CIK: 0002009809
申告総資産額
$2.8億
上位200銘柄を表示中（全673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 | FBND | Fidelity Total Bond ETF | ETF-その他 | 6.04% | -0.18% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.68% | +0.56% | — | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.56% | +0.05% | — | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 2.72% | +0.13% | — | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.38% | — | — | |
| 6 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.99% | — | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.88% | +0.43% | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.85% | — | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.75% | +0.01% | — | |
| 10 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.74% | +0.44% | — | |
| 11 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.63% | — | — | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.41% | — | — | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.35% | — | — | |
| 14 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.32% | — | — | |
| 15 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.26% | — | — | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 1.25% | — | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.22% | +0.26% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.14% | — | — | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.04% | — | — | |
| 20 | KMX | Carmax INC | 株式-一般消費財 | 0.98% | — | — | |
| 21 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.97% | — | — | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.87% | -0.46% | EXIT | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.86% | — | — | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.86% | +0.29% | — | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.83% | — | — | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.81% | — | — | |
| 27 | ADBE | Adobe INC | 株式-IT | 0.79% | — | — | |
| 28 | ADSK | Autodesk INC | 株式-IT | 0.78% | — | — | |
| 29 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.71% | — | — | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.71% | — | — | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.70% | +0.19% | — | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | — | — | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | — | — | |
| 35 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.62% | — | — | |
| 36 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.60% | — | — | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.59% | — | — | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.56% | — | — | |
| 39 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.55% | — | — | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.55% | — | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.55% | — | — | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.55% | — | — | |
| 43 | APD | Air Products & Chemicals INC | 株式-素材 | 0.54% | — | — | |
| 44 | MDT | Medtronic plc | 株式-ヘルスケア | 0.54% | — | — | |
| 45 | FISV | Fiserv INC | 株式-その他 | 0.53% | — | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | — | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | — | — | |
| 48 | PII | Polaris INC | 株式-一般消費財 | 0.50% | — | — | |
| 49 | KVUE | Kenvue INC | 株式-生活必需品 | 0.50% | — | — | |
| 50 | GD | General Dynamics CORP | 株式-資本財 | 0.49% | +0.19% | — |