CIK: 0001799284
申告総資産額
$3.6億
上位200銘柄を表示中（全354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 | 6.36% | — | -1.98% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 3.83% | -0.55% | -14.32% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.15% | -0.02% | -0.52% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.02% | -0.31% | -9.23% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.93% | -0.07% | +1.83% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.85% | -0.15% | -11.56% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.71% | -0.54% | -17.83% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.29% | -0.08% | -1.14% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.22% | — | -0.92% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.98% | -0.48% | -24.36% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.89% | — | +8.07% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.88% | — | -2.67% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.80% | -0.04% | -2.28% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.79% | +0.38% | -5.16% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.72% | — | -0.47% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.67% | -0.41% | -20.86% | |
| 17 | PANW | Palo Alto Networks INC | 株式-IT | 1.64% | -0.40% | -10.87% | |
| 18 | FESM | Fidelity Enhanced Small Cap | ETF-中小型株 | 1.57% | +0.27% | +20.00% | |
| 19 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 1.56% | -0.18% | -8.86% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.54% | +0.18% | +98.98% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.52% | +0.21% | +0.34% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.51% | — | -1.42% | |
| 23 | BX | Blackstone INC | 株式-金融 | 1.49% | -0.23% | +3.40% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.42% | — | -4.86% | |
| 25 | JIVE | JPM Interntl Value ETF | ETF-その他 | 1.40% | +1.13% | — | |
| 26 | UBER | Uber Technologies INC | 株式-資本財 | 1.38% | -0.09% | -4.33% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.35% | +0.27% | +9.74% | |
| 28 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.33% | +0.50% | -3.51% | |
| 29 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.29% | -0.40% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.29% | -0.09% | -4.09% | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.22% | — | +4.19% | |
| 32 | CRM | Salesforce INC | 株式-IT | 1.09% | -0.22% | +8.90% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.08% | +0.18% | +43.48% | |
| 34 | VST | Vistra CORP | 株式-公益事業 | 1.06% | — | +7.91% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 1.05% | -0.05% | +4.85% | |
| 36 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 1.01% | -0.44% | -17.20% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.00% | +0.17% | +13.92% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | — | +6.87% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.96% | — | +72.69% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.94% | +0.55% | +11.43% | |
| 41 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.91% | -0.06% | -2.09% | |
| 42 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.88% | — | +2.86% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.85% | -0.30% | -31.80% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.81% | +0.47% | +67.35% | |
| 45 | XLF | Ss Financial Select Sector | ETF-その他 | 0.79% | +0.27% | +168.47% | |
| 46 | ARM | Arm Holdings Plc-adr | 株式-IT | 0.79% | +0.56% | +24.93% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.78% | -0.47% | -45.19% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.76% | — | +36.37% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.72% | — | -1.39% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.72% | — | +1.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.6% | +72.69% | 増加 |
| 2 | IBIT | Ishares Bitcoin Trust ETF | +0.5% | +98.98% | 増加 |
| 3 | XLF | Ss Financial Select Sector | +0.5% | +168.47% | 増加 |
| 4 | IAU | Ishares Gold Trust | +0.4% | -1.98% | 減少 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | -9.23% | 減少 |
| 6 | COST | Costco Wholesale CORP | +0.3% | +67.35% | 増加 |
| 7 | UNH | Unitedhealth Group INC | +0.3% | +91.19% | 増加 |
| 8 | FESM | Fidelity Enhanced Small Cap | +0.3% | +20.00% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +43.48% | 増加 |
| 10 | VCIT | Vanguard Int-term Corporate | +0.2% | +36.37% | 増加 |
| 11 | CAT | Caterpillar INC | +0.2% | -5.16% | 減少 |
| 12 | CRM | Salesforce INC | +0.2% | +8.90% | 増加 |
| 13 | NEE | Nextera Energy INC | +0.2% | +32.85% | 増加 |
| 14 | TSLA | Tesla INC | +0.2% | +85.53% | 増加 |
| 15 | MCD | Mcdonald's CORP | +0.1% | +13.92% | 増加 |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +8.07% | 増加 |
| 17 | AGG | Ishares Core U.s. Aggregate | +0.1% | +9.74% | 増加 |
| 18 | CVX | Chevron CORP | +0.1% | +11.43% | 増加 |
| 19 | AMZN | Amazon.com INC | 0% | -0.92% | 減少 |
| 20 | UAMY | United States Antimony CORP | -0.1% | -62.78% | 減少 |
| 21 | OKLO | Oklo INC | -0.1% | +18.63% | 増加 |
| 22 | VFC | Vf CORP | -0.1% | -65.62% | 減少 |
| 23 | HD | Home Depot INC | -0.1% | +6.87% | 増加 |
| 24 | EME | Emcor Group INC | -0.1% | -21.93% | 減少 |
| 25 | VICI | Vici Properties INC | -0.1% | -2.28% | 減少 |
| 26 | BX | Blackstone INC | -0.2% | +3.40% | 増加 |
| 27 | XOP | Ss Spdr S&p Og Exp & Prod | -0.2% | -3.51% | 減少 |
| 28 | VST | Vistra CORP | -0.2% | +7.91% | 増加 |
| 29 | IYJ | Ishares U.s. Industrials ETF | -0.2% | -8.86% | 減少 |
| 30 | VB | Vanguard Small-cap ETF | -0.2% | -27.28% | 減少 |
| 31 | VO | Vanguard Mid-cap ETF | -0.2% | -37.00% | 減少 |
| 32 | KVUE | Kenvue INC | -0.3% | -70.27% | 減少 |
| 33 | SCHW | Schwab (charles) CORP | -0.4% | -31.80% | 減少 |
| 34 | UBER | Uber Technologies INC | -0.4% | -4.33% | 減少 |
| 35 | CMG | Chipotle Mexican Grill INC | -0.4% | -72.51% | 減少 |
| 36 | DGRO | Ishares Core Dividend Growth | -0.4% | -11.56% | 減少 |
| 37 | PANW | Palo Alto Networks INC | -0.5% | -10.87% | 減少 |
| 38 | AAPL | Apple INC | -0.5% | -17.83% | 減少 |
| 39 | OVV | Ovintiv INC | -0.5% | -41.72% | 減少 |
| 40 | XLV | Ss Health Care Select Sector | -0.5% | -45.19% | 減少 |
| 41 | FBTC | Fidelity Wise Origin Bitcoin | -0.6% | -17.20% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.7% | -20.86% | 減少 |
| 43 | QQQM | Invesco Nasdaq 100 ETF | -0.7% | -14.32% | 減少 |
| 44 | USMV | Ishares Msci USA Min Vol Fac | -0.7% | -24.36% | 減少 |
| 45 | JIVE | JPM Interntl Value ETF | — | NEW | 新規購入 |
| 46 | MTUM | Ishares Msci USA Momentum Fa | — | NEW | 新規購入 |
| 47 | LMT | Lockheed Martin CORP | — | NEW | 新規購入 |
| 48 | IBM | Intl Business Machines CORP | — | NEW | 新規購入 |
| 49 | TTWO | Take-two Interactive Softwre | — | NEW | 新規購入 |
| 50 | KO | Coca-cola Co/the | — | NEW | 新規購入 |