CIK: 0001989988
申告総資産額
$3.0億
上位200銘柄を表示中（全248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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 27.17% | — | -1.09% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 8.54% | — | +210.97% | |
| 3 | MS | Morgan Stanley | 株式-金融 | 5.12% | +0.83% | +0.17% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -1.50% | +5.41% | |
| 5 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 2.71% | +1.95% | +78.55% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.14% | — | -7.63% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.98% | -0.82% | -7.46% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.97% | -1.16% | +9.64% | |
| 9 | DE | Deere & Co | 株式-資本財 | 1.76% | — | +34.14% | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.68% | — | — | |
| 11 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.68% | — | -0.05% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.54% | +0.83% | +6.96% | |
| 13 | EMLP | First Trust North American E | ETF-その他 | 1.46% | +0.99% | +12.78% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | -0.60% | +4.54% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.14% | — | +40.28% | |
| 16 | ILOW | AB Internal Low Volat Eq ETF | ETF-その他 | 0.93% | — | -0.04% | |
| 17 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.93% | +0.75% | — | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | -0.46% | +2.02% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | -0.26% | +5.69% | |
| 20 | BLK | Blackrock INC | 株式-金融 | 0.80% | — | +0.94% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.79% | -0.39% | -1.43% | |
| 22 | DMBS | Doubleline Mortgage ETF | ETF-その他 | 0.78% | +0.85% | +219.25% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | -1.05% | +6.39% | |
| 24 | ET | Energy Transfer LP | 株式-エネルギー | 0.74% | — | — | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.72% | — | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | -0.40% | +9.40% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.59% | — | +2.47% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | +6.15% | |
| 29 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.51% | — | +5.69% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.51% | — | -16.46% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.45% | — | +4.50% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | -0.09% | +11.65% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | +31.52% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 0.41% | +0.13% | +6.77% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.40% | +0.91% | +80.24% | |
| 36 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.40% | +0.46% | -2.99% | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.38% | — | -3.17% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | -2.59% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.37% | -0.41% | +27.16% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.36% | -0.28% | +4.94% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.35% | — | +4.44% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.34% | — | +410.24% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.33% | -0.05% | -1.43% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.31% | -0.08% | +10.77% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | -0.08% | +4.02% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.30% | — | +1.75% | |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.30% | — | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | +6.70% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.28% | -0.08% | +7.19% | |
| 50 | MTDR | Matador Resources Co | 株式-エネルギー | 0.28% | — | -0.74% |