CIK: 0001839307
申告総資産額
$5.4億
上位200銘柄を表示中（全445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 | 33.51% | +5.02% | +3.96% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 5.97% | — | -17.08% | |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.00% | — | -0.31% | |
| 4 | GMUB | Gs Municipal Income ETF | ETF-その他 | 3.06% | +0.27% | +13.09% | |
| 5 | XNTK | Ss Spdr Nyse Tech ETF | ETF-テック型 | 2.77% | +1.51% | +19.06% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.67% | +0.35% | -0.58% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.33% | +0.15% | -7.16% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.93% | -1.07% | +9.31% | |
| 9 | AAAU | Goldman Sachs Physical Gold | ETF-コモディティ | 1.83% | — | -0.37% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.63% | +0.40% | +472.65% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.46% | -0.65% | +13.91% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.17% | +0.11% | -0.76% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.09% | -0.23% | +16.53% | |
| 14 | SPRX | Spear Alpha ETF | ETF-その他 | 1.06% | +1.61% | — | |
| 15 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.04% | -0.98% | -21.17% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.03% | +0.10% | +0.97% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.91% | — | -7.48% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | +0.09% | +23.81% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | -0.23% | -5.41% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.80% | — | +19.43% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | +6.45% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.76% | -0.31% | +10688.36% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | +4.61% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | — | +0.22% | |
| 25 | SCCO | Southern Copper CORP | 株式-素材 | 0.62% | -0.62% | EXIT | |
| 26 | GNRC | Generac Holdings INC | 株式-資本財 | 0.59% | -0.58% | -2.78% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | — | +33.39% | |
| 28 | CAIE | Calamos Autocallable INC ETF | ETF-その他 | 0.54% | +0.11% | -12.29% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | -0.23% | -7.52% | |
| 30 | NRG | Nrg Energy INC | 株式-公益事業 | 0.53% | -0.53% | EXIT | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.53% | — | +64.06% | |
| 32 | GS | Goldman Sachs Group INC | 株式-金融 | 0.53% | — | -3.30% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | +59.39% | |
| 34 | BKR | Baker Hughes Co | 株式-エネルギー | 0.45% | — | +7.67% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | — | +26.01% | |
| 36 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.42% | — | +2.99% | |
| 37 | LRCX | Lam Research CORP | 株式-IT | 0.41% | -0.41% | +0.31% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | — | +67.81% | |
| 39 | CAVA | Cava Group INC | 株式-一般消費財 | 0.39% | -0.39% | EXIT | |
| 40 | WMB | Williams Cos INC | 株式-エネルギー | 0.38% | — | -13.78% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.37% | +0.12% | +77.43% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.37% | — | -12.63% | |
| 43 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.37% | -0.37% | -1.14% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.36% | +0.15% | -16.34% | |
| 45 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.36% | -0.36% | EXIT | |
| 46 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.34% | -0.34% | +0.22% | |
| 47 | GE | General Electric | 株式-資本財 | 0.34% | +0.16% | +79.50% | |
| 48 | L | Loews CORP | 株式-金融 | 0.34% | -0.34% | EXIT | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.34% | — | +7.68% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.33% | — | -9.75% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +1.4% | +472.65% | 増加 |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.8% | +10688.36% | 増加 |
| 3 | GMUB | Gs Municipal Income ETF | +0.4% | +13.09% | 増加 |
| 4 | CAVA | Cava Group INC | +0.3% | +354.93% | 増加 |
| 5 | VOO | Vanguard S&p 500 ETF | +0.3% | +3.96% | 増加 |
| 6 | XNTK | Ss Spdr Nyse Tech ETF | +0.3% | +19.06% | 増加 |
| 7 | NEE | Nextera Energy INC | +0.3% | +64.06% | 増加 |
| 8 | JNJ | Johnson & Johnson | +0.2% | +59.39% | 増加 |
| 9 | TMO | Thermo Fisher Scientific INC | +0.2% | +758.09% | 増加 |
| 10 | GNRC | Generac Holdings INC | +0.2% | -2.78% | 減少 |
| 11 | VGK | Vanguard Ftse Europe ETF | +0.2% | +9.31% | 増加 |
| 12 | AAAU | Goldman Sachs Physical Gold | +0.2% | -0.37% | 減少 |
| 13 | BKR | Baker Hughes Co | +0.1% | +7.67% | 増加 |
| 14 | BAC | Bank Of America CORP | +0.1% | +77.43% | 増加 |
| 15 | GE | General Electric | +0.1% | +79.50% | 増加 |
| 16 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +47335.71% | 増加 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +67.81% | 増加 |
| 18 | FLR | Fluor CORP | +0.1% | +98.36% | 増加 |
| 19 | RGLD | Royal Gold INC | +0.1% | +71.00% | 増加 |
| 20 | LNG | Cheniere Energy INC | +0.1% | -1.14% | 減少 |
| 21 | NVDA | Nvidia CORP | +0.1% | +13.91% | 増加 |
| 22 | SCCO | Southern Copper CORP | +0.1% | +0.22% | 増加 |
| 23 | AMZN | Amazon.com INC | +0.1% | +23.81% | 増加 |
| 24 | AAPL | Apple INC | +0.1% | +19.43% | 増加 |
| 25 | LRCX | Lam Research CORP | +0.1% | +0.31% | 増加 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +26.01% | 増加 |
| 27 | V | Visa Inc-class A Shares | -0.1% | +4.61% | 増加 |
| 28 | ABBV | Abbvie INC | -0.1% | -7.52% | 減少 |
| 29 | NRG | Nrg Energy INC | -0.1% | -4.60% | 減少 |
| 30 | ORCL | Oracle CORP | -0.1% | -10.99% | 減少 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.76% | 減少 |
| 32 | DIS | Walt Disney Co/the | -0.1% | -83.32% | 減少 |
| 33 | MSFT | Microsoft CORP | -0.1% | +16.53% | 増加 |
| 34 | BX | Blackstone INC | -0.1% | -4.98% | 減少 |
| 35 | WULF | Terawulf INC | -0.1% | -56.37% | 減少 |
| 36 | CAIE | Calamos Autocallable INC ETF | -0.1% | -12.29% | 減少 |
| 37 | JPM | Jpmorgan Chase & Co | -0.1% | -5.41% | 減少 |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -7.48% | 減少 |
| 39 | DVY | Ishares Select Dividend ETF | -0.2% | -55.29% | 減少 |
| 40 | TSLA | Tesla INC | -0.2% | +0.97% | 増加 |
| 41 | TSCO | Tractor Supply Company | -0.2% | -57.04% | 減少 |
| 42 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -7.16% | 減少 |
| 43 | PLTR | Palantir Technologies Inc-a | -0.5% | -21.17% | 減少 |
| 44 | JQUA | Jpmorgan US Quality Factor | -0.6% | -96.23% | 減少 |
| 45 | BKLN | Invesco Senior Loan ETF | -1.3% | -91.92% | 減少 |
| 46 | VUG | Vanguard Growth ETF | -1.9% | -17.08% | 減少 |
| 47 | SPRX | Spear Alpha ETF | — | NEW | 新規購入 |
| 48 | PANW | Palo Alto Networks INC | — | EXIT | 全売却 |
| 49 | COIN | Coinbase Global INC -class A | — | EXIT | 全売却 |
| 50 | VFH | Vanguard Financials ETF | — | EXIT | 全売却 |