CIK: 0002034595
申告総資産額
$4.2億
上位200銘柄を表示中（全330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 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.05% | -0.16% | +16.30% | |
| 2 | DMBS | Doubleline Mortgage ETF | ETF-その他 | 2.97% | +0.41% | +51.40% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.93% | -0.45% | +29.04% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.59% | -0.27% | +27.99% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.48% | -0.19% | +6.29% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.45% | -0.38% | +2.63% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.16% | -0.38% | +2.77% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.02% | -0.27% | +8.38% | |
| 9 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-その他 | 1.68% | +0.21% | +90.91% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.64% | -0.10% | +15.18% | |
| 11 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 1.62% | -1.11% | -32.99% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.48% | -0.10% | +26.64% | |
| 13 | XBJL | Inn US Eq Acc 9 Buff July | ETF-その他 | 1.36% | -1.08% | EXIT | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.33% | +0.26% | +4.15% | |
| 15 | BBBS | Bblx Bbb 1-5y CORP Bond ETF | ETF-投資適格社債 | 1.31% | +0.16% | -21.65% | |
| 16 | GS | Goldman Sachs Group INC | 株式-金融 | 1.30% | -0.08% | +6.06% | |
| 17 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-その他 | 1.30% | — | +17.61% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.08% | +4.49% | |
| 19 | MDT | Medtronic plc | 株式-ヘルスケア | 1.27% | -0.08% | +11.16% | |
| 20 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-その他 | 1.18% | +0.15% | +166.35% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.14% | — | +6.24% | |
| 22 | MS | Morgan Stanley | 株式-金融 | 1.11% | -0.06% | +1.40% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.07% | +0.12% | +19.60% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.07% | — | -2.16% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | — | +9.02% | |
| 26 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-その他 | 1.06% | +0.13% | -20.22% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.04% | — | -0.47% | |
| 28 | DABS | Doubleline Asset-backed ETF | ETF-その他 | 1.04% | +0.12% | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | — | -6.43% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.00% | — | +12.53% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.00% | -0.10% | +0.95% | |
| 32 | EXR | Extra Space Storage INC | 株式-不動産 | 0.95% | — | +17.66% | |
| 33 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.93% | — | -1.32% | |
| 34 | PCMM | Bblx Private Credit Clo ETF | ETF-その他 | 0.91% | — | — | |
| 35 | TJUL | Innovator Equity Defined Pro | ETF-その他 | 0.91% | -0.75% | EXIT | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 0.90% | +0.15% | +49.79% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.88% | -0.13% | +0.54% | |
| 38 | COP | Conocophillips | 株式-エネルギー | 0.88% | +0.16% | +26.65% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.87% | — | -34.01% | |
| 40 | SLB | Slb LTD | 株式-エネルギー | 0.85% | -0.10% | EXIT | |
| 41 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.82% | -0.07% | +16.96% | |
| 42 | AVDE | Avantis International Equity | ETF-その他 | 0.82% | — | — | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | — | +5.66% | |
| 44 | URI | United Rentals INC | 株式-資本財 | 0.78% | -0.11% | +37.62% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | +23.34% | |
| 46 | CRPT | Ft Skybr Crypt & Dig Econ | ETF-その他 | 0.77% | -0.13% | +55.78% | |
| 47 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.77% | -0.40% | EXIT | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.75% | — | +19.70% | |
| 49 | AZEK | Azek Co Inc/the | 株式-その他 | 0.75% | — | +1597.30% | |
| 50 | PANW | Palo Alto Networks INC | 株式-IT | 0.75% | — | +118.94% |