CIK: 0000891943
申告総資産額
$21.0億
上位200銘柄を表示中（全794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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.96% | -0.09% | -6.01% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.79% | -0.23% | +9.25% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.78% | — | +26.10% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.69% | -0.25% | -17.09% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.20% | — | +29.76% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.99% | -0.07% | +63.33% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.93% | -0.03% | +1212.68% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.80% | -0.27% | +40.25% | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.44% | — | +48.86% | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.33% | — | +9.14% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.16% | — | +17.31% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.10% | — | -5.41% | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.01% | — | +7.42% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.00% | — | +1.71% | |
| 15 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 0.99% | — | -0.28% | |
| 16 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.99% | — | +11.01% | |
| 17 | ALRM | Alarm.com Holdings INC | 株式-その他 | 0.97% | — | +2.68% | |
| 18 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.95% | -0.43% | +7.26% | |
| 19 | YMAX | Yieldmax Universe Fo In Etfs | ETF-その他 | 0.92% | — | +9751.53% | |
| 20 | PKST | Peakstone Realty Trust | 株式-その他 | 0.85% | -0.87% | +55.59% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | -0.16% | +111.03% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | — | +7.28% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.84% | — | +8.22% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.80% | -0.18% | -15.69% | |
| 25 | ADSK | Autodesk INC | 株式-IT | 0.80% | -0.41% | +5.48% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | -0.15% | +75.14% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.76% | -0.08% | +51.60% | |
| 28 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.75% | — | +10.03% | |
| 29 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.74% | — | +2.46% | |
| 30 | NVDY | Yieldmax Nvda Option INC ETF | ETF-その他 | 0.69% | — | +1227.74% | |
| 31 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.67% | — | +4.10% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.66% | — | -6.94% | |
| 33 | BALT | Inn Defined Wealth Shield | ETF-その他 | 0.65% | — | -18.55% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | -0.06% | +23.67% | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.60% | +0.13% | +151.87% | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.60% | +0.15% | +16.09% | |
| 37 | TYL | Tyler Technologies INC | 株式-IT | 0.58% | — | -2.66% | |
| 38 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.58% | -0.16% | +9.17% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | -0.12% | +10.09% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +17.74% | |
| 41 | GFL | Gfl Environmental Inc-sub Vt | 株式-その他 | 0.56% | — | +14.79% | |
| 42 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.55% | — | +6.41% | |
| 43 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.55% | +0.23% | +8.67% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | — | +17.84% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.52% | — | -4.58% | |
| 46 | APRW | Allinzim US Eq Bfr20 Apr-usd | ETF-その他 | 0.49% | — | +114.64% | |
| 47 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.48% | — | -25.35% | |
| 48 | THTA | Sofi Enhanced Yield ETF | ETF-その他 | 0.47% | — | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | -5.31% | |
| 50 | PAVE | Global X US Infrastructure | ETF-その他 | 0.45% | — | +15.49% |