CIK: 0001761755
申告総資産額
$4.4億
上位200銘柄を表示中(全1229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 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.75% | -0.26% | +4.90% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.56% | -0.75% | +10.39% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.42% | — | +5.48% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.01% | -0.17% | +3.21% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.89% | — | +14.22% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.83% | -0.16% | +4.37% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.74% | — | -2.79% | |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.71% | — | +13.24% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.44% | — | +20.82% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.29% | -0.23% | -5.48% | |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.27% | — | +10.01% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.16% | +0.21% | +16.62% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.04% | — | +16.28% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.03% | — | +12.94% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.98% | — | +8.80% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.95% | — | +11.14% | |
| 17 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.93% | — | +3.38% | |
| 18 | GBCI | Glacier Bancorp INC | 株式-金融 | 0.91% | — | -1.18% | |
| 19 | NFLX | Netflix INC | 株式-通信サービス | 0.91% | — | +0.24% | |
| 20 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.90% | — | -0.50% | |
| 21 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.89% | — | +3.93% | |
| 22 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.87% | — | +4.32% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | -0.48% | +18.52% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.86% | — | +7.19% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.83% | -0.20% | +2.15% | |
| 26 | CRM | Salesforce INC | 株式-IT | 0.79% | — | +0.57% | |
| 27 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.79% | — | +8.45% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.76% | — | +4.87% | |
| 29 | NOW | Servicenow INC | 株式-IT | 0.71% | -0.16% | -21.23% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | +0.10% | +0.96% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.66% | — | +55.16% | |
| 32 | ADBE | Adobe INC | 株式-IT | 0.66% | — | -24.41% | |
| 33 | ACN | Accenture plc | 株式-IT | 0.65% | — | -0.13% | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.65% | — | +0.43% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | -0.19% | +20.60% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.60% | — | +31.60% | |
| 37 | SNOW | Snowflake INC | 株式-IT | 0.58% | — | +52.89% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | — | +33.98% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | +101.44% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | +3.52% | |
| 41 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.53% | — | -1.01% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.53% | — | +19.29% | |
| 43 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 0.52% | — | -3.92% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | — | +100.63% | |
| 45 | ADSK | Autodesk INC | 株式-IT | 0.51% | — | +0.92% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | -0.12% | +28.01% | |
| 47 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.49% | — | +5.68% | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.49% | — | +6.92% | |
| 49 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.47% | — | +15.58% | |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.45% | — | +11.24% |