CIK: 0002008171
申告総資産額
$9.3億
上位200銘柄を表示中（全344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 | 7.28% | -0.63% | -2.84% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.80% | -0.65% | -1.98% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.66% | -0.12% | -2.02% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.55% | -0.27% | -2.58% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.57% | -0.16% | -2.00% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.51% | -0.29% | -0.73% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.29% | -0.33% | -1.42% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.14% | -0.02% | -0.72% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.02% | -0.21% | -3.84% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.72% | -0.11% | -1.26% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.54% | -0.12% | +0.28% | |
| 12 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.47% | -0.25% | -3.06% | |
| 13 | DHR | Danaher CORP | 株式-ヘルスケア | 1.36% | -0.26% | -3.56% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.36% | -0.02% | -5.56% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.27% | +0.20% | -3.10% | |
| 16 | DOV | Dover CORP | 株式-資本財 | 1.25% | +0.14% | -2.73% | |
| 17 | BNL | Broadstone Net Lease INC | 株式-不動産 | 1.21% | — | -17.29% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.15% | +0.35% | -2.64% | |
| 19 | XPO | Xpo INC | 株式-資本財 | 1.15% | +0.64% | -20.69% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.09% | — | -1.49% | |
| 21 | XLF | Ss Financial Select Sector | ETF-その他 | 1.07% | -0.06% | -4.00% | |
| 22 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.02% | +0.14% | +0.39% | |
| 23 | WFC | Wells Fargo & Co | 株式-金融 | 1.00% | -0.12% | -2.11% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.00% | — | +0.45% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.97% | — | -1.61% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.91% | -0.04% | -2.59% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.90% | -0.10% | -4.02% | |
| 28 | CB | Chubb Limited | 株式-金融 | 0.89% | — | -2.69% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.83% | -0.04% | -2.46% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.77% | -0.16% | -0.77% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | -0.11% | +2.99% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | -0.04% | -1.55% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | -6.06% | |
| 34 | LRCX | Lam Research CORP | 株式-IT | 0.69% | +0.30% | -2.77% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.69% | — | -2.22% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.67% | — | -13.39% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -4.78% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | +0.29% | -3.04% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | -3.54% | |
| 40 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.63% | — | +0.43% | |
| 41 | COF | Capital One Financial CORP | 株式-金融 | 0.63% | -0.14% | -30.70% | |
| 42 | EOG | Eog Resources INC | 株式-エネルギー | 0.63% | +0.24% | -10.95% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.61% | — | -5.32% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | — | -5.05% | |
| 45 | CME | Cme Group INC | 株式-金融 | 0.58% | — | -0.54% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.57% | — | +0.03% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | -0.08% | +0.52% | |
| 48 | BLK | Blackrock INC | 株式-金融 | 0.52% | -0.07% | -1.54% | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.51% | — | -2.16% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.50% | — | -18.36% |