CIK: 0001761755
申告総資産額
$4.4億
上位200銘柄を表示中（全563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 | 3.83% | — | +22.05% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.12% | — | +3.08% | |
| 3 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 3.04% | — | +53.81% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.45% | — | +22.84% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.45% | -0.17% | -2.85% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.39% | -0.16% | +0.46% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.33% | -0.75% | +8.84% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.30% | -0.19% | +8.06% | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.93% | — | — | |
| 10 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.90% | — | -11.47% | |
| 11 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.79% | — | +547.71% | |
| 12 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.67% | — | +23.10% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.53% | +0.21% | +2.11% | |
| 14 | ADBE | Adobe INC | 株式-IT | 1.46% | — | +6.69% | |
| 15 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.40% | — | -1.68% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.40% | — | -0.22% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.28% | — | +4.37% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | -0.26% | +388.67% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 1.22% | -0.20% | +1.02% | |
| 20 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.20% | — | -23.40% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.17% | -0.48% | +8.46% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.12% | — | +1.97% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.11% | — | +8.06% | |
| 24 | CRM | Salesforce INC | 株式-IT | 1.08% | — | +35.28% | |
| 25 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.07% | — | -23.70% | |
| 26 | AAPL | Apple INC | 株式-IT | 1.05% | — | -2.17% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.01% | — | -9.41% | |
| 28 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.00% | — | +7.16% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.89% | — | +5.88% | |
| 30 | PYPL | Paypal Holdings INC | 株式-金融 | 0.87% | — | -11.40% | |
| 31 | NOW | Servicenow INC | 株式-IT | 0.87% | -0.16% | +2.45% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.83% | — | +7.53% | |
| 33 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.77% | — | +123.38% | |
| 34 | ADSK | Autodesk INC | 株式-IT | 0.76% | — | -11.76% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.74% | +0.10% | +0.37% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | — | +6.68% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | — | +1728.64% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.63% | — | -13.33% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.62% | — | +3502.14% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.61% | — | +12.44% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.57% | — | +152.09% | |
| 42 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.56% | — | +376.39% | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.56% | — | -13.16% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | +0.50% | +1.82% | |
| 45 | IT | Gartner INC | 株式-IT | 0.55% | — | +10.04% | |
| 46 | BBN | Blackrock Taxable Muni Bnd | 株式-その他 | 0.53% | — | +32.86% | |
| 47 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.53% | — | +23.89% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | -0.92% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | -0.13% | +7.02% | |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.47% | — | +102.39% |