CIK: 0001776082
申告総資産額
$12.5億
上位200銘柄を表示中（全376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 | 7.24% | -0.48% | +5.83% | |
| 2 | OBDC | Blue Owl Capital CORP | 株式-金融 | 5.66% | -0.11% | +61.91% | |
| 3 | ZM | Zoom Communications INC | 株式-IT | 3.52% | -0.09% | +9.32% | |
| 4 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 3.33% | +0.40% | +5.46% | |
| 5 | DOCU | Docusign INC | 株式-IT | 3.06% | — | -1.91% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.74% | -0.56% | +22.62% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.73% | -0.07% | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | -0.08% | +18.88% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.46% | -0.12% | +31.76% | |
| 10 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.34% | — | -14.07% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.28% | — | +3068.67% | |
| 12 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.22% | — | +46.26% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.08% | -0.14% | -1.32% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | +24.91% | |
| 15 | UPWK | Upwork INC | 株式-その他 | 0.91% | — | -2.80% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | +39.95% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.84% | — | +88.38% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | +25.46% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.77% | — | +3.79% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +28.47% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.72% | — | +39.31% | |
| 22 | IGBH | Ishares Interest Rate Hedged | ETF-その他 | 0.72% | — | — | |
| 23 | MDT | Medtronic plc | 株式-ヘルスケア | 0.69% | — | +30.71% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | -0.08% | +15.56% | |
| 25 | ICE | Intercontinental Exchange In | 株式-金融 | 0.67% | — | -5.58% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | -0.01% | -6.22% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.66% | +0.29% | -0.63% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | -0.15% | -0.06% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.65% | -0.07% | +1.85% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.64% | — | +81.22% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | -0.06% | +16.16% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | +15.74% | |
| 33 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.63% | — | -56.19% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.61% | — | +17.08% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.60% | — | +51.72% | |
| 36 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.59% | — | +19.71% | |
| 37 | IQLT | Ishares Msci International Q | ETF-その他 | 0.59% | — | — | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.57% | — | +2.05% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.56% | — | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.33% | -1.74% | |
| 41 | BX | Blackstone INC | 株式-金融 | 0.56% | -0.17% | -46.49% | |
| 42 | ILMN | Illumina INC | 株式-ヘルスケア | 0.52% | — | +0.17% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.52% | — | +54.53% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.51% | +0.15% | +24.61% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | +20.19% | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.51% | — | +3.08% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.51% | — | +606.76% | |
| 48 | MMD | Nyli Mackay Dt Muni Oppo Fnd | 株式-その他 | 0.50% | — | — | |
| 49 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.50% | — | +2.63% | |
| 50 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.49% | — | +0.21% |