CIK: 0001879757
申告総資産額
$6.1億
上位200銘柄を表示中（全1490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 | AAPL | Apple INC | 株式-IT | 8.42% | -0.24% | -2.56% | |
| 2 | TSLA | Tesla INC | 株式-一般消費財 | 4.42% | -0.30% | +4.03% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.02% | — | +16.82% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.49% | -0.94% | +6.47% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.94% | -0.18% | +1.81% | |
| 6 | XLE | Ss Energy Select Sector | ETF-その他 | 1.40% | — | +11.87% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.15% | — | +49.38% | |
| 8 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.14% | — | +25.06% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.05% | — | +8.64% | |
| 10 | AGOX | Adaptive Alpha Opportunities | ETF-その他 | 0.93% | — | -0.70% | |
| 11 | XYZ | Block INC | 株式-金融 | 0.93% | — | +24.03% | |
| 12 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.90% | -0.12% | +16.58% | |
| 13 | AMD | Advanced Micro Devices | 株式-IT | 0.85% | +0.40% | +12.31% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 0.84% | — | -19.12% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.84% | — | -6.58% | |
| 16 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.83% | — | -1.07% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | -0.57% | +350.00% | |
| 18 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.71% | — | +8.02% | |
| 19 | SOFI | Sofi Technologies INC | 株式-金融 | 0.69% | — | +12.59% | |
| 20 | ROKU | Roku INC | 株式-通信サービス | 0.68% | — | +26.68% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | +82.97% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | -0.25% | -1.20% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.63% | — | +0.03% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.61% | — | -9.24% | |
| 25 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.60% | — | -4.38% | |
| 26 | SHOP | Shopify INC - Class A | 株式-IT | 0.58% | — | +10.14% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | +29.63% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.57% | — | -18.92% | |
| 29 | DVN | Devon Energy CORP | 株式-エネルギー | 0.56% | — | +4.39% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | -5.48% | |
| 31 | XLF | Ss Financial Select Sector | ETF-その他 | 0.54% | — | -22.35% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | -16.14% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.51% | — | -25.78% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +9.14% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.50% | — | +16.60% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | — | -2.51% | |
| 37 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.48% | — | -3.60% | |
| 38 | AMT | American Tower CORP | 株式-不動産 | 0.45% | — | -2.50% | |
| 39 | SENS1GBP | Senseonics Holdings INC | 株式-その他 | 0.45% | — | +34.84% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | — | +17.07% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | -2.48% | |
| 42 | BX | Blackstone INC | 株式-金融 | 0.44% | — | -0.70% | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.44% | — | -16.29% | |
| 44 | DUK | Duke Energy CORP | 株式-公益事業 | 0.43% | — | +21.25% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | +10.91% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.43% | — | +11.86% | |
| 47 | SPT | Sprout Social INC - Class A | 株式-その他 | 0.42% | — | +10.93% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.42% | — | -35.45% | |
| 49 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.42% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.41% | — | -18.07% |