |
| 24 | IT | Gartner INC | +0.1% | +16.57% | 増加 |
| 25 | SBUX | Starbucks CORP | +0.1% | +12.55% | 増加 |
| 26 | V | Visa Inc-class A Shares | 0% | +20.76% | 増加 |
| 27 | MSFT | Microsoft CORP | 0% | +20.91% | 増加 |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +4.20% | 増加 |
| 29 | ZTS | Zoetis INC | 0% | +25.71% | 増加 |
| 30 | NOW | Servicenow INC | 0% | +15.77% | 増加 |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | -0.1% | +3.07% | 増加 |
| 32 | MA | Mastercard INC - A | -0.1% | +16.63% | 増加 |
| 33 | ABT | Abbott Laboratories | -0.1% | +18.61% | 増加 |
| 34 | VCIT | Vanguard Int-term Corporate | -0.1% | +17.23% | 増加 |
| 35 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | -0.1% | +3.00% | 増加 |
| 36 | ADBE | Adobe INC | -0.2% | +15.15% | 増加 |
| 37 | SPEM | State Street Sp Ptf Em ETF | -0.2% | +3.44% | 増加 |
| 38 | JPST | Jpmorgan Ultra-short Income | -0.2% | +17.49% | 増加 |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.3% | +4.55% | 増加 |
| 40 | META | Meta Platforms Inc-class A | -0.3% | +9.00% | 増加 |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.3% | +4.65% | 増加 |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.4% | +4.09% | 増加 |
| 43 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -0.4% | +6.65% | 増加 |
| 44 | THY | Toews Agility Shares Dynamic | -0.5% | -21.92% | 減少 |
| 45 | SPSB | Ss Spdr P St C CORP ETF | -0.5% | +10.14% | 増加 |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | -0.7% | +8.90% | 増加 |
| 47 | ICSH | Ishares Ultra Short Duration | -2% | -78.02% | 減少 |
| 48 | ILMN | Illumina INC | — | NEW | 新規購入 |
| 49 | GBIL | Goldman Sachs Access Treasur | — | EXIT | 全売却 |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | — | EXIT | 全売却 |