CIK: 0001879757
申告総資産額
$6.1億
上位200銘柄を表示中（全1414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 | 7.98% | -0.24% | -11.87% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.81% | -0.94% | -4.14% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.16% | — | -4.24% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -0.18% | +2.08% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 1.77% | -0.30% | -42.27% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | — | -0.34% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | — | +4.94% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 1.13% | — | +1.53% | |
| 9 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.04% | — | -4.29% | |
| 10 | SOFI | Sofi Technologies INC | 株式-金融 | 1.01% | — | +12.36% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.92% | — | +16.43% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | -0.57% | -12.77% | |
| 13 | AMD | Advanced Micro Devices | 株式-IT | 0.76% | +0.40% | -7.88% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | -7.93% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.73% | — | +1.86% | |
| 16 | AGOX | Adaptive Alpha Opportunities | ETF-その他 | 0.73% | — | -3.08% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | -0.25% | -1.77% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | — | +1.39% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.68% | — | -8.76% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.66% | — | +16.91% | |
| 21 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.64% | — | +10.75% | |
| 22 | SHOP | Shopify INC - Class A | 株式-IT | 0.63% | — | -8.04% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | +3.38% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.62% | — | -2.79% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | — | -0.98% | |
| 26 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 0.55% | — | -37.19% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.55% | — | +67.75% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | -0.08% | -9.21% | |
| 29 | DVN | Devon Energy CORP | 株式-エネルギー | 0.52% | — | +22.95% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | -14.09% | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.51% | — | -3.15% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.50% | — | +0.23% | |
| 33 | XYZ | Block INC | 株式-金融 | 0.50% | — | -17.67% | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.49% | — | -6.76% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.49% | — | +13.38% | |
| 36 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.49% | — | -0.17% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.48% | — | +36.79% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.48% | — | -3.06% | |
| 39 | XLF | Ss Financial Select Sector | ETF-その他 | 0.47% | — | -14.21% | |
| 40 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.46% | — | +16.08% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.46% | — | -0.92% | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.45% | — | -0.78% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | +2.66% | |
| 44 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.42% | -0.12% | -9.66% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | -3.97% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.41% | — | +7.87% | |
| 47 | FBRT | Franklin Bsp Realty Trust In | 株式-その他 | 0.41% | — | -3.50% | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.40% | — | -1.57% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.40% | — | -5.08% | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.39% | — | -2.62% |