CIK: 0002021232
申告総資産額
$6.5億
上位200銘柄を表示中（全631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 | NVDA | Nvidia CORP | 株式-IT | 7.54% | +7.73% | +7.22% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.82% | -6.59% | +16.21% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.03% | -3.13% | -39.74% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.66% | +2.59% | -0.14% | |
| 5 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 3.42% | -2.88% | EXIT | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.63% | +3.58% | +47.63% | |
| 7 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 2.52% | -0.20% | +189.17% | |
| 8 | INDA | Ishares Msci India ETF | ETF-その他 | 2.28% | — | +42.54% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.10% | +0.89% | +1.16% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.88% | +2.14% | -38.21% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.52% | -0.42% | EXIT | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.37% | -1.45% | +17.17% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.23% | -0.94% | EXIT | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.21% | -0.89% | EXIT | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.13% | -0.72% | -2.14% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | +2.29% | -35.93% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.03% | +2.73% | -7.60% | |
| 18 | PANW | Palo Alto Networks INC | 株式-IT | 0.97% | +0.68% | -7.52% | |
| 19 | AMD | Advanced Micro Devices | 株式-IT | 0.96% | — | -7.06% | |
| 20 | ET | Energy Transfer LP | 株式-エネルギー | 0.80% | — | +6.06% | |
| 21 | SM | Sm Energy Co | 株式-エネルギー | 0.77% | — | +8.86% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.70% | — | +7.70% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.67% | -1.04% | EXIT | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | +3.69% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.63% | -0.92% | EXIT | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.63% | — | +8.61% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.61% | +3.16% | +925.71% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.60% | — | -11.39% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.60% | -2.60% | +8.83% | |
| 30 | SNOW | Snowflake INC | 株式-IT | 0.58% | — | +164.87% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.58% | +1.08% | +8.52% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.55% | — | +12.21% | |
| 33 | OPBK | Op Bancorp | 株式-その他 | 0.53% | -0.86% | EXIT | |
| 34 | PINK | Simplify Health Care ETF | ETF-その他 | 0.52% | — | -61.41% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | -0.29% | -3.06% | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.50% | — | +4.36% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.49% | — | +0.83% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.48% | -0.59% | EXIT | |
| 39 | SOFI | Sofi Technologies INC | 株式-金融 | 0.46% | — | +7.43% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.45% | — | -56.06% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | — | -7.82% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | — | +13.08% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | -0.39% | EXIT | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.41% | -0.28% | EXIT | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | -0.11% | -32.61% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.37% | — | -10.91% | |
| 47 | VAL | Valaris Limited | 株式-エネルギー | 0.37% | — | +14.76% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | +0.42% | -2.53% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.36% | — | — | |
| 50 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.36% | -0.70% | EXIT |