CIK: 0002021232
申告総資産額
$6.5億
上位200銘柄を表示中（全628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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.89% | -6.59% | — | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.88% | +7.73% | — | |
| 3 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 3.46% | -2.88% | EXIT | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.94% | -3.13% | — | |
| 5 | AAPL | Apple INC | 株式-IT | 2.78% | +2.59% | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.23% | +0.89% | — | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.13% | +2.14% | — | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.71% | -0.94% | EXIT | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 1.63% | — | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.51% | -0.89% | EXIT | |
| 11 | INDA | Ishares Msci India ETF | ETF-その他 | 1.40% | — | — | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.39% | +2.73% | — | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.35% | +3.58% | — | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.32% | — | — | |
| 15 | AMD | Advanced Micro Devices | 株式-IT | 1.19% | — | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.13% | -1.45% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | +2.29% | — | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.10% | — | — | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.08% | -0.92% | EXIT | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.05% | -0.72% | — | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.03% | — | — | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.01% | -1.04% | EXIT | |
| 23 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.98% | -0.20% | — | |
| 24 | BKMC | Bny Mellon US M/c Core ETF | ETF-その他 | 0.96% | — | — | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.92% | -0.59% | EXIT | |
| 26 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.87% | — | — | |
| 27 | PANW | Palo Alto Networks INC | 株式-IT | 0.85% | +0.68% | — | |
| 28 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.81% | — | — | |
| 29 | ET | Energy Transfer LP | 株式-エネルギー | 0.77% | — | — | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.76% | — | — | |
| 31 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.73% | — | — | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.67% | — | — | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | -0.11% | — | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.60% | — | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | -0.34% | — | |
| 36 | SNOW | Snowflake INC | 株式-IT | 0.57% | — | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.56% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | -0.29% | — | |
| 39 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.54% | — | — | |
| 40 | VAL | Valaris Limited | 株式-エネルギー | 0.51% | — | — | |
| 41 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.48% | — | — | |
| 42 | HQY | Healthequity INC | 株式-ヘルスケア | 0.46% | — | — | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.46% | — | — | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | -0.23% | — | |
| 45 | OPBK | Op Bancorp | 株式-その他 | 0.43% | -0.86% | EXIT | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.43% | -2.60% | — | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.43% | +3.16% | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | -0.39% | EXIT | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | — | |
| 50 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.41% | +1.08% | — |