CIK: 0002051491
申告総資産額
$4.6億
上位200銘柄を表示中（全244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 | 10.53% | +0.92% | -2.56% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.74% | — | -0.56% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 4.14% | +0.34% | +0.01% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.80% | +0.46% | -2.12% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.30% | +0.30% | -8.45% | |
| 6 | CACI | Caci International INC -cl A | 株式-IT | 2.84% | -0.88% | -1.93% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.37% | +0.27% | -7.05% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.17% | — | -1.19% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.14% | +0.12% | -5.04% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.02% | +0.10% | -0.40% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.92% | +0.13% | +3.37% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.67% | +0.08% | -0.92% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.57% | +0.08% | -2.99% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.45% | -0.33% | +0.03% | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 1.42% | +0.06% | +0.34% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 1.42% | — | +1.78% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.37% | — | -31.14% | |
| 18 | ILMN | Illumina INC | 株式-ヘルスケア | 1.26% | — | — | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.25% | -0.03% | -4.69% | |
| 20 | HOOD | Robinhood Markets INC - A | 株式-金融 | 1.03% | +0.13% | -1.04% | |
| 21 | MASI* | Masimo CORP | 株式-その他 | 0.95% | -1.06% | EXIT | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | — | -10.88% | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 0.90% | -0.26% | -0.10% | |
| 24 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.88% | — | +57.73% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | +0.14% | -4.07% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.82% | — | -0.12% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.80% | +0.08% | +0.05% | |
| 28 | KFY | Korn Ferry | 株式-資本財 | 0.75% | — | -0.33% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.72% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | — | +0.73% | |
| 31 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.70% | — | — | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | -3.52% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.66% | — | -0.88% | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.64% | — | -1.52% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | — | +1.16% | |
| 36 | ASTH | Astrana Health INC | 株式-その他 | 0.61% | +0.32% | -2.69% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | — | -0.45% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | -11.49% | |
| 39 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-その他 | 0.56% | — | — | |
| 40 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.56% | — | +0.46% | |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.54% | — | — | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | — | -1.96% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.54% | — | +0.02% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.49% | +0.06% | -5.01% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | -22.57% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | — | +0.03% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.46% | — | — | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.45% | — | +0.14% | |
| 49 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.44% | — | -4.71% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | +0.11% | -12.95% |