CIK: 0001855567
申告総資産額
$8.0億
上位200銘柄を表示中（全260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 | AMLP | Alerian Mlp ETF | ETF-その他 | 7.63% | +1.51% | +6.55% | |
| 2 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 5.02% | -0.42% | +12.93% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.85% | +1.06% | -14.35% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.54% | -0.27% | +4.61% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.27% | -0.27% | +5.40% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.21% | +0.46% | +4.95% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.08% | -0.71% | +5.97% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.48% | -0.37% | +1.67% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.96% | +0.78% | -0.08% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | -0.21% | +4.07% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 1.59% | -0.44% | +3.42% | |
| 12 | ARCC | Ares Capital CORP | 株式-金融 | 1.54% | — | -2.14% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.43% | -0.28% | +4.87% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.42% | — | +5.21% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.16% | -0.13% | +5.10% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.03% | — | +2.92% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | — | +2.11% | |
| 18 | WELL | Welltower INC | 株式-不動産 | 0.97% | +0.18% | +8.84% | |
| 19 | ASML | ASML Holding N.V. | 株式-IT | 0.92% | +0.23% | +0.43% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.92% | -0.20% | -3.65% | |
| 21 | PLD | Prologis INC | 株式-不動産 | 0.84% | +0.11% | -1.86% | |
| 22 | AMT | American Tower CORP | 株式-不動産 | 0.74% | — | -0.62% | |
| 23 | TDW | Tidewater INC | 株式-エネルギー | 0.74% | — | -34.61% | |
| 24 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.73% | -0.19% | +1.59% | |
| 25 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.72% | +0.06% | +3.13% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | — | +5.71% | |
| 27 | EQIX | Equinix INC | 株式-不動産 | 0.66% | +0.22% | +4.30% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.65% | +0.06% | +3.44% | |
| 29 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.64% | -0.72% | EXIT | |
| 30 | MAIN | Main Street Capital CORP | 株式-金融 | 0.60% | — | +6.59% | |
| 31 | GS | Goldman Sachs Group INC | 株式-金融 | 0.60% | — | +1.55% | |
| 32 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 0.59% | -0.59% | -0.15% | |
| 33 | SPG | Simon Property Group INC | 株式-不動産 | 0.58% | +0.04% | +5.21% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | +4.52% | |
| 35 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.55% | +0.15% | +3.69% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.55% | — | +5.36% | |
| 37 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.54% | — | +2.38% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | +4.70% | |
| 39 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.53% | — | +32.66% | |
| 40 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.52% | — | -16.31% | |
| 41 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.50% | +0.11% | +5.85% | |
| 42 | MUFG | Mitsubishi Ufj Finl-spon Adr | 株式-金融 | 0.50% | — | +3.42% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | — | +3.64% | |
| 44 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 0.50% | — | +3.36% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | +0.09% | +6.19% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.48% | — | +5.15% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | +0.05% | +1.80% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.47% | +0.11% | +0.97% | |
| 49 | HTGC | Hercules Capital INC | 株式-金融 | 0.46% | — | +2.61% | |
| 50 | BXSL | Blackstone Secured Lending F | 株式-金融 | 0.45% | — | -8.54% |