CIK: 0002009809
申告総資産額
$2.8億
上位200銘柄を表示中（全205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 | 5.53% | -0.18% | +15.12% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.20% | +0.56% | +0.93% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 4.60% | +0.05% | -6.20% | |
| 4 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 2.79% | +0.13% | +0.45% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.65% | +0.01% | -3.93% | |
| 6 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 2.37% | — | +5.69% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.22% | +0.43% | -17.30% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.94% | — | -15.93% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.86% | — | — | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.73% | +0.19% | +6.75% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.66% | — | -8.88% | |
| 12 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.58% | — | +9.83% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 1.48% | — | +13.77% | |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.44% | +0.44% | -20.12% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.41% | +0.26% | +0.60% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.41% | — | +5.48% | |
| 17 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.37% | — | +10.14% | |
| 18 | AMAT | Applied Materials INC | 株式-IT | 1.25% | +0.63% | +1.88% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.20% | +0.29% | -18.99% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.18% | — | +7.50% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | — | +6.70% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | — | -21.54% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.84% | — | +9.31% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | — | -34.29% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.82% | -0.52% | +147.21% | |
| 26 | VOLT | Tema Electrification | ETF-その他 | 0.74% | — | -1.42% | |
| 27 | COP | Conocophillips | 株式-エネルギー | 0.71% | — | +65.84% | |
| 28 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.70% | — | +12.36% | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.68% | — | +6.75% | |
| 30 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.67% | — | +10.14% | |
| 31 | IEDI | Ishares U.s. Consumer Focuse | ETF-その他 | 0.64% | — | +2.50% | |
| 32 | ADI | Analog Devices INC | 株式-IT | 0.63% | — | -34.31% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | — | -17.16% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.61% | — | -27.15% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.60% | — | +6.24% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | — | -3.29% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | -23.86% | |
| 38 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.58% | — | -16.48% | |
| 39 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.57% | — | -1.71% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.54% | — | -2.11% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.53% | — | +44.80% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.53% | — | +30.00% | |
| 43 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.52% | — | +2.93% | |
| 44 | APD | Air Products & Chemicals INC | 株式-素材 | 0.52% | — | -3.57% | |
| 45 | GD | General Dynamics CORP | 株式-資本財 | 0.50% | +0.19% | -31.29% | |
| 46 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.50% | — | -23.49% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.49% | — | -1.06% | |
| 48 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.49% | — | -15.58% | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.49% | — | +6.48% | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.48% | — | -25.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.9% | NEW | 新規購入 |
| 2 | FBND | Fidelity Total Bond ETF | +0.9% | +15.12% | 増加 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +147.21% | 増加 |
| 4 | CSHI | Neos Enhanced Income 1-3 Mon | +0.5% | NEW | 新規購入 |
| 5 | COP | Conocophillips | +0.4% | +65.84% | 増加 |
| 6 | NOW | Servicenow INC | +0.4% | NEW | 新規購入 |
| 7 | AMAT | Applied Materials INC | +0.4% | +1.88% | 増加 |
| 8 | SONY | Sony Group CORP - Sp Adr | +0.3% | NEW | 新規購入 |
| 9 | IDHQ | Invesco S&p International De | +0.3% | NEW | 新規購入 |
| 10 | CVX | Chevron CORP | +0.3% | NEW | 新規購入 |
| 11 | COR | Cencora INC | +0.3% | NEW | 新規購入 |
| 12 | AMGN | Amgen INC | +0.3% | NEW | 新規購入 |
| 13 | CSGP | Costar Group INC | +0.3% | NEW | 新規購入 |
| 14 | CORT | Corcept Therapeutics INC | +0.3% | NEW | 新規購入 |
| 15 | AMRZ | Amrize Ltd | +0.3% | NEW | 新規購入 |
| 16 | ATEN | A10 Networks INC | +0.3% | NEW | 新規購入 |
| 17 | SLB | Slb LTD | +0.3% | NEW | 新規購入 |
| 18 | ACN | Accenture plc | +0.3% | +452.13% | 増加 |
| 19 | POWL | Powell Industries INC | +0.3% | NEW | 新規購入 |
| 20 | PRF | Invesco Rafi US 1000 ETF | -0.2% | -20.12% | 減少 |
| 21 | JPM | Jpmorgan Chase & Co | -0.2% | -23.86% | 減少 |
| 22 | RBLX | Roblox CORP -class A | -0.2% | EXIT | 全売却 |
| 23 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | EXIT | 全売却 |
| 24 | TSLA | Tesla INC | -0.3% | -17.16% | 減少 |
| 25 | WFC | Wells Fargo & Co | -0.3% | -25.93% | 減少 |
| 26 | IQV | Iqvia Holdings INC | -0.3% | -15.58% | 減少 |
| 27 | ONTO | Onto Innovation INC | -0.3% | EXIT | 全売却 |
| 28 | TEAM | Atlassian Corp-cl A | -0.3% | EXIT | 全売却 |
| 29 | AIG | American International Group | -0.3% | EXIT | 全売却 |
| 30 | EXEL | Exelixis INC | -0.3% | EXIT | 全売却 |
| 31 | NXPI | NXP Semiconductors N.V. | -0.3% | EXIT | 全売却 |
| 32 | CLX | Clorox Company | -0.3% | EXIT | 全売却 |
| 33 | AMZN | Amazon.com INC | -0.3% | -3.93% | 減少 |
| 34 | DEO | Diageo Plc-sponsored Adr | -0.3% | EXIT | 全売却 |
| 35 | INCY | Incyte CORP | -0.3% | EXIT | 全売却 |
| 36 | GEV | GE Vernova INC | -0.3% | EXIT | 全売却 |
| 37 | MA | Mastercard INC - A | -0.3% | -27.15% | 減少 |
| 38 | INTU | Intuit INC | -0.3% | -64.71% | 減少 |
| 39 | CMG | Chipotle Mexican Grill INC | -0.3% | EXIT | 全売却 |
| 40 | BAC | Bank Of America CORP | -0.3% | EXIT | 全売却 |
| 41 | JHX | James Hardie Industries plc | -0.3% | EXIT | 全売却 |
| 42 | EBAY | Ebay INC | -0.4% | -61.39% | 減少 |
| 43 | HALO | Halozyme Therapeutics INC | -0.4% | EXIT | 全売却 |
| 44 | V | Visa Inc-class A Shares | -0.4% | -21.54% | 減少 |
| 45 | KMX | Carmax INC | -0.4% | EXIT | 全売却 |
| 46 | MOAT | Vaneck Morningstar Wide Moat | -0.4% | -6.20% | 減少 |
| 47 | GOOG | Alphabet Inc-cl C | -0.5% | -34.29% | 減少 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.6% | -17.30% | 減少 |
| 49 | META | Meta Platforms Inc-class A | -0.6% | -15.93% | 減少 |
| 50 | MSFT | Microsoft CORP | -0.6% | -8.88% | 減少 |