CIK: 0001879757
申告総資産額
$6.1億
上位200銘柄を表示中（全1448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 | 7.75% | -0.24% | +0.08% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.84% | — | +10.46% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 2.87% | -0.94% | -0.32% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.51% | -0.18% | -3.35% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 1.98% | -0.30% | +9.00% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.36% | — | -4.26% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.29% | — | +65.44% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 1.09% | — | -4.14% | |
| 9 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.00% | — | -2.16% | |
| 10 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.93% | — | +70.43% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | -0.57% | +6.36% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | -2.08% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | — | +59.65% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | -0.25% | -7.91% | |
| 15 | AGOX | Adaptive Alpha Opportunities | ETF-その他 | 0.77% | — | -13.67% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.76% | — | -0.02% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | — | -3.29% | |
| 18 | SOFI | Sofi Technologies INC | 株式-金融 | 0.74% | — | +60.25% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -4.89% | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.69% | — | +1.03% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | -9.03% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.64% | — | +56.86% | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 0.64% | — | +10.83% | |
| 24 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.63% | — | -3.88% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | — | +2.48% | |
| 26 | XYZ | Block INC | 株式-金融 | 0.60% | — | +1.15% | |
| 27 | AMD | Advanced Micro Devices | 株式-IT | 0.59% | +0.40% | +4.89% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.58% | — | -12.56% | |
| 29 | DUK | Duke Energy CORP | 株式-公益事業 | 0.57% | — | +8.53% | |
| 30 | DVN | Devon Energy CORP | 株式-エネルギー | 0.56% | — | +52.73% | |
| 31 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.56% | — | +232.98% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | +23.74% | |
| 33 | SHOP | Shopify INC - Class A | 株式-IT | 0.54% | — | -0.18% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | -8.89% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.53% | — | +11.87% | |
| 36 | MGM | Mgm Resorts International | 株式-一般消費財 | 0.51% | — | -10.20% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.50% | — | +27.32% | |
| 38 | PVH | Pvh CORP | 株式-一般消費財 | 0.50% | — | +7.09% | |
| 39 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.50% | — | -4.50% | |
| 40 | FBRT | Franklin Bsp Realty Trust In | 株式-その他 | 0.49% | — | -2.78% | |
| 41 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.48% | — | -0.99% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.45% | — | -0.94% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.44% | — | -2.97% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | +8.62% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | -13.79% | |
| 46 | AMT | American Tower CORP | 株式-不動産 | 0.43% | — | -4.59% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.43% | — | +9.83% | |
| 48 | SLB | Slb LTD | 株式-エネルギー | 0.42% | — | -2.74% | |
| 49 | FCPI | Fidelity Stocks For Infl ETF | ETF-その他 | 0.42% | — | -1.98% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.42% | +0.40% | -5.92% |