CIK: 0001858782
申告総資産額
$7.2億
上位200銘柄を表示中（全207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 | MSFT | Microsoft CORP | 株式-IT | 6.32% | -0.30% | +0.83% | |
| 2 | CTOS | Custom Truck One Source INC | 株式-その他 | 5.59% | +2.02% | +6.54% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.51% | -0.08% | +4.36% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.50% | -0.02% | +8.67% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.46% | -0.24% | +1.81% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 4.25% | -0.40% | +1.29% | |
| 7 | PLTR | Palantir Technologies Inc-a | 株式-IT | 4.18% | -0.87% | +0.70% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.43% | +0.04% | +2.23% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.41% | +0.06% | +1.16% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.32% | — | +21.14% | |
| 11 | UBER | Uber Technologies INC | 株式-資本財 | 3.27% | -0.04% | -5.11% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.64% | -0.21% | +4.37% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 2.58% | -0.33% | +3.12% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.18% | -0.26% | +17.62% | |
| 15 | AMD | Advanced Micro Devices | 株式-IT | 2.04% | +1.50% | -4.03% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.98% | -0.19% | +7.15% | |
| 17 | AVDE | Avantis International Equity | ETF-その他 | 1.97% | -0.25% | +7.28% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.81% | -0.16% | -1.71% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.33% | -0.08% | +1.84% | |
| 20 | PANW | Palo Alto Networks INC | 株式-IT | 1.25% | +0.81% | +3.33% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | -0.10% | +3.43% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.97% | — | +1.54% | |
| 23 | MMM | 3m Co | 株式-資本財 | 0.95% | — | -7.42% | |
| 24 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.91% | +0.02% | -2.82% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.91% | — | +2.85% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.86% | — | +0.69% | |
| 27 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.76% | — | +0.86% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | -0.02% | +2.89% | |
| 29 | CLX | Clorox Company | 株式-生活必需品 | 0.74% | +0.32% | +190.51% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.73% | — | -1.12% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.73% | — | -4.91% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.63% | — | +0.57% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.63% | -0.03% | +20.54% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | — | +1.01% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.61% | — | +9.35% | |
| 36 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.61% | — | -0.08% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.58% | +0.01% | +6.55% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.57% | — | — | |
| 39 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.57% | — | +88.06% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.54% | — | +1.07% | |
| 41 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-その他 | 0.53% | — | +42.35% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.53% | — | +7.26% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.47% | — | -5.43% | |
| 44 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.46% | -0.29% | +81.43% | |
| 45 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 0.46% | — | +35.51% | |
| 46 | ASML | ASML Holding N.V. | 株式-IT | 0.45% | +0.05% | -1.50% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | +5.05% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | — | +18.59% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.38% | +0.05% | — | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.37% | — | +3.34% |