CIK: 0001978879
申告総資産額
$32.6億
上位200銘柄を表示中（全1098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 | COIN | Coinbase Global INC -class A | 株式-金融 | 4.15% | -0.47% | -6.14% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.82% | -0.05% | +7.78% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.73% | — | +3.89% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.31% | -0.09% | +16.87% | |
| 5 | INTF | Ishares International Equity | ETF-その他 | 2.29% | — | +2.44% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.02% | -0.20% | +25.91% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.97% | — | +25.93% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.96% | -0.43% | +23.92% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.94% | -0.19% | -7.14% | |
| 10 | OKLO | Oklo INC | 株式-公益事業 | 1.82% | — | -10.67% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.78% | -1.03% | +17.47% | |
| 12 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.77% | -0.04% | +4.95% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.59% | -0.11% | +7.32% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.53% | -0.08% | +0.19% | |
| 15 | HOOD | Robinhood Markets INC - A | 株式-金融 | 1.49% | -0.94% | -21.87% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.43% | -0.14% | +23.22% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | -0.14% | +12.24% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.30% | -0.05% | +3.26% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.23% | -0.07% | +23.86% | |
| 20 | NFLT | Virtus Newfleet Multi-sector | ETF-その他 | 1.20% | -0.09% | +12.13% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 1.14% | — | -8.07% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.02% | — | +3.02% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.92% | — | +10.50% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.88% | — | +21.02% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.88% | +0.20% | -4.13% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.83% | — | +9.21% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | — | -0.07% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.80% | — | +6.31% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | -0.07% | +5.94% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | -0.48% | -30.45% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.67% | — | +3.46% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.60% | — | -11.77% | |
| 33 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.58% | -0.10% | +8.26% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.57% | — | +15.17% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.55% | -0.18% | +38.16% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.55% | — | +12.17% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.55% | — | +32.98% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.53% | -0.06% | +15.92% | |
| 39 | THLV | Thor Equal Wl Vl Etf-usd INC | ETF-その他 | 0.49% | — | +4.22% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | +0.14% | -18.22% | |
| 41 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.46% | — | +10.01% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.46% | — | +12.85% | |
| 43 | DYFI | Idx Dynamic Fixed Income ETF | ETF-その他 | 0.45% | — | +10.40% | |
| 44 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.42% | -0.11% | +107.35% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.42% | — | -14.53% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | +0.11% | +7.13% | |
| 47 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.42% | — | +0.71% | |
| 48 | INDS | Pacer Industrial Real Estate | ETF-その他 | 0.42% | — | +1.83% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | — | +44.46% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.40% | — | -13.86% |