CIK: 0001802167
申告総資産額
$9.8億
上位200銘柄を表示中（全206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 | MSFT | Microsoft CORP | 株式-IT | 20.22% | -6.64% | +1.36% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.77% | -0.82% | +5.93% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.06% | — | +20.55% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.17% | -0.50% | +4.38% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.58% | -0.89% | -8.98% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.58% | -0.40% | +1.33% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.11% | -0.90% | +8.29% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.11% | -0.60% | +2.76% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.90% | — | +14.41% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.87% | -0.25% | -1.95% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.80% | — | +6.29% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.74% | -0.20% | +10.88% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.53% | -0.21% | +2.80% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.52% | -0.52% | +1.02% | |
| 15 | AMD | Advanced Micro Devices | 株式-IT | 1.47% | — | +6.84% | |
| 16 | SHOP | Shopify INC - Class A | 株式-IT | 1.42% | -0.64% | -0.16% | |
| 17 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.41% | -0.84% | +9.34% | |
| 18 | NFLX | Netflix INC | 株式-通信サービス | 1.34% | — | +947.86% | |
| 19 | ANET | Arista Networks INC | 株式-IT | 1.30% | — | +4.71% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.24% | -0.41% | +5.54% | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.10% | — | +1.04% | |
| 22 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.09% | -1.02% | +11.07% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.08% | -0.34% | +5.36% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.07% | -0.07% | +45.62% | |
| 25 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.07% | -0.36% | +13.96% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 1.05% | — | +5.76% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.05% | -0.86% | +5.73% | |
| 28 | GEV | GE Vernova INC | 株式-資本財 | 1.01% | +0.07% | — | |
| 29 | UBER | Uber Technologies INC | 株式-資本財 | 0.99% | — | +17.79% | |
| 30 | CDNS | Cadence Design Sys INC | 株式-IT | 0.99% | — | +39.56% | |
| 31 | NOW | Servicenow INC | 株式-IT | 0.98% | -0.46% | +544.39% | |
| 32 | PANW | Palo Alto Networks INC | 株式-IT | 0.97% | — | +6.38% | |
| 33 | CRM | Salesforce INC | 株式-IT | 0.97% | -0.38% | +5.57% | |
| 34 | FICO | Fair Isaac CORP | 株式-IT | 0.93% | -0.47% | +6.34% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.92% | -0.50% | +16.83% | |
| 36 | RMD | Resmed INC | 株式-ヘルスケア | 0.89% | — | +7.94% | |
| 37 | ADSK | Autodesk INC | 株式-IT | 0.88% | -0.30% | +7.63% | |
| 38 | TMUS | T-mobile US INC | 株式-通信サービス | 0.86% | -0.75% | +8.21% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | -0.07% | +78.45% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.78% | — | +10.42% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.77% | -0.70% | +11.56% | |
| 42 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.70% | -0.70% | EXIT | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | — | +17.17% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.67% | — | +3.40% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.60% | — | -8.69% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | -0.51% | -40.91% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | — | +2.58% | |
| 48 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.54% | +0.02% | -29.12% | |
| 49 | PGR | Progressive CORP | 株式-金融 | 0.53% | -0.45% | -32.77% | |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.44% | — | -6.69% |