CIK: 0001811005
申告総資産額
$2.8億
上位200銘柄を表示中（全223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 | 13.39% | +0.04% | +2.66% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 12.07% | +0.96% | +4.48% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.13% | +0.48% | +4.36% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.27% | -0.09% | -1.24% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.11% | -0.58% | +0.25% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.08% | -0.62% | -4.25% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | -0.26% | +5.58% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.51% | -0.07% | -8.76% | |
| 9 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.44% | — | -1.02% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.24% | -0.10% | -0.90% | |
| 11 | OKE | Oneok INC | 株式-エネルギー | 1.01% | -0.15% | +0.70% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | -0.32% | -1.14% | |
| 13 | PM | Philip Morris International | 株式-生活必需品 | 0.95% | -0.13% | +0.19% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.92% | — | -0.05% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | — | +0.96% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.90% | — | — | |
| 17 | AVGO | Broadcom INC | 株式-IT | 0.87% | -0.03% | +7.78% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.82% | — | +12.08% | |
| 19 | AXP | American Express Co | 株式-金融 | 0.79% | -0.03% | -0.08% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.72% | -0.13% | -20.14% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | -0.08% | -1.00% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.68% | — | -1.66% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | -0.20% | -2.00% | |
| 24 | FISV | Fiserv INC | 株式-その他 | 0.62% | — | -14.60% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | — | -0.82% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.59% | — | +2.26% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.57% | +0.01% | +2.06% | |
| 28 | ANET | Arista Networks INC | 株式-IT | 0.56% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | — | +9.65% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.56% | — | -47.52% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.56% | -0.18% | -31.80% | |
| 32 | JBL | Jabil INC | 株式-IT | 0.52% | -0.15% | +0.16% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | — | +4.22% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | — | +4.88% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.49% | -0.06% | +3.38% | |
| 36 | WM | Waste Management INC | 株式-資本財 | 0.46% | — | +0.13% | |
| 37 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.46% | -0.40% | EXIT | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | -0.11% | -2.06% | |
| 39 | MPLX | Mplx LP | 株式-エネルギー | 0.44% | -0.40% | EXIT | |
| 40 | BWXT | Bwx Technologies INC | 株式-資本財 | 0.44% | — | +10.17% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | — | -0.49% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.42% | — | — | |
| 43 | WMB | Williams Cos INC | 株式-エネルギー | 0.42% | — | +29.33% | |
| 44 | AXON | Axon Enterprise INC | 株式-資本財 | 0.41% | -0.28% | EXIT | |
| 45 | APP | Applovin Corp-class A | 株式-IT | 0.40% | -0.39% | +94.31% | |
| 46 | FIS | Fidelity National Info Serv | 株式-IT | 0.40% | — | +6.66% | |
| 47 | BAX | Baxter International INC | 株式-ヘルスケア | 0.40% | — | -12.60% | |
| 48 | NOW | Servicenow INC | 株式-IT | 0.39% | -0.28% | EXIT | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.38% | — | +108.96% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.38% | — | -8.07% |