CIK: 0001761755
申告総資産額
$4.4億
上位200銘柄を表示中（全606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 | MSFT | Microsoft CORP | 株式-IT | 3.46% | -0.75% | -85.42% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.65% | -0.17% | -93.22% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.59% | -0.19% | -77.91% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.41% | — | -86.72% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.29% | -0.26% | -88.97% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 1.98% | -0.23% | -92.23% | |
| 7 | LCLG | Logan Capital Broad Innovati | ETF-その他 | 1.73% | -0.34% | +1.99% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 1.49% | -0.20% | -79.06% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.41% | -0.16% | -92.41% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 1.36% | -0.32% | -82.88% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.33% | +0.50% | -68.57% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | — | -83.02% | |
| 13 | PM | Philip Morris International | 株式-生活必需品 | 1.21% | — | -79.99% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.20% | — | -87.29% | |
| 15 | NFLX | Netflix INC | 株式-通信サービス | 1.18% | — | -85.31% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.17% | +0.10% | -64.32% | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.16% | -0.10% | -88.83% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.13% | — | -95.37% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | -0.48% | -89.19% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 0.94% | -0.13% | -74.85% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | -0.12% | -84.12% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | -0.14% | -73.54% | |
| 23 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.81% | — | +14.87% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.79% | -0.11% | -76.26% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | +0.21% | -90.18% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 0.73% | -0.20% | -79.09% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.72% | — | -73.54% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.71% | — | -79.83% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.71% | +0.37% | -81.57% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | -0.17% | -87.87% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.66% | +0.38% | -65.97% | |
| 32 | ANET | Arista Networks INC | 株式-IT | 0.65% | — | +60.80% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | -0.14% | -89.16% | |
| 34 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.62% | +0.43% | -58.84% | |
| 35 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.61% | — | -92.77% | |
| 36 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.60% | — | -70.28% | |
| 37 | NOW | Servicenow INC | 株式-IT | 0.59% | -0.16% | -82.35% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | — | -75.06% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.58% | — | -95.13% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.57% | — | -96.40% | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.57% | — | -94.17% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.57% | — | -85.79% | |
| 43 | ACN | Accenture plc | 株式-IT | 0.57% | — | -82.33% | |
| 44 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.56% | — | -84.26% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.56% | -1.12% | -55.12% | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.55% | +0.67% | -57.30% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -89.12% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.54% | — | -80.05% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | -76.24% | |
| 50 | FC | Franklin Covey Co | 株式-その他 | 0.52% | — | -0.01% |