CIK: 0001839307
申告総資産額
$5.4億
上位200銘柄を表示中（全412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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 33.45% | +5.02% | +7.54% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 8.94% | — | +10.99% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.78% | +0.15% | -1.29% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.43% | — | +9.49% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 3.99% | — | +9.11% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.21% | — | -7.67% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.73% | — | -28.29% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.63% | -0.23% | +22.11% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.25% | — | +12.49% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | -0.23% | +69.13% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | +0.09% | -7.67% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | -0.23% | +121.85% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.88% | — | -3.15% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | +0.11% | -4.21% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | — | +628.51% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.79% | -0.65% | +459.87% | |
| 17 | BX | Blackstone INC | 株式-金融 | 0.75% | -0.30% | EXIT | |
| 18 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.70% | — | — | |
| 19 | SCCO | Southern Copper CORP | 株式-素材 | 0.70% | -0.62% | EXIT | |
| 20 | GNRC | Generac Holdings INC | 株式-資本財 | 0.69% | -0.58% | — | |
| 21 | ASML | ASML Holding N.V. | 株式-IT | 0.66% | — | +22.62% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.62% | — | +53.08% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.61% | +0.35% | -2.33% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | +77.48% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.56% | — | -0.55% | |
| 26 | OKE | Oneok INC | 株式-エネルギー | 0.52% | — | +2.33% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | +5.33% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | — | +7.74% | |
| 29 | PFG | Principal Financial Group | 株式-金融 | 0.51% | — | +3.73% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.50% | — | +214.90% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.50% | — | +4.98% | |
| 32 | WMB | Williams Cos INC | 株式-エネルギー | 0.49% | — | +3.67% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | +0.15% | +31.84% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | +10.57% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | +0.10% | +7111.93% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | +24.74% | |
| 37 | NRG | Nrg Energy INC | 株式-公益事業 | 0.45% | -0.53% | EXIT | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | -0.57% | |
| 39 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.43% | -0.34% | +57547.92% | |
| 40 | VLO | Valero Energy CORP | 株式-エネルギー | 0.43% | — | +1.30% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.42% | — | +12.05% | |
| 42 | ARCC | Ares Capital CORP | 株式-金融 | 0.42% | — | +5.97% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.41% | — | +4.39% | |
| 44 | KVUE | Kenvue INC | 株式-生活必需品 | 0.41% | — | +11.67% | |
| 45 | IP | International Paper Co | 株式-一般消費財 | 0.41% | — | +4.66% | |
| 46 | DHT | DHT Holdings, Inc. | 株式-その他 | 0.40% | — | +6.33% | |
| 47 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.40% | -0.98% | — | |
| 48 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.39% | — | -2.84% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | +23.65% | |
| 50 | ERFGBP | Enerplus CORP | 株式-その他 | 0.38% | — | — |