CIK: 0001767045
申告総資産額
$10.8億
上位200銘柄を表示中（全2785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 | 9.93% | +12.35% | NEW | |
| 2 | GBDC | Golub Capital Bdc INC | 株式-金融 | 7.98% | +4.21% | NEW | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 7.97% | +7.12% | NEW | |
| 4 | AAPL | Apple INC | 株式-IT | 5.48% | +4.97% | NEW | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.22% | +4.03% | NEW | |
| 6 | OCSL | Oaktree Specialty Lending Co | 株式-その他 | 3.00% | — | — | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.93% | +3.11% | NEW | |
| 8 | RPAR | Rpar Risk Parity ETF | ETF-その他 | 1.99% | +2.15% | NEW | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.84% | +1.39% | NEW | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.63% | +2.17% | NEW | |
| 11 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.17% | — | -0.49% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.11% | +2.53% | NEW | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.07% | +0.73% | NEW | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.94% | +1.23% | NEW | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.94% | +0.65% | NEW | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 0.89% | — | -2.43% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | +0.44% | NEW | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.84% | +0.82% | NEW | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 0.79% | +0.94% | NEW | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.77% | +0.58% | NEW | |
| 21 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.77% | +0.83% | NEW | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.73% | +1.07% | NEW | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | +1.47% | NEW | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.65% | +0.46% | NEW | |
| 25 | INTU | Intuit INC | 株式-IT | 0.61% | +0.62% | NEW | |
| 26 | AXSM | Axsome Therapeutics INC | 株式-ヘルスケア | 0.61% | +0.52% | NEW | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.60% | +0.47% | NEW | |
| 28 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.58% | +0.37% | NEW | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.58% | — | +246.52% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | +0.96% | NEW | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.54% | — | +1.71% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | +0.76% | NEW | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.53% | — | +1.41% | |
| 34 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.51% | +0.41% | NEW | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | +1.00% | NEW | |
| 36 | NMFC | New Mountain Finance CORP | 株式-その他 | 0.51% | — | +1.64% | |
| 37 | CHI | Calamos Convert Opport & INC | 株式-その他 | 0.50% | — | +6.73% | |
| 38 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.50% | +0.38% | NEW | |
| 39 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.49% | — | +0.92% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | +0.90% | NEW | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.49% | +0.44% | NEW | |
| 42 | CME | Cme Group INC | 株式-金融 | 0.47% | +0.53% | NEW | |
| 43 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.45% | +0.44% | NEW | |
| 44 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.44% | +0.38% | NEW | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.42% | +0.60% | NEW | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.42% | +0.36% | NEW | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.41% | — | +1.49% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.37% | — | -2.29% | |
| 49 | NVCR | NovoCure Limited | 株式-ヘルスケア | 0.37% | — | +4.60% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.37% | +0.73% | NEW |