CIK: 0002011314
申告総資産額
$632.6万
上位200銘柄を表示中（全210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 | 11.17% | -1.72% | -93.92% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.07% | -0.03% | -82.93% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.86% | -0.76% | -76.94% | |
| 4 | YSEP | Ft Vst Int Eq Mb Etf-usd INC | ETF-その他 | 3.79% | -0.59% | -97.40% | |
| 5 | OBDC | Blue Owl Capital CORP | 株式-金融 | 3.23% | — | -98.19% | |
| 6 | BLK | BlackRock, Inc. | 株式-金融 | 2.99% | -2.98% | EXIT | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.48% | — | -68.79% | |
| 8 | SOFI | Sofi Technologies INC | 株式-金融 | 2.17% | -0.51% | -97.51% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.93% | -0.29% | -72.48% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.82% | — | -77.84% | |
| 11 | ACP | Abrdn Income Credit Strat | 株式-その他 | 1.75% | -0.36% | -99.45% | |
| 12 | XJUN | Ft Vest U.s. Equity Enhance | ETF-その他 | 1.68% | — | -95.75% | |
| 13 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.68% | — | -94.23% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.64% | — | -35.72% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 1.63% | — | -96.03% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.35% | — | -92.12% | |
| 17 | MSDL | Morgan Stanley Direct Lendin | 株式-その他 | 1.35% | — | -97.73% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.34% | +0.08% | -91.62% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.30% | -0.04% | -35.26% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.25% | — | -94.65% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.24% | — | -93.29% | |
| 22 | GJAN | Ft Vest US Equity Moderate B | ETF-その他 | 1.12% | — | -95.72% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.09% | -0.06% | -80.09% | |
| 24 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.08% | — | -92.65% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.08% | — | -94.11% | |
| 26 | GBDC | Golub Capital Bdc INC | 株式-金融 | 1.07% | — | — | |
| 27 | YMAR | Ft Vt Int Equ M B- Mar-us I | ETF-その他 | 1.06% | — | -97.30% | |
| 28 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 1.03% | — | -95.16% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.02% | -0.18% | -91.48% | |
| 30 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.96% | — | -92.03% | |
| 31 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 0.94% | — | -95.79% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.91% | — | -93.21% | |
| 33 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-その他 | 0.88% | -0.21% | -93.70% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | — | -70.15% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | — | -88.93% | |
| 36 | MUST | Columbia Multi-sect Muni INC | ETF-その他 | 0.81% | -0.04% | -97.87% | |
| 37 | DIVD | Altrius Global Dividend ETF | ETF-その他 | 0.80% | +0.02% | -95.78% | |
| 38 | BSTZ | Blackrock Sci & Tech Trm Tr | 株式-その他 | 0.75% | — | -97.94% | |
| 39 | LTH | Life Time Group Holdings INC | 株式-その他 | 0.72% | -0.18% | -95.91% | |
| 40 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.72% | -0.03% | -82.07% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | -46.47% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.66% | — | -52.09% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.65% | — | -81.41% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.63% | — | -51.56% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.63% | +0.07% | -90.88% | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.63% | — | -94.60% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.63% | — | -66.47% | |
| 48 | GJUN | Ft Vest US Equity Moderate B | ETF-その他 | 0.56% | — | -96.04% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.56% | — | -71.75% | |
| 50 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.55% | — | -91.84% |