CIK: 0002020860
申告総資産額
$8.5億
上位200銘柄を表示中（全226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 | 9.23% | -1.27% | -2.77% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.53% | -0.90% | -10.72% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.65% | -0.90% | -8.39% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.62% | -0.29% | +0.23% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.73% | -0.71% | +0.63% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.62% | — | -0.79% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.41% | +0.43% | +738.26% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.35% | -0.18% | +3.50% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.08% | — | +0.35% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.05% | — | +1.20% | |
| 11 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 2.02% | -0.21% | -14.30% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.94% | -0.16% | +20.81% | |
| 13 | PVAL | Putnam Focused Lrg Cap Value | ETF-その他 | 1.93% | +0.79% | +21.87% | |
| 14 | DFIV | Dimensional International Va | ETF-その他 | 1.89% | +0.06% | +59.09% | |
| 15 | CME | Cme Group INC | 株式-金融 | 1.74% | -0.15% | -0.57% | |
| 16 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.60% | +0.19% | +34.89% | |
| 17 | BX | Blackstone INC | 株式-金融 | 1.48% | -0.21% | +0.34% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.36% | — | -12.23% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.26% | +0.41% | +48.91% | |
| 20 | CBOE | Cboe Global Markets INC | 株式-金融 | 1.23% | — | +32.21% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | -5.02% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.11% | -0.11% | -6.81% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | +0.15% | +3.66% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.97% | -0.10% | -0.64% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.88% | — | +1.99% | |
| 26 | FWD | AB Disruptors ETF | ETF-その他 | 0.87% | +0.29% | +15.46% | |
| 27 | BLK | Blackrock INC | 株式-金融 | 0.81% | — | -0.15% | |
| 28 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.80% | +0.32% | +2136.33% | |
| 29 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.72% | -0.12% | -17.91% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.69% | — | +1.60% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.65% | — | -0.51% | |
| 32 | RYAN | Ryan Specialty Holdings INC | 株式-金融 | 0.62% | -0.20% | +1.14% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.62% | +0.25% | +358.10% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.60% | — | -1.16% | |
| 35 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.60% | -0.09% | +0.23% | |
| 36 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.58% | +0.31% | +156.56% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | -7.61% | |
| 38 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.57% | — | +17.47% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | +1.88% | |
| 40 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.57% | +0.09% | -9.17% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | -1.30% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.55% | -0.31% | +487.20% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | +0.14% | +0.84% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.52% | — | -4.07% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.52% | — | -1.95% | |
| 46 | VUG | Vanguard Growth ETF | ETF-その他 | 0.50% | -0.08% | +0.05% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.50% | — | -24.14% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.18% | -0.28% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | -8.64% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.45% | -0.10% | -9.03% |