CIK: 0001762776
申告総資産額
$5.5億
上位200銘柄を表示中（全309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 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 7.33% | — | +0.34% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.89% | — | +0.29% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.66% | — | -2.96% | |
| 4 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 4.11% | — | -6.98% | |
| 5 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.66% | — | — | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.72% | — | +2.96% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.29% | — | +19.50% | |
| 8 | OBDC | Blue Owl Capital CORP | 株式-金融 | 2.28% | — | +2.93% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.14% | — | +6.90% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 2.07% | — | +3.10% | |
| 11 | ET | Energy Transfer LP | 株式-エネルギー | 2.02% | — | -5.70% | |
| 12 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.77% | — | -0.01% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.67% | — | +1907.06% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.57% | — | -6.49% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.55% | — | -12.75% | |
| 16 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.41% | — | -13.62% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.38% | — | -28.94% | |
| 18 | XLF | Ss Financial Select Sector | ETF-その他 | 1.33% | — | +0.03% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.13% | — | +8.51% | |
| 20 | VTHR | Vanguard Russell 3000 | ETF-その他 | 1.12% | — | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.09% | — | +91.66% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.01% | — | -14.79% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.97% | — | +129.60% | |
| 24 | TWLO | Twilio INC - A | 株式-IT | 0.96% | — | +0.05% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.87% | — | -7.19% | |
| 26 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.87% | — | -5.38% | |
| 27 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.87% | — | +5.75% | |
| 28 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.86% | — | -5.30% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | — | +2.31% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | +0.01% | |
| 31 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.73% | — | -2.31% | |
| 32 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.71% | — | -5.59% | |
| 33 | COP | Conocophillips | 株式-エネルギー | 0.70% | — | -10.03% | |
| 34 | FXH | First Trust Health Care Alph | ETF-その他 | 0.68% | — | +0.03% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.64% | — | -4.45% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.64% | — | +8.35% | |
| 37 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.63% | — | -5.43% | |
| 38 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.62% | — | — | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | — | +12.39% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | — | -7.07% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | -2.40% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | +12.76% | |
| 43 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 0.54% | — | +10.37% | |
| 44 | FUBOGBP | Fubotv INC | 株式-その他 | 0.54% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +1.12% | |
| 46 | UBER | Uber Technologies INC | 株式-資本財 | 0.52% | — | -5.44% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.50% | — | — | |
| 48 | TDG | Transdigm Group INC | 株式-資本財 | 0.49% | — | — | |
| 49 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.48% | — | +169.60% | |
| 50 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.46% | — | -5.12% |