CIK: 0002020860
申告総資産額
$8.5億
上位200銘柄を表示中（全213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 | 9.80% | -1.27% | -1.01% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.78% | -0.90% | -1.50% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.42% | -0.90% | -3.63% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.17% | -0.29% | -0.30% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.99% | -0.71% | — | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.79% | — | -0.91% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 2.49% | -0.21% | +0.97% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.16% | -0.18% | +1.39% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.10% | — | +0.99% | |
| 10 | CME | Cme Group INC | 株式-金融 | 2.00% | -0.15% | -3.98% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.75% | -0.16% | +13.75% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.69% | — | +0.31% | |
| 13 | PVAL | Putnam Focused Lrg Cap Value | ETF-その他 | 1.68% | +0.79% | +47.65% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.60% | — | -14.19% | |
| 15 | BX | Blackstone INC | 株式-金融 | 1.45% | -0.21% | +1.96% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.33% | +0.19% | +0.51% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.30% | — | -0.07% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.24% | -0.11% | -1.44% | |
| 19 | DFIV | Dimensional International Va | ETF-その他 | 1.24% | +0.06% | +350.41% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | +0.15% | +9.97% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.99% | -0.10% | +0.08% | |
| 22 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.99% | — | -17.52% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.94% | -0.12% | -21.38% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.92% | — | -0.13% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | +0.41% | +238.60% | |
| 26 | BXSL | Blackstone Secured Lending F | 株式-金融 | 0.86% | — | -5.45% | |
| 27 | RYAN | Ryan Specialty Holdings INC | 株式-金融 | 0.84% | -0.20% | -1.80% | |
| 28 | BLK | Blackrock INC | 株式-金融 | 0.82% | — | +0.33% | |
| 29 | FWD | AB Disruptors ETF | ETF-その他 | 0.75% | +0.29% | +48.89% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.72% | — | -19.46% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.70% | — | +7.71% | |
| 32 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.69% | — | -0.48% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.67% | +0.09% | -1.98% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | +4.47% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.63% | — | -2.49% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.60% | — | -1.25% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.57% | -0.10% | -3.98% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.57% | — | — | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | — | +2.66% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.56% | — | -5.33% | |
| 41 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.54% | — | +16.48% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | — | +29.74% | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.52% | -0.08% | +50.64% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | +0.18% | -3.60% | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.50% | +0.06% | +0.15% | |
| 46 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.50% | -0.09% | -5.27% | |
| 47 | OSEA | Harbor Intl Compounders ETF | ETF-その他 | 0.50% | -0.14% | +33.02% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | +0.14% | +1.28% | |
| 49 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 0.46% | -0.07% | +43.23% | |
| 50 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 0.46% | — | -4.04% |