CIK: 0001761755
申告総資産額
$4.4億
上位200銘柄を表示中（全244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 | 5.73% | — | -10.15% | |
| 2 | LCLG | Logan Capital Broad Innovati | ETF-その他 | 4.58% | -0.34% | -2.91% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.05% | -0.23% | -2.18% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.97% | -1.12% | +101.58% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.42% | -0.26% | -10.09% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.29% | -0.75% | -31.18% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 3.24% | -0.32% | -1.98% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.51% | -0.48% | -6.66% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.05% | -0.14% | -6.12% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.91% | -0.19% | -51.72% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 1.71% | -0.13% | -13.67% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.57% | -0.20% | -40.55% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.56% | -0.11% | -16.05% | |
| 14 | SHEL | Shell Plc-adr | 株式-エネルギー | 1.55% | +0.43% | +0.86% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.47% | +0.50% | -22.32% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.46% | -0.12% | -18.00% | |
| 17 | WFC | Wells Fargo & Co | 株式-金融 | 1.30% | -0.20% | -24.03% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.27% | -0.17% | -10.94% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.26% | +0.21% | -28.07% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 1.26% | — | -21.85% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.22% | +0.37% | -7.63% | |
| 22 | NFLX | Netflix INC | 株式-通信サービス | 1.22% | — | +791.98% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.21% | -0.17% | -73.07% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.20% | +0.15% | -7.89% | |
| 25 | USB | US Bancorp | 株式-金融 | 1.16% | -0.08% | -0.32% | |
| 26 | APP | Applovin Corp-class A | 株式-IT | 1.08% | -0.43% | -11.97% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | — | -63.06% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.99% | -0.81% | +122.66% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.96% | -0.14% | +11.12% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.95% | +0.38% | -15.19% | |
| 31 | FLEX | Flex Ltd. | 株式-IT | 0.81% | — | -8.17% | |
| 32 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.78% | — | -21.18% | |
| 33 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.74% | +0.35% | -35.41% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | +0.53% | -35.25% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.68% | — | -9.36% | |
| 36 | MU | Micron Technology INC | 株式-IT | 0.66% | +0.21% | +229.03% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | -18.95% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | -28.87% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | +0.16% | -8.17% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.56% | — | -61.81% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.56% | — | -27.22% | |
| 42 | SPGI | S&p Global INC | 株式-金融 | 0.55% | -0.11% | -36.72% | |
| 43 | NOW | Servicenow INC | 株式-IT | 0.54% | -0.16% | +277.95% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | -42.48% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.48% | -0.16% | -79.48% | |
| 46 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.48% | — | -8.18% | |
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.47% | +0.67% | -45.72% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | — | -49.93% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | -44.77% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.42% | — | -58.92% |