CIK: 0001761755
申告総資産額
$4.4億
上位200銘柄を表示中（全370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 | AAPL | Apple INC | 株式-IT | 4.03% | — | -13.25% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.46% | -0.75% | -38.25% | |
| 3 | LCLG | Logan Capital Broad Innovati | ETF-その他 | 3.18% | -0.34% | +5.32% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.98% | -0.17% | -33.90% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.97% | -0.19% | -25.78% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.79% | -0.23% | -23.23% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.44% | -0.26% | -31.46% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.13% | -0.32% | -16.04% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.81% | — | -17.67% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 1.77% | -0.20% | -24.21% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.54% | -0.16% | -33.39% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | -0.48% | -30.60% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.32% | -0.14% | -17.20% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.32% | -1.12% | +38.25% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.30% | +0.50% | -41.96% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.27% | -0.11% | -17.17% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.19% | -0.13% | -17.66% | |
| 18 | NFLX | Netflix INC | 株式-通信サービス | 1.18% | — | -28.48% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.17% | -0.12% | -21.78% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 1.10% | — | -34.67% | |
| 21 | WFC | Wells Fargo & Co | 株式-金融 | 1.04% | -0.20% | -12.01% | |
| 22 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.01% | +0.43% | +3.33% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 1.00% | -0.10% | -57.16% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | — | -46.34% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.96% | +0.37% | -13.87% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | +0.21% | -44.37% | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.91% | — | -50.63% | |
| 28 | APP | Applovin Corp-class A | 株式-IT | 0.88% | -0.43% | -34.91% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.86% | +0.38% | -14.37% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.86% | +0.15% | +96.47% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | +0.53% | +0.25% | |
| 32 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.73% | — | -16.37% | |
| 33 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.72% | — | -1.61% | |
| 34 | USB | US Bancorp | 株式-金融 | 0.71% | -0.08% | +1.13% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | -22.38% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | -0.17% | -34.14% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.68% | — | -7.01% | |
| 38 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.68% | +0.67% | -14.30% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.65% | +0.35% | +14.88% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | -28.76% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | -22.75% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.60% | — | -30.95% | |
| 43 | NOW | Servicenow INC | 株式-IT | 0.58% | -0.16% | -29.25% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | -0.14% | -58.36% | |
| 45 | FLEX | Flex Ltd. | 株式-IT | 0.57% | — | +8.74% | |
| 46 | SPGI | S&p Global INC | 株式-金融 | 0.54% | -0.11% | -8.01% | |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.52% | — | -2.85% | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.51% | — | -54.26% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.50% | — | -35.31% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | -52.61% |