CIK: 0002057637
申告総資産額
$2.0億
上位200銘柄を表示中（全1090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 | 7.33% | -0.47% | +94.29% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.28% | — | +17.78% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.75% | — | +14.18% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.43% | -0.24% | +5.03% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 2.30% | -0.21% | +236.39% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.14% | +0.09% | +133.90% | |
| 7 | UNP | Union Pacific CORP | 株式-資本財 | 1.97% | — | +100.41% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.95% | — | +119.54% | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.90% | +0.29% | +133.93% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.67% | — | +134.56% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.58% | — | +48.26% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.58% | -0.22% | +112.96% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.48% | +0.26% | +34.39% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.47% | — | +16.26% | |
| 15 | FNF | Fidelity National Financial | 株式-金融 | 1.30% | -0.14% | +99.70% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | +0.23% | +89.23% | |
| 17 | BRO | Brown & Brown INC | 株式-金融 | 1.24% | -0.15% | +100.00% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | -0.14% | +39.48% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.18% | -0.14% | +87.33% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 0.89% | +0.16% | +147.19% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | -38.70% | |
| 22 | IDCC | Interdigital INC | 株式-IT | 0.86% | — | — | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | +0.32% | +52.17% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -0.11% | +12.21% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | -0.34% | +53.31% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.61% | — | +156.98% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.61% | — | +4.36% | |
| 28 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.60% | — | +80.79% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | +0.35% | +105.23% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.57% | — | +257.92% | |
| 31 | XLE | Ss Energy Select Sector | ETF-その他 | 0.53% | +0.14% | +213.75% | |
| 32 | XEL | Xcel Energy INC | 株式-公益事業 | 0.52% | — | +94.14% | |
| 33 | KR | Kroger Co | 株式-生活必需品 | 0.51% | — | +100.76% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | +165.01% | |
| 35 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.47% | — | — | |
| 36 | MAIN | Main Street Capital CORP | 株式-金融 | 0.47% | — | — | |
| 37 | AMAT | Applied Materials INC | 株式-IT | 0.45% | +0.11% | +650.06% | |
| 38 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.44% | — | +116.77% | |
| 39 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.44% | — | -71.43% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.43% | — | +1693.91% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.42% | +0.21% | +47.07% | |
| 42 | DAL | Delta Air Lines INC | 株式-資本財 | 0.42% | — | +253.34% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.39% | — | -24.36% | |
| 44 | BX | Blackstone INC | 株式-金融 | 0.38% | — | +67.65% | |
| 45 | FLRT | Pacer Aristotle Pacific Floa | ETF-その他 | 0.38% | -0.10% | +171.48% | |
| 46 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.37% | — | +75.55% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.37% | — | -20.80% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.36% | — | +213.64% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.36% | — | +266.02% | |
| 50 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.36% | — | +96.63% |