CIK: 0002045735
申告総資産額
$8.9億
上位200銘柄を表示中（全316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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.34% | -0.21% | +1.67% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.56% | -0.44% | +0.50% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.56% | -0.12% | +1.69% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.46% | -0.23% | +1.61% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.66% | +0.12% | +0.69% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.65% | +0.34% | -0.03% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.27% | -0.15% | +3.76% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.22% | — | +0.18% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.18% | -0.24% | +0.77% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.12% | -0.17% | -1.79% | |
| 11 | MU | Micron Technology INC | 株式-IT | 2.01% | — | -6.94% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.90% | — | +7.26% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.80% | -0.13% | +7.02% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.66% | — | +6.96% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.63% | — | +6.72% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.59% | -0.09% | +0.19% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.57% | -0.11% | +14.36% | |
| 18 | C | Citigroup INC | 株式-金融 | 1.52% | -0.31% | -0.73% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.40% | -0.17% | +1317.73% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.40% | -0.14% | -0.12% | |
| 21 | AXP | American Express Co | 株式-金融 | 1.32% | -0.23% | +0.26% | |
| 22 | GM | General Motors Co | 株式-一般消費財 | 1.29% | -0.16% | -0.50% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.26% | -0.29% | +6.01% | |
| 24 | FLDR | Fidelity Low Durat Fact ETF | ETF-その他 | 1.17% | — | +1.76% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.16% | -0.06% | -0.06% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.07% | -0.22% | +10.97% | |
| 27 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.06% | +0.79% | +6.41% | |
| 28 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.90% | — | +0.26% | |
| 29 | 0VVB | Paramount Global-class B | 株式-その他 | 0.88% | — | +2.84% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.88% | — | +3.12% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.88% | -0.07% | +1.71% | |
| 32 | YYY | Amplify Cef High Income ETF | ETF-その他 | 0.80% | — | +24.62% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.78% | +0.11% | +0.92% | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.76% | — | +358.73% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.74% | — | +0.75% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | -0.10% | -5.73% | |
| 37 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.72% | — | -0.07% | |
| 38 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.71% | — | -1.23% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.70% | — | +6.09% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.68% | — | +11.95% | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.63% | — | +10.81% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.60% | -0.10% | -7.17% | |
| 43 | MKL | Markel Group INC | 株式-金融 | 0.55% | -0.05% | +2.15% | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | — | +0.18% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | — | +5.88% | |
| 46 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 0.46% | — | -0.27% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.46% | — | +12.55% | |
| 48 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.45% | — | +3.75% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | -0.63% | |
| 50 | BST | Blackrock Science & Tech Tr | 株式-その他 | 0.43% | — | +1.05% |