CIK: 0001859434
申告総資産額
$1.1億
上位200銘柄を表示中（全287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 | ARCC | Ares Capital CORP | 株式-金融 | 8.12% | — | -4.54% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.73% | — | +1.18% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.70% | — | -15.39% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.35% | — | +0.06% | |
| 5 | REFI | Chicago Atlantic Real Estate | 株式-その他 | 4.21% | — | — | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.77% | — | -5.47% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 2.17% | — | -1.04% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.06% | — | — | |
| 9 | GS | Goldman Sachs Group INC | 株式-金融 | 1.95% | — | -16.92% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.94% | — | — | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.90% | — | -8.17% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.77% | — | — | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.74% | — | — | |
| 14 | DOW | Dow INC | 株式-素材 | 1.73% | — | -4.37% | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 1.72% | — | +0.10% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.68% | — | — | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.68% | — | — | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.62% | — | — | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.56% | — | — | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.51% | — | — | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.47% | — | — | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.34% | — | -24.38% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 1.27% | — | -11.96% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 1.15% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.13% | — | — | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.04% | — | -29.60% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.97% | — | -19.16% | |
| 28 | ✓ | P3 Health Partners INC | 株式-その他 | 0.96% | — | +1.49% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.91% | — | — | |
| 30 | CG | Carlyle Group Inc/the | 株式-金融 | 0.89% | — | +27.73% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.88% | — | — | |
| 32 | SWKS | Skyworks Solutions INC | 株式-IT | 0.83% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | -50.42% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.74% | — | -0.71% | |
| 35 | PGEN | Precigen INC | 株式-その他 | 0.69% | — | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | — | — | |
| 37 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.66% | — | — | |
| 38 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.65% | — | — | |
| 39 | ROST | Ross Stores INC | 株式-一般消費財 | 0.64% | — | — | |
| 40 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.59% | — | — | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | — | — | |
| 42 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.57% | — | +3.01% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.56% | — | — | |
| 44 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.54% | — | — | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.54% | — | -20.00% | |
| 46 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.51% | — | +41.67% | |
| 47 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.49% | — | -42.99% | |
| 48 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.48% | — | +0.02% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | — | — | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.44% | — | -16.67% |