CIK: 0002051491
申告総資産額
$4.6億
上位200銘柄を表示中（全230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 | 11.54% | +0.92% | +0.05% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.63% | — | +10.36% | |
| 3 | CACI | Caci International INC -cl A | 株式-IT | 4.45% | -0.88% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.19% | +0.46% | +0.19% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.09% | — | -21.73% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.96% | +0.30% | +37.62% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.50% | +0.34% | +977.43% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.47% | +0.27% | -1.32% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.22% | +0.12% | +13.03% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.02% | — | +0.28% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.99% | +0.10% | +0.48% | |
| 12 | ILMN | Illumina INC | 株式-ヘルスケア | 1.87% | — | — | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.63% | +0.13% | +4.71% | |
| 14 | ASTH | Astrana Health INC | 株式-その他 | 1.61% | +0.32% | -1.75% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.33% | -0.33% | +0.08% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 1.29% | +0.06% | -1.54% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.24% | +0.08% | +92.58% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.19% | -0.03% | -3.81% | |
| 19 | ORCL | Oracle CORP | 株式-IT | 1.04% | — | +2.75% | |
| 20 | MASI* | Masimo CORP | 株式-その他 | 1.04% | -1.06% | EXIT | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.00% | — | -1.53% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | +0.50% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.97% | — | -8.53% | |
| 24 | KFY | Korn Ferry | 株式-資本財 | 0.94% | — | -4.73% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.93% | +0.08% | +0.01% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | — | +8.09% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.76% | — | — | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | -0.16% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.68% | — | -0.06% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.66% | -0.26% | +0.81% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.66% | — | +4.29% | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.65% | — | +0.77% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | +0.14% | +41.22% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | -4.01% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.63% | — | -1.29% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.62% | +0.11% | +109.60% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | — | -1.71% | |
| 38 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.56% | — | -0.08% | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.56% | — | -5.12% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | -0.31% | +3.15% | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.54% | — | -0.82% | |
| 42 | CUSD | Crossingbridge Ultra-short D | ETF-その他 | 0.49% | — | +0.19% | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.48% | — | -1.61% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.44% | +0.09% | +0.43% | |
| 45 | PM | Philip Morris International | 株式-生活必需品 | 0.43% | — | -0.05% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | — | +0.03% | |
| 47 | RDNT | Radnet INC | 株式-ヘルスケア | 0.42% | — | — | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.42% | — | +18.10% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.40% | — | -5.08% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.40% | +0.14% | +3.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +37.62% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +92.58% | 増加 |
| 3 | ASTH | Astrana Health INC | +0.4% | -1.75% | 減少 |
| 4 | CACI | Caci International INC -cl A | +0.3% | — | 変化なし |
| 5 | LLY | Eli Lilly & Co | +0.3% | +109.60% | 増加 |
| 6 | ILMN | Illumina INC | +0.2% | — | 変化なし |
| 7 | IBM | Intl Business Machines CORP | +0.2% | -1.54% | 減少 |
| 8 | WMT | Walmart INC | +0.1% | +0.08% | 増加 |
| 9 | ORCL | Oracle CORP | +0.1% | +2.75% | 増加 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +8.09% | 増加 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +41.22% | 増加 |
| 12 | PNC | Pnc Financial Services Group | +0.1% | NEW | 新規購入 |
| 13 | AVGO | Broadcom INC | +0.1% | +977.43% | 増加 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.28% | 増加 |
| 15 | HD | Home Depot INC | +0.1% | -1.53% | 減少 |
| 16 | GEV | GE Vernova INC | +0.1% | NEW | 新規購入 |
| 17 | VTR | Ventas INC | +0.1% | NEW | 新規購入 |
| 18 | VBR | Vanguard Small-cap Value ETF | +0.1% | NEW | 新規購入 |
| 19 | VNQ | Vanguard Real Estate ETF | +0.1% | NEW | 新規購入 |
| 20 | NUE | Nucor CORP | +0.1% | NEW | 新規購入 |
| 21 | MMM | 3m Co | +0.1% | NEW | 新規購入 |
| 22 | LPX | Louisiana-pacific CORP | +0.1% | NEW | 新規購入 |
| 23 | GE | General Electric | +0.1% | +20.91% | 増加 |
| 24 | UBER | Uber Technologies INC | +0.1% | NEW | 新規購入 |
| 25 | DFIV | Dimensional International Va | +0.1% | NEW | 新規購入 |
| 26 | EAOA | Ishares Esg Aware 80/20 Aggr | +0.1% | NEW | 新規購入 |
| 27 | AMGN | Amgen INC | +0.1% | +18.10% | 増加 |
| 28 | FICO | Fair Isaac CORP | +0.1% | — | 変化なし |
| 29 | MASI* | Masimo CORP | 0% | — | 変化なし |
| 30 | TSLA | Tesla INC | 0% | -0.15% | 減少 |
| 31 | PM | Philip Morris International | 0% | -0.05% | 減少 |
| 32 | RDNT | Radnet INC | 0% | — | 変化なし |
| 33 | VT | Vanguard Tot World Stk ETF | 0% | +4.71% | 増加 |
| 34 | ISRG | Intuitive Surgical INC | 0% | -0.08% | 減少 |
| 35 | JNJ | Johnson & Johnson | — | -0.16% | 減少 |
| 36 | KFY | Korn Ferry | 0% | -4.73% | 減少 |
| 37 | PG | Procter & Gamble Co/the | 0% | +0.50% | 増加 |
| 38 | AMZN | Amazon.com INC | -0.1% | +13.03% | 増加 |
| 39 | SILA | Sila Realty Trust INC | -0.1% | EXIT | 全売却 |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.48% | 増加 |
| 41 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -0.1% | EXIT | 全売却 |
| 42 | CRWD | Crowdstrike Holdings INC - A | -0.1% | EXIT | 全売却 |
| 43 | MU | Micron Technology INC | -0.1% | EXIT | 全売却 |
| 44 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -27.06% | 減少 |
| 45 | QCOM | Qualcomm INC | -0.1% | +0.43% | 増加 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.32% | 減少 |
| 47 | VOO | Vanguard S&p 500 ETF | -0.2% | +0.19% | 増加 |
| 48 | AAPL | Apple INC | -0.2% | +0.05% | 増加 |
| 49 | MSFT | Microsoft CORP | -0.3% | +10.36% | 増加 |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | -1.2% | -21.73% | 減少 |