CIK: 0001610769
申告総資産額
$41.2億
上位200銘柄を表示中（全1121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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.89% | +0.61% | +1.12% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.49% | +0.27% | +9.16% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.43% | -3.07% | EXIT | |
| 4 | AAPL | Apple INC | 株式-IT | 3.09% | +0.13% | +13.23% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.02% | +0.10% | +5.49% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.91% | +0.01% | +6.14% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.53% | -0.05% | +0.53% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.43% | — | +36.90% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.35% | — | -0.11% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | +0.11% | +7.72% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.15% | +0.01% | +6.42% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.15% | — | +14.80% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.12% | -0.06% | -8.07% | |
| 14 | LQDA | Liquidia CORP | 株式-その他 | 1.11% | -0.05% | — | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.04% | +0.02% | +4.45% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | — | -33.53% | |
| 17 | ELS | Equity Lifestyle Properties | 株式-不動産 | 0.99% | — | -4.17% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.97% | — | +0.80% | |
| 19 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.91% | -0.11% | -8.34% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.86% | -0.01% | +4.70% | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.84% | — | +2.02% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.81% | -0.79% | EXIT | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | — | +2.62% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.75% | -0.07% | +7.18% | |
| 25 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.74% | -0.03% | +1.22% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | +5.18% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | -0.04% | +1.99% | |
| 28 | ACN | Accenture plc | 株式-IT | 0.63% | -0.14% | -0.40% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.59% | -0.67% | EXIT | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | — | +6.60% | |
| 31 | GS | Goldman Sachs Group INC | 株式-金融 | 0.53% | — | +4.05% | |
| 32 | GE | General Electric | 株式-資本財 | 0.51% | — | +1.14% | |
| 33 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.50% | — | +2.51% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.50% | -0.06% | +2.28% | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.45% | — | +6.58% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.45% | — | +2.93% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | +4.32% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.44% | +0.46% | +4.80% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.44% | -0.04% | -5.23% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | -0.50% | |
| 41 | PWR | Quanta Services INC | 株式-資本財 | 0.39% | -0.37% | EXIT | |
| 42 | AGI | Alamos Gold Inc-class A | 株式-素材 | 0.38% | +0.25% | -1.75% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | +0.53% | |
| 44 | SKYH | Sky Harbour Group CORP | 株式-その他 | 0.37% | — | -3.54% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.37% | — | -48.30% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | — | +7.16% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.34% | -0.39% | EXIT | |
| 48 | GEV | GE Vernova INC | 株式-資本財 | 0.34% | +0.17% | +17.42% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.33% | -0.37% | EXIT | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.33% | — | +7.67% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +9.16% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.7% | +15.55% | 増加 |
| 3 | AVGO | Broadcom INC | +0.3% | +4.45% | 増加 |
| 4 | RBLX | Roblox CORP -class A | +0.3% | -8.34% | 減少 |
| 5 | VXUS | Vanguard Total Intl Stock | +0.3% | +36.90% | 増加 |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | +1.22% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.72% | 増加 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +6.42% | 増加 |
| 9 | GEV | GE Vernova INC | +0.2% | +17.42% | 増加 |
| 10 | OKLO | Oklo INC | +0.2% | +0.05% | 増加 |
| 11 | HOOD | Robinhood Markets INC - A | +0.1% | +7.69% | 増加 |
| 12 | ORCL | Oracle CORP | +0.1% | +2.28% | 増加 |
| 13 | ANET | Arista Networks INC | +0.1% | +50.65% | 増加 |
| 14 | DUK | Duke Energy CORP | +0.1% | +225.08% | 増加 |
| 15 | IWV | Ishares Russell 3000 ETF | +0.1% | +14.80% | 増加 |
| 16 | NFLX | Netflix INC | +0.1% | +7.18% | 増加 |
| 17 | JBL | Jabil INC | +0.1% | +80.08% | 増加 |
| 18 | GS | Goldman Sachs Group INC | +0.1% | +4.05% | 増加 |
| 19 | PWR | Quanta Services INC | +0.1% | +0.83% | 増加 |
| 20 | C | Citigroup INC | +0.1% | +20.34% | 増加 |
| 21 | COF | Capital One Financial CORP | +0.1% | +62.76% | 増加 |
| 22 | AMZN | Amazon.com INC | +0.1% | +6.14% | 増加 |
| 23 | META | Meta Platforms Inc-class A | +0.1% | +0.53% | 増加 |
| 24 | GE | General Electric | +0.1% | +1.14% | 増加 |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +4.80% | 増加 |
| 26 | VEA | Vanguard Ftse Developed ETF | +0.1% | +16.22% | 増加 |
| 27 | TSLA | Tesla INC | +0.1% | +6.60% | 増加 |
| 28 | AEM | Agnico Eagle Mines LTD | +0.1% | +2.51% | 増加 |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +5.18% | 増加 |
| 30 | ESGV | Vanguard Esg US Stock ETF | — | +6.58% | 増加 |
| 31 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.70% | 増加 |
| 32 | VOO | Vanguard S&p 500 ETF | -0.1% | +5.49% | 増加 |
| 33 | ITOT | Ishares Core S&p Total U.s. | -0.1% | +0.80% | 増加 |
| 34 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | +2.02% | 増加 |
| 35 | SCHB | Schwab US Broad Market ETF | -0.1% | -0.11% | 減少 |
| 36 | AAPL | Apple INC | -0.1% | +13.23% | 増加 |
| 37 | UNH | Unitedhealth Group INC | -0.2% | -0.79% | 減少 |
| 38 | VRTX | Vertex Pharmaceuticals INC | -0.2% | -15.94% | 減少 |
| 39 | SKYH | Sky Harbour Group CORP | -0.2% | -3.54% | 減少 |
| 40 | ACN | Accenture plc | -0.3% | -0.40% | 減少 |
| 41 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | +1.12% | 増加 |
| 42 | ELS | Equity Lifestyle Properties | -0.4% | -4.17% | 減少 |
| 43 | COST | Costco Wholesale CORP | -0.5% | -48.30% | 減少 |
| 44 | LLY | Eli Lilly & Co | -0.6% | -8.07% | 減少 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.6% | -33.53% | 減少 |
| 46 | LQDA | Liquidia CORP | — | NEW | 新規購入 |
| 47 | OEF | Ishares S&p 100 ETF | — | EXIT | 全売却 |
| 48 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | 新規購入 |
| 49 | ILF | Ishares Latin America 40 ETF | — | NEW | 新規購入 |
| 50 | MRCC | Monroe Capital CORP | — | NEW | 新規購入 |