CIK: 0001844369
申告総資産額
$9.1億
上位200銘柄を表示中(全211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 | VUG | Vanguard Growth ETF | ETF-その他 | 4.99% | -0.67% | +6.80% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 4.67% | — | +44.51% | |
| 3 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 4.24% | -0.28% | +6.38% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 4.13% | -0.31% | -22.51% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.29% | -0.33% | -4.63% | |
| 6 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.21% | — | +1.72% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.03% | -0.60% | -0.80% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.30% | -1.79% | +98.68% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.27% | -0.24% | +3.09% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.24% | +0.11% | -13.02% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.01% | -0.32% | +4.31% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 1.98% | -0.37% | +1.30% | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.97% | -1.96% | +4.43% | |
| 14 | SEIX | Virtus Seix Senior Loan ETF | ETF-その他 | 1.94% | — | +3525.53% | |
| 15 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-その他 | 1.81% | -0.74% | +1.71% | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.75% | -0.21% | -0.25% | |
| 17 | EVTR | Eaton Vance Total Return | ETF-その他 | 1.71% | — | +4.11% | |
| 18 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 1.70% | -0.20% | -0.08% | |
| 19 | PAVE | Global X US Infrastructure | ETF-その他 | 1.65% | — | +5445.12% | |
| 20 | SYK | Stryker CORP | 株式-ヘルスケア | 1.57% | -0.21% | -0.12% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.56% | -0.14% | +2.36% | |
| 22 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 1.55% | -0.33% | +1.74% | |
| 23 | DFIV | Dimensional International Va | ETF-その他 | 1.51% | — | +34.67% | |
| 24 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.44% | -1.44% | — | |
| 25 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.37% | -0.20% | +5.38% | |
| 26 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.34% | +0.06% | +4.26% | |
| 27 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.33% | — | +4.57% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 1.32% | — | +0.93% | |
| 29 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.28% | -1.28% | EXIT | |
| 30 | BXSL | Blackstone Secured Lending F | 株式-金融 | 1.26% | -1.04% | +1.41% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.25% | — | — | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.18% | — | +4.14% | |
| 33 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.16% | — | +0.02% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.11% | +0.19% | -0.81% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | — | -1.00% | |
| 36 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.97% | -0.94% | +7.22% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | +0.27% | +12.81% | |
| 38 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.84% | — | -3.17% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.83% | — | +0.05% | |
| 40 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.83% | — | +12.03% | |
| 41 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.79% | — | — | |
| 42 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.77% | -0.14% | +7.21% | |
| 43 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.76% | -0.11% | +1.54% | |
| 44 | AMD | Advanced Micro Devices | 株式-IT | 0.72% | -0.15% | — | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.71% | — | -1.80% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | -0.11% | +5.05% | |
| 47 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.69% | -0.33% | -1.99% | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.66% | — | -5.72% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.58% | — | -1.30% | |
| 50 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.58% | — | +0.51% |