CIK: 0001989988
申告総資産額
$3.0億
上位200銘柄を表示中（全234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 | MS | Morgan Stanley | 株式-金融 | 8.41% | +0.83% | +0.08% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.82% | -0.82% | +18.08% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.36% | — | -59.00% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.88% | -1.50% | +4.61% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.09% | — | +2.52% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.94% | -1.16% | +11.56% | |
| 7 | NSC | Norfolk Southern CORP | 株式-資本財 | 2.62% | — | -0.10% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | -0.60% | -3.64% | |
| 9 | DE | Deere & Co | 株式-資本財 | 2.00% | — | -1.36% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.97% | — | -6.16% | |
| 11 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 1.96% | +1.95% | +40.67% | |
| 12 | EMLP | First Trust North American E | ETF-その他 | 1.83% | +0.99% | -25.58% | |
| 13 | ET | Energy Transfer LP | 株式-エネルギー | 1.48% | — | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.41% | — | -0.41% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.41% | +0.83% | -56.68% | |
| 16 | ILOW | AB Internal Low Volat Eq ETF | ETF-その他 | 1.41% | — | +0.20% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.30% | -0.39% | +9.43% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.25% | -0.26% | +1.18% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.21% | -0.46% | +14.99% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.18% | -1.05% | -5.17% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | -0.40% | +14.17% | |
| 22 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.13% | +0.46% | +240.62% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.09% | — | -29.94% | |
| 24 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.07% | — | -28.31% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.06% | — | +4.24% | |
| 26 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.01% | — | +28.56% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.82% | — | -31.58% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.81% | -0.41% | +27.27% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | +6.15% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.67% | -0.07% | -44.43% | |
| 31 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.64% | — | +0.05% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.64% | -0.09% | -7.42% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.63% | -0.28% | +5.76% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | -0.12% | +7.41% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.62% | — | -74.56% | |
| 36 | MTDR | Matador Resources Co | 株式-エネルギー | 0.61% | — | +0.43% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | -0.08% | -14.19% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | — | +6.29% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.56% | — | -33.40% | |
| 40 | RNR | RenaissanceRe Holdings Ltd. | 株式-金融 | 0.53% | — | -13.21% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.52% | -0.05% | -5.50% | |
| 42 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.49% | — | — | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | -0.08% | +8.56% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.48% | +0.13% | -8.17% | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.47% | — | +1.68% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.44% | — | +8.07% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.43% | -0.04% | -4.05% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | — | -0.62% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.43% | -0.14% | +15.74% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | — | +9.23% |