CIK: 0001776082
申告総資産額
$12.5億
上位200銘柄を表示中（全269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 | 8.27% | -0.48% | +331.71% | |
| 2 | ZM | Zoom Communications INC | 株式-IT | 6.22% | -0.09% | -14.06% | |
| 3 | OBDC | Blue Owl Capital CORP | 株式-金融 | 4.61% | -0.11% | +557.69% | |
| 4 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 4.43% | +0.40% | +4.23% | |
| 5 | DOCU | Docusign INC | 株式-IT | 4.18% | — | — | |
| 6 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.09% | — | -1.48% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.01% | — | — | |
| 8 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.94% | — | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.86% | -0.56% | +22.83% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | -0.08% | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.35% | -0.14% | +3.32% | |
| 12 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.19% | — | +0.50% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.17% | -0.12% | +37.77% | |
| 14 | BX | Blackstone INC | 株式-金融 | 1.16% | -0.17% | +2.19% | |
| 15 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.02% | — | +254.66% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.94% | — | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | -0.01% | +8.34% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.90% | — | +2.13% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.89% | — | +2.24% | |
| 20 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.87% | — | +11.12% | |
| 21 | ICE | Intercontinental Exchange In | 株式-金融 | 0.85% | — | +1.40% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.83% | +0.29% | -6.03% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | -2.56% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | -0.15% | +10.50% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | — | +17.99% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.79% | -0.07% | -16.04% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.75% | — | +112.36% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | — | +32.00% | |
| 29 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.72% | — | +0.28% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.06% | +23.84% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | +2.93% | |
| 32 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.68% | — | -0.32% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.66% | — | -3.37% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | +0.33% | +4.52% | |
| 35 | UPWK | Upwork INC | 株式-その他 | 0.66% | — | — | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 0.65% | — | +100.13% | |
| 37 | ILMN | Illumina INC | 株式-ヘルスケア | 0.60% | — | +0.09% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.59% | — | +26.84% | |
| 39 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.58% | — | +40.11% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.58% | — | +89.78% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | +0.15% | -2.22% | |
| 42 | XLF | Ss Financial Select Sector | ETF-その他 | 0.56% | — | +0.18% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.56% | — | +38.08% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | -0.08% | +34.93% | |
| 45 | PM | Philip Morris International | 株式-生活必需品 | 0.55% | — | -0.80% | |
| 46 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.55% | — | +9.02% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.55% | — | +45.82% | |
| 48 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.55% | — | -8.79% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.54% | — | +9.26% | |
| 50 | AMT | American Tower CORP | 株式-不動産 | 0.54% | — | +0.91% |