CIK: 0001767045
申告総資産額
$10.8億
上位200銘柄を表示中（全2561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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.70% | +12.35% | NEW | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.86% | +7.12% | NEW | |
| 3 | GBDC | Golub Capital Bdc INC | 株式-金融 | 6.15% | +4.21% | NEW | |
| 4 | AAPL | Apple INC | 株式-IT | 5.61% | +4.97% | NEW | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.61% | +3.11% | NEW | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.05% | +4.03% | NEW | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.34% | +1.39% | NEW | |
| 8 | FSC1EUR | Oaktree Specialty Lending Co | 株式-その他 | 2.16% | — | -0.76% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.81% | +0.73% | NEW | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.53% | +0.82% | NEW | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.39% | +2.17% | NEW | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.31% | +1.47% | NEW | |
| 13 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 1.27% | +0.83% | NEW | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.23% | +0.65% | NEW | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.03% | +0.94% | NEW | |
| 16 | APPS | Digital Turbine INC | 株式-その他 | 0.90% | — | -0.75% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.79% | +0.96% | NEW | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | +0.76% | NEW | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.71% | +0.44% | NEW | |
| 20 | RPAR | Rpar Risk Parity ETF | ETF-その他 | 0.69% | +2.15% | NEW | |
| 21 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.67% | — | -0.06% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | +1.00% | NEW | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | +0.46% | NEW | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.63% | +0.60% | NEW | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | +5.25% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | +3.81% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | +0.90% | NEW | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | +0.44% | NEW | |
| 29 | CME | Cme Group INC | 株式-金融 | 0.47% | +0.53% | NEW | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.45% | +0.32% | NEW | |
| 31 | VRTVEUR | Veritiv CORP | 株式-その他 | 0.41% | — | +0.08% | |
| 32 | MGIEUR | Moneygram International INC | 株式-その他 | 0.41% | — | -7.81% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | +0.30% | NEW | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.40% | +2.53% | NEW | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | +0.38% | NEW | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.36% | +0.36% | NEW | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.34% | — | +6.49% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.34% | — | +0.50% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.31% | — | -0.27% | |
| 40 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 0.31% | — | +1.67% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.30% | +0.38% | NEW | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | +165.70% | |
| 43 | URI | United Rentals INC | 株式-資本財 | 0.29% | — | +123.53% | |
| 44 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.29% | — | +27.71% | |
| 45 | TXN | Texas Instruments INC | 株式-IT | 0.28% | — | +0.75% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | — | +3.13% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.28% | — | -0.70% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | +0.38% | NEW | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | +0.87% | NEW | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.27% | — | +22.68% |