CIK: 0001761755
申告総資産額
$4.4億
上位200銘柄を表示中(全1559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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.95% | -0.17% | +42.82% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.64% | — | +7.07% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.27% | -0.26% | -8.50% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.27% | -0.75% | +3.75% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.25% | — | +10.88% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.15% | -0.23% | +7.64% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.96% | -0.16% | -10.65% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.79% | — | +11.75% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.36% | — | +24.26% | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 1.34% | — | +4.55% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.31% | — | -3.81% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.29% | — | +17.33% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | -0.48% | +7.93% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.09% | — | +39.85% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.04% | +0.21% | -1.05% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.01% | — | +5.37% | |
| 17 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.99% | — | -19.51% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.98% | -0.19% | +18.99% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | — | -1.73% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.93% | — | -0.52% | |
| 21 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.91% | — | +3.28% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 0.81% | -0.10% | +15.62% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.77% | -0.20% | +5.80% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.76% | — | +4.59% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.70% | — | -30.49% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | -0.14% | +10.89% | |
| 27 | GBCI | Glacier Bancorp INC | 株式-金融 | 0.68% | — | -4.95% | |
| 28 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.65% | — | +212.54% | |
| 29 | NOW | Servicenow INC | 株式-IT | 0.61% | -0.16% | -17.93% | |
| 30 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.59% | — | -35.96% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | — | +6.53% | |
| 32 | SHOP | Shopify INC - Class A | 株式-IT | 0.56% | — | -3.82% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.55% | -0.32% | +43.32% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.53% | — | -2.27% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | — | +7.35% | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | — | +9.02% | |
| 37 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.50% | — | +46.09% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | -0.12% | +9.53% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | -0.17% | +97.11% | |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.47% | — | -2.11% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.46% | — | -5.52% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | +0.10% | +5.46% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | +0.50% | +10.78% | |
| 44 | ACN | Accenture plc | 株式-IT | 0.44% | — | -6.09% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | +13.72% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.44% | — | -5.91% | |
| 47 | PAAA | Pgim Aaa Clo ETF | ETF-その他 | 0.43% | — | +81.54% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.42% | — | +10.21% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | -17.60% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.39% | — | +6.50% |