CIK: 0001697300
申告総資産額
$28.5億
上位200銘柄を表示中（全670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 | NVDA | Nvidia CORP | 株式-IT | 5.20% | -0.44% | -5.23% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.82% | -0.12% | +2.38% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.43% | -0.33% | +0.09% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.42% | -0.71% | -0.08% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.30% | +1.21% | +0.16% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.04% | -0.44% | -0.46% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.42% | +0.28% | -3.16% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.41% | -0.24% | +0.30% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.52% | — | -0.31% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 1.45% | — | +5.70% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.32% | -0.18% | +46.62% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.25% | — | -2.83% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.15% | -0.31% | +2.96% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.11% | -0.14% | +2.71% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.09% | -0.14% | +6.49% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.06% | -0.08% | -4.73% | |
| 17 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.93% | -0.80% | +6.22% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 0.91% | — | +3.18% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 0.86% | -0.21% | +87.56% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.78% | — | +2.42% | |
| 21 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.76% | -0.13% | +0.43% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | -0.14% | +2.11% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | +4.59% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 0.69% | +0.09% | +6.20% | |
| 25 | AER | AerCap Holdings N.V. | 株式-資本財 | 0.68% | — | +28.67% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.65% | -0.09% | -4.43% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | +0.11% | -7.67% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.61% | +0.28% | -3.01% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | -1.35% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.61% | — | +11.98% | |
| 31 | SHOP | Shopify INC - Class A | 株式-IT | 0.60% | -0.26% | -0.56% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.56% | — | -0.93% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | — | +15.44% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.55% | — | +3.79% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | +2.61% | |
| 36 | AMD | Advanced Micro Devices | 株式-IT | 0.54% | +0.10% | -3.00% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.53% | — | -0.83% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.52% | — | +0.84% | |
| 39 | CRWV | Coreweave Inc-cl A | 株式-IT | 0.50% | — | — | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.50% | — | -0.93% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.49% | — | -6.43% | |
| 42 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 0.49% | — | +0.35% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.14% | +1.80% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.46% | — | -12.01% | |
| 45 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.45% | — | +6.25% | |
| 46 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.45% | -0.17% | +237.90% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.44% | -0.12% | -0.17% | |
| 48 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.41% | -0.14% | -7.14% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.41% | — | +2.38% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.40% | — | -2.53% |