CIK: 0001913231
申告総資産額
$28.9億
上位200銘柄を表示中（全750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 | 3.36% | +0.94% | -10.33% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.09% | -0.18% | +37.67% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.96% | -0.09% | +1.25% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.72% | -0.23% | +1.53% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.69% | -0.54% | +2.00% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.43% | -0.10% | -0.06% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.36% | -0.54% | +1.43% | |
| 8 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 2.08% | -0.58% | +23.78% | |
| 9 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.83% | -1.83% | EXIT | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.66% | -0.09% | +3.17% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.48% | — | +7.88% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.45% | — | +3.01% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | -0.13% | +4.67% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.25% | -0.12% | +3.63% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.15% | — | -0.07% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.10% | -0.11% | -3.77% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.07% | +0.08% | -11.18% | |
| 18 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 1.05% | — | +7.51% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.03% | -0.19% | +0.92% | |
| 20 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.03% | — | +68.37% | |
| 21 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.98% | — | +2.23% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.98% | -0.10% | +3.25% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | -0.07% | +1.98% | |
| 24 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.90% | -0.49% | -4.14% | |
| 25 | MBB | Ishares Mbs ETF | ETF-その他 | 0.84% | — | +4.44% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | +12.69% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.78% | — | -50.23% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | — | +2.82% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.68% | -0.13% | +3.25% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +3.91% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.67% | — | +0.01% | |
| 32 | ANET | Arista Networks INC | 株式-IT | 0.67% | — | +8.05% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.65% | — | -34.38% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.65% | — | -3.26% | |
| 35 | SUB | Ishares Short-term National | ETF-その他 | 0.64% | — | +10.47% | |
| 36 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.64% | — | +5.62% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | -0.09% | -10.51% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.56% | — | +1.84% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | +4.38% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.54% | — | -6.01% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.52% | — | -3.26% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.52% | +0.15% | -1.06% | |
| 43 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 0.52% | +0.32% | +4.41% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.50% | — | +87.17% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | +0.10% | +7.19% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | +0.11% | -4.23% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | -0.08% | -0.30% | |
| 48 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.43% | — | +5.94% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.42% | — | +8.85% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.42% | — | +1.63% |