CIK: 0001913231
申告総資産額
$28.9億
上位200銘柄を表示中（全740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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.79% | +0.94% | +1.78% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.96% | -0.09% | -5.42% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.65% | -0.54% | +22.13% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.60% | -0.23% | +57.14% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.58% | -0.54% | +28.43% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.51% | -0.10% | +34.72% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.26% | -0.18% | +1.33% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.79% | -1.83% | EXIT | |
| 9 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 1.70% | -0.58% | +16.60% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.59% | — | -10.42% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.46% | — | +0.46% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.41% | — | -6.77% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.39% | -0.12% | +6.64% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.29% | -0.09% | -1.18% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | -0.13% | +28.02% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.18% | +0.08% | -14.65% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.18% | -0.11% | -18.41% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.07% | — | -23.22% | |
| 19 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.04% | — | +6.66% | |
| 20 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 1.04% | — | +87.25% | |
| 21 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.97% | — | +2.68% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.93% | -0.10% | +22.86% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | -0.07% | +0.59% | |
| 24 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.87% | -0.49% | +39.44% | |
| 25 | MBB | Ishares Mbs ETF | ETF-その他 | 0.83% | — | +5.44% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | -0.19% | +64.39% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | — | +0.35% | |
| 28 | ANET | Arista Networks INC | 株式-IT | 0.71% | — | -4.10% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.71% | — | -11.42% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.68% | — | -8.11% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +36.71% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | -0.09% | -6.77% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.66% | — | +25.86% | |
| 34 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.64% | — | -1.42% | |
| 35 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.63% | — | +11.15% | |
| 36 | SUB | Ishares Short-term National | ETF-その他 | 0.60% | — | -6.14% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.58% | — | -31.84% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.57% | — | +17.57% | |
| 39 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 0.56% | +0.32% | — | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | — | -17.44% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.54% | +0.15% | -21.93% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | -16.78% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | +0.11% | +15.66% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.48% | -0.13% | +3.33% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +5.01% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | -0.08% | +3.79% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | +10.20% | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.43% | — | -6.03% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | +0.10% | -8.27% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.40% | — | +11.81% |