CIK: 0001800798
申告総資産額
$61.3億
上位200銘柄を表示中（全1386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 | NVDA | Nvidia CORP | 株式-IT | 3.25% | -0.63% | +8.65% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.63% | — | +5.27% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.08% | -0.76% | +25.73% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.05% | -0.16% | +18.15% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.04% | -0.56% | +15.01% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | — | +12.33% | |
| 7 | CARY | Angel Oak Income ETF | ETF-その他 | 1.46% | -0.06% | +26.86% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.45% | — | +11.48% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | — | +16.76% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | — | +17.76% | |
| 11 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 1.02% | — | +5.41% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 0.97% | — | +13.83% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.88% | — | +2.52% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | — | +9.80% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | +0.03% | -4.41% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.82% | +0.01% | +235.05% | |
| 17 | AOHY | Angel Oak High Yild Oppo ETF | ETF-その他 | 0.80% | — | +38.54% | |
| 18 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.78% | — | -5.46% | |
| 19 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.74% | +0.03% | +10.09% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.65% | — | +10.71% | |
| 21 | ALAI | Alger Ai Enable & Adopt ETF | ETF-その他 | 0.64% | +0.02% | +31.49% | |
| 22 | IDV | Ishares International Select | ETF-その他 | 0.63% | — | +5.75% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | — | -1.08% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +3.29% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +2.94% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.60% | +0.19% | +2.41% | |
| 27 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 0.60% | — | -37.92% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | — | +12.46% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.18% | +17.97% | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.49% | — | -0.64% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.49% | — | +12.78% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +9.87% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.47% | — | +9.55% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | +0.08% | +10.17% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.43% | — | -3.75% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | +78.99% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.39% | — | +21.31% | |
| 38 | ANET | Arista Networks INC | 株式-IT | 0.39% | — | +1.98% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.37% | — | +8.75% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.37% | — | +17.53% | |
| 41 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.37% | +0.33% | +2.14% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.36% | — | +25.41% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.35% | — | +240.38% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | — | +6.04% | |
| 45 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.35% | +0.15% | +1.35% | |
| 46 | MFSV | Mfs Active Value | ETF-その他 | 0.34% | — | +5096.91% | |
| 47 | BND | Vanguard Total Bond Market | ETF-その他 | 0.33% | — | +73.78% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.33% | — | +56.46% | |
| 49 | SO | Southern Co/the | 株式-公益事業 | 0.33% | — | +11.62% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.33% | — | -16.37% |