CIK: 0001812090
申告総資産額
$50.9億
上位200銘柄を表示中（全816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 | 3.37% | — | +91.27% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.13% | — | +73.68% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.83% | — | +67.91% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.52% | — | +49.41% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.73% | — | +6.72% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.68% | — | +46.74% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.66% | — | +55.90% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.42% | — | +9.00% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.41% | — | +6.04% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.20% | — | +29.00% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.17% | — | +41.64% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 1.15% | — | +56.89% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | +136.99% | |
| 14 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.05% | — | +7.33% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.04% | — | +30.84% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.98% | — | -0.79% | |
| 17 | MBB | Ishares Mbs ETF | ETF-その他 | 0.97% | — | +3.84% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.93% | — | +122.41% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.92% | — | -9.53% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | — | +31.74% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.89% | — | +7.65% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | — | +46.92% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.77% | — | +57.23% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.73% | — | +63.90% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.72% | — | +14.66% | |
| 26 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.64% | — | +4.71% | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.60% | — | +0.90% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.60% | — | +62.79% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.57% | — | +227.43% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | — | +72.77% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.56% | — | +29.57% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | +31.00% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | — | +29.75% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.49% | — | +9.88% | |
| 35 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 0.47% | — | +1777.36% | |
| 36 | NOW | Servicenow INC | 株式-IT | 0.46% | — | +46.19% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.44% | — | +16.23% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.43% | — | +10.88% | |
| 39 | ACN | Accenture plc | 株式-IT | 0.42% | — | +35.20% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.42% | — | +52.59% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | — | +0.52% | |
| 42 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.41% | — | +6.16% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | — | +44.78% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | +8.06% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +84.52% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | — | +77.01% | |
| 47 | AXP | American Express Co | 株式-金融 | 0.39% | — | +41.65% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | — | +28.52% | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.37% | — | +16.91% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.36% | — | +13.22% |