CIK: 0001811005
申告総資産額
$2.8億
上位200銘柄を表示中（全202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 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 12.96% | +0.04% | +1.89% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 12.51% | +0.96% | +3.08% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.16% | +0.48% | +3.72% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.23% | -0.09% | +1.08% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.19% | -0.58% | +12.88% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.33% | -0.62% | +4.65% | |
| 7 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 2.26% | — | -2.41% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.57% | -0.07% | +4.77% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | -0.26% | +1.34% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.24% | — | +0.26% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | -0.10% | +2.50% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.12% | -0.32% | +34.68% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.09% | -0.13% | +2.94% | |
| 14 | PM | Philip Morris International | 株式-生活必需品 | 1.01% | -0.13% | -7.93% | |
| 15 | OKE | Oneok INC | 株式-エネルギー | 0.96% | -0.15% | +0.73% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | — | +0.68% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.94% | — | — | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.90% | — | -3.24% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.87% | -0.18% | -8.70% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.83% | — | +0.94% | |
| 21 | AXP | American Express Co | 株式-金融 | 0.76% | -0.03% | +0.37% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | -0.08% | +2.72% | |
| 23 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.73% | — | +24.63% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.68% | — | +12.13% | |
| 25 | FISV | Fiserv INC | 株式-その他 | 0.67% | — | -26.59% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.65% | +0.01% | +4.45% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.65% | — | -0.55% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.63% | -0.03% | +958.58% | |
| 29 | BAX | Baxter International INC | 株式-ヘルスケア | 0.62% | — | +1.26% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | -0.20% | +3.38% | |
| 31 | AVTR | Avantor INC | 株式-ヘルスケア | 0.51% | — | +1.05% | |
| 32 | CRS | Carpenter Technology | 株式-資本財 | 0.51% | — | -6.26% | |
| 33 | ANETEUR | Arista Networks INC | 株式-その他 | 0.50% | — | +5.81% | |
| 34 | WM | Waste Management INC | 株式-資本財 | 0.49% | — | +0.92% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | -2.07% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | — | +7.98% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | — | +0.07% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.47% | -0.06% | +3.71% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +6.30% | |
| 40 | LIN | Linde plc | 株式-素材 | 0.46% | -0.20% | +2.90% | |
| 41 | JBL | Jabil INC | 株式-IT | 0.46% | -0.15% | +0.13% | |
| 42 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.44% | -0.40% | EXIT | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | -0.11% | +2.51% | |
| 44 | MPLX | Mplx LP | 株式-エネルギー | 0.43% | -0.40% | EXIT | |
| 45 | FMS | Fresenius Medical Care-adr | 株式-その他 | 0.42% | — | +0.40% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | — | +1.52% | |
| 47 | FIS | Fidelity National Info Serv | 株式-IT | 0.41% | — | +0.78% | |
| 48 | BWXT | Bwx Technologies INC | 株式-資本財 | 0.40% | — | +47.33% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.40% | — | +0.10% | |
| 50 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.40% | — | +5.27% |