CIK: 0001802132
申告総資産額
$1.6億
上位200銘柄を表示中（全220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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 9.58% | — | +3.77% | |
| 2 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 6.22% | — | +8.49% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.10% | -0.11% | -0.76% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.36% | — | +3.58% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.92% | — | +7.29% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.55% | — | +3.59% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | — | -10.16% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.53% | +0.08% | -55.19% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.34% | +0.25% | -3.54% | |
| 10 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 2.16% | — | +6.09% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.98% | -0.56% | +1.67% | |
| 12 | PENN | Penn Entertainment INC | 株式-一般消費財 | 1.73% | — | +2.29% | |
| 13 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.56% | — | -16.49% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.34% | -0.37% | -6.20% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | — | +0.07% | |
| 16 | T | At&t INC | 株式-通信サービス | 0.99% | — | +1.09% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 0.97% | — | -2.46% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | +0.43% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.77% | — | -0.20% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.71% | — | -1.20% | |
| 21 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.69% | — | +2.43% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.63% | — | -8.43% | |
| 23 | MAIN | Main Street Capital CORP | 株式-金融 | 0.63% | — | -4.20% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | -22.39% | |
| 25 | UBER | Uber Technologies INC | 株式-資本財 | 0.62% | — | — | |
| 26 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.61% | — | +6.99% | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.60% | — | -27.47% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | -0.82% | -2.79% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | -9.96% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.58% | — | +14.44% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | +37.25% | |
| 32 | GAIN | Gladstone Investment CORP | 株式-その他 | 0.57% | — | -2.58% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.55% | — | +2.85% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 0.54% | — | -14.59% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | -15.89% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +1.27% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.52% | — | -3.88% | |
| 38 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.51% | — | +0.31% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.50% | — | +32.10% | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.50% | — | +111.13% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.50% | — | -1.03% | |
| 42 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 0.48% | — | -3.54% | |
| 43 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.48% | — | -7.58% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.47% | — | -0.41% | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.47% | — | — | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | -0.37% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.46% | — | +0.70% | |
| 48 | WPC | Wp Carey INC | 株式-不動産 | 0.46% | — | -2.23% | |
| 49 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 0.45% | — | — | |
| 50 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.43% | — | -1.54% |