CIK: 0001799284
申告総資産額
$3.6億
上位200銘柄を表示中（全326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 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.93% | — | -1.77% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 4.46% | -0.55% | -0.64% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.77% | -0.54% | -3.35% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.32% | -0.02% | -1.68% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.26% | -0.15% | +1.47% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.08% | -0.48% | -2.73% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.52% | — | -0.18% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.36% | -0.31% | +0.03% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.35% | -0.07% | -0.97% | |
| 10 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 2.30% | -0.44% | -0.95% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.19% | -0.41% | -0.75% | |
| 12 | PANW | Palo Alto Networks INC | 株式-IT | 2.13% | -0.40% | +100.49% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.09% | — | +2.79% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.00% | -0.08% | +0.73% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.95% | — | +2.66% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.86% | -0.04% | -3.03% | |
| 17 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 1.85% | -0.18% | -0.34% | |
| 18 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.83% | +0.50% | -2.21% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.83% | -0.47% | -1.24% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.80% | — | +3.41% | |
| 21 | BX | Blackstone INC | 株式-金融 | 1.79% | -0.23% | +0.21% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.79% | +0.21% | +0.73% | |
| 23 | CRM | Salesforce INC | 株式-IT | 1.51% | -0.22% | +0.41% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.45% | — | -9.31% | |
| 25 | OVV | Ovintiv INC | 株式-エネルギー | 1.42% | +0.14% | +3.13% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 1.38% | +0.38% | +0.66% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.37% | +0.27% | +5.09% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.37% | — | +1.78% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.34% | -0.09% | -0.76% | |
| 30 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.33% | — | +104.43% | |
| 31 | UBER | Uber Technologies INC | 株式-資本財 | 1.21% | -0.09% | +5.24% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | +0.34% | |
| 33 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 1.11% | — | -4.33% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 1.09% | -0.05% | -0.85% | |
| 35 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.07% | -0.30% | +2.19% | |
| 36 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.05% | — | -0.52% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | +0.55% | +3.46% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.85% | +0.17% | +0.38% | |
| 39 | VST | Vistra CORP | 株式-公益事業 | 0.83% | — | — | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | +0.13% | +0.61% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.79% | — | -4.82% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.77% | -0.17% | -0.60% | |
| 43 | KVUE | Kenvue INC | 株式-生活必需品 | 0.75% | -0.14% | EXIT | |
| 44 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.75% | -0.14% | EXIT | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | +0.18% | +8.71% | |
| 46 | VICI | Vici Properties INC | 株式-不動産 | 0.71% | — | — | |
| 47 | ARM | Arm Holdings Plc-adr | 株式-IT | 0.69% | +0.56% | +300.16% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.66% | -0.16% | -0.42% | |
| 49 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.66% | — | +10.31% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | — | -6.66% |