CIK: 0002034090
申告総資産額
$1.9億
上位200銘柄を表示中（全213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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.64% | -2.03% | +44.09% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 10.86% | -1.35% | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 10.71% | -0.26% | +1.10% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.70% | -1.77% | -0.98% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 7.35% | -0.02% | -1.88% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.13% | -0.38% | -4.93% | |
| 7 | ARCC | Ares Capital CORP | 株式-金融 | 2.81% | -0.69% | +2.50% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.42% | -0.79% | +7.41% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.38% | -0.75% | +0.14% | |
| 10 | GBDC | Golub Capital Bdc INC | 株式-金融 | 2.22% | -0.27% | — | |
| 11 | XLF | Ss Financial Select Sector | ETF-その他 | 1.58% | -0.01% | -7.45% | |
| 12 | OWL | Blue Owl Capital INC | 株式-金融 | 1.42% | -0.22% | +1.39% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.25% | +0.02% | +498.75% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | -0.03% | -12.55% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.15% | +0.09% | — | |
| 16 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.09% | — | +67.72% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.05% | -0.30% | +28.83% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.02% | -0.06% | +1.24% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.00% | -0.16% | +213.89% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.88% | — | +564.29% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | +0.03% | — | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 0.75% | -0.15% | +95.64% | |
| 23 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.64% | — | — | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.62% | +0.02% | -16.82% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | +267.69% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | -0.05% | +7664.00% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | — | +1610.75% | |
| 28 | COR | Cencora INC | 株式-ヘルスケア | 0.51% | — | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | — | |
| 30 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.49% | — | -30.56% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | +0.20% | — | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +4614.29% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +7778.33% | |
| 34 | ARES | Ares Management CORP - A | 株式-金融 | 0.42% | -0.05% | — | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.40% | +0.10% | — | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.36% | — | +92.89% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.36% | -0.08% | — | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | +0.10% | +18.93% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.35% | — | — | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.34% | — | — | |
| 41 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.34% | — | +174.44% | |
| 42 | WM | Waste Management INC | 株式-資本財 | 0.31% | — | — | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.31% | — | — | |
| 44 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.30% | — | — | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.27% | — | — | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.26% | — | +177.49% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.26% | — | — | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.25% | — | — | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | — | |
| 50 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.23% | — | — |