CIK: 0001730817
申告総資産額
$10.0億
上位200銘柄を表示中（全430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 | MSFT | Microsoft CORP | 株式-IT | 7.22% | — | -0.48% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.19% | -0.08% | -0.09% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.15% | -0.06% | +9.25% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.12% | +0.02% | -0.08% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 2.37% | +0.12% | -2.68% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 2.14% | +0.02% | -2.86% | |
| 7 | MNKD | Mannkind CORP | 株式-その他 | 2.12% | +0.92% | +1.02% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.42% | — | -0.77% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.36% | — | -1.61% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.28% | — | -0.10% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.17% | — | -0.96% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.16% | -0.03% | +9.19% | |
| 13 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 1.14% | -0.40% | +1.97% | |
| 14 | TWLO | Twilio INC - A | 株式-IT | 1.12% | +0.27% | -2.37% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.10% | +0.08% | -0.95% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | +0.11% | -0.50% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 0.98% | — | +7.46% | |
| 18 | PATH | Uipath INC - Class A | 株式-IT | 0.97% | — | +3.96% | |
| 19 | SLVP | Ishares Msci Global Silver A | ETF-コモディティ | 0.87% | -0.51% | +2.11% | |
| 20 | BCX | Blackrock Resources & Commod | 株式-その他 | 0.85% | — | +9.92% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.85% | +0.20% | -3.36% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.85% | — | -1.60% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.79% | — | +4.38% | |
| 24 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 0.78% | -0.47% | +3.17% | |
| 25 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.72% | — | -1.29% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | -1.74% | |
| 27 | PNC | Pnc Financial Services Group | 株式-金融 | 0.71% | — | +13.72% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.70% | +0.02% | +0.07% | |
| 29 | SNOW | Snowflake INC | 株式-IT | 0.67% | +0.24% | +0.71% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.66% | — | -1.35% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | +1.58% | |
| 32 | ET | Energy Transfer LP | 株式-エネルギー | 0.64% | — | -0.77% | |
| 33 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.64% | -0.40% | +2.75% | |
| 34 | P | Everpure Inc-a | 株式-IT | 0.62% | +0.09% | -1.73% | |
| 35 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.62% | — | -3.75% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.62% | +0.12% | +6.58% | |
| 37 | DFAI | Dimensional International Co | ETF-その他 | 0.62% | +0.01% | +5.48% | |
| 38 | ETN | Eaton Corporation plc | 株式-資本財 | 0.58% | — | -0.35% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | +1.31% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.55% | — | -7.22% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.55% | — | -3.53% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | -0.21% | -27.29% | |
| 43 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.54% | +0.09% | +4.67% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.54% | — | +2.24% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.52% | -0.30% | +4.12% | |
| 46 | EMR | Emerson Electric Co | 株式-資本財 | 0.52% | — | +1.48% | |
| 47 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.51% | — | +2.84% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | +7.42% | |
| 49 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.49% | — | +3.22% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.45% | — | -1.31% |
| # | 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 | +0.7% | +9.25% | 増加 |
| 2 | TSLA | Tesla INC | +0.7% | -2.86% | 減少 |
| 3 | AVGO | Broadcom INC | +0.6% | -2.68% | 減少 |
| 4 | AMZN | Amazon.com INC | +0.5% | -0.08% | 減少 |
| 5 | TWLO | Twilio INC - A | +0.4% | -2.37% | 減少 |
| 6 | AAPL | Apple INC | +0.3% | -0.09% | 減少 |
| 7 | SNOW | Snowflake INC | +0.2% | +0.71% | 増加 |
| 8 | QLD | Proshares Ultra Qqq | +0.2% | +81.93% | 増加 |
| 9 | WMT | Walmart INC | +0.2% | +7.46% | 増加 |
| 10 | LULU | Lululemon Athletica INC | +0.1% | +14.38% | 増加 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.50% | 減少 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | -0.95% | 減少 |
| 13 | GRAL | Grail INC | +0.1% | +36.62% | 増加 |
| 14 | ET | Energy Transfer LP | +0.1% | -0.77% | 減少 |
| 15 | PNC | Pnc Financial Services Group | +0.1% | +13.72% | 増加 |
| 16 | CRM | Salesforce INC | +0.1% | +2.24% | 増加 |
| 17 | P | Everpure Inc-a | +0.1% | -1.73% | 減少 |
| 18 | UAL | United Airlines Holdings INC | +0.1% | -1.16% | 減少 |
| 19 | VST | Vistra CORP | +0.1% | NEW | 新規購入 |
| 20 | GS | Goldman Sachs Group INC | +0.1% | +30.01% | 増加 |
| 21 | RKLB | Rocket Lab Corporation | +0.1% | -2.20% | 減少 |
| 22 | PVH | Pvh CORP | +0.1% | NEW | 新規購入 |
| 23 | CB | Chubb Limited | +0.1% | NEW | 新規購入 |
| 24 | TDF | Templeton Dragon Fund INC | +0.1% | +68.64% | 増加 |
| 25 | GILD | Gilead Sciences INC | +0.1% | +81.05% | 増加 |
| 26 | V | Visa Inc-class A Shares | +0.1% | +1.31% | 増加 |
| 27 | DFAS | Dimensional US Small Cap ETF | +0.1% | +48.43% | 増加 |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -3.36% | 減少 |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | -1.74% | 減少 |
| 30 | SCHW | Schwab (charles) CORP | +0.1% | +3.22% | 増加 |
| 31 | AMT | American Tower CORP | -0.1% | +3.59% | 増加 |
| 32 | PG | Procter & Gamble Co/the | -0.1% | -23.80% | 減少 |
| 33 | NWSA | News CORP - Class A | -0.1% | EXIT | 全売却 |
| 34 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -1.35% | 減少 |
| 35 | AMGN | Amgen INC | -0.1% | -0.97% | 減少 |
| 36 | SMH | Vaneck Semiconductor ETF | -0.1% | EXIT | 全売却 |
| 37 | FCX | Freeport-mcmoran INC | -0.1% | +6.73% | 増加 |
| 38 | MAGS | Roundhill Magnificent Seven | -0.1% | EXIT | 全売却 |
| 39 | LMT | Lockheed Martin CORP | -0.1% | -9.87% | 減少 |
| 40 | PHM | Pultegroup INC | -0.1% | +6.25% | 増加 |
| 41 | RING | Ishares Msci Global Gold Min | -0.1% | +3.17% | 増加 |
| 42 | SLVP | Ishares Msci Global Silver A | -0.1% | +2.11% | 増加 |
| 43 | UNH | Unitedhealth Group INC | -0.1% | -64.21% | 減少 |
| 44 | AMAT | Applied Materials INC | -0.2% | -13.11% | 減少 |
| 45 | ANETEUR | Arista Networks INC | -0.2% | EXIT | 全売却 |
| 46 | MSFT | Microsoft CORP | -0.2% | -0.48% | 減少 |
| 47 | XOM | Exxon Mobil CORP | -0.3% | -27.29% | 減少 |
| 48 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | 全売却 |
| 49 | KLAC | Kla CORP | -0.4% | -76.07% | 減少 |
| 50 | BLKCHF | Blackrock INC | -0.5% | EXIT | 全売却 |