CIK: 0001801523
申告総資産額
$12.6億
上位200銘柄を表示中（全202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 | 8.49% | -0.12% | -1.67% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.81% | -0.05% | +3.41% | |
| 3 | FTCS | First Trust Capital Strength | ETF-その他 | 5.29% | — | -3.09% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.57% | +0.06% | NEW | |
| 5 | FVD | First Trust Value Line Dvd | ETF-その他 | 4.43% | — | -0.46% | |
| 6 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 4.28% | — | +0.79% | |
| 7 | SHOP | Shopify INC - Class A | 株式-IT | 3.54% | -0.05% | +5.26% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.46% | -0.30% | +4.43% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.90% | -0.06% | -0.55% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 1.63% | -0.69% | +4.77% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.63% | -0.50% | +2.72% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.33% | — | +16.52% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.26% | — | +0.68% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.24% | -0.05% | -0.60% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.10% | — | +7.25% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.09% | — | +0.05% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.09% | -0.06% | -4.54% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.09% | — | +7.54% | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.03% | — | -14.55% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 1.01% | — | +1.23% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.89% | — | -1.04% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.86% | — | +146.87% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.85% | — | +14.14% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | +0.53% | +2.94% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.75% | -0.02% | +123.44% | |
| 26 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.71% | — | +13.26% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.71% | — | -20.22% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.71% | +0.09% | -0.04% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | — | -0.68% | |
| 30 | XYZ | Block INC | 株式-金融 | 0.66% | — | -1.50% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.66% | — | -12.63% | |
| 32 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.65% | — | -10.79% | |
| 33 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.61% | -0.06% | +2.14% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.59% | — | +116.22% | |
| 35 | ICE | Intercontinental Exchange In | 株式-金融 | 0.57% | — | -0.14% | |
| 36 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 0.57% | — | +26.49% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | -1.31% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.57% | — | +1.50% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.55% | — | -20.89% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.54% | — | -0.26% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | — | -6.52% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.52% | — | +2.17% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | -0.05% | -4.49% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.50% | — | — | |
| 45 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 0.46% | — | -0.12% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.46% | — | +14.71% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.46% | -0.10% | +0.73% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | -5.98% | |
| 49 | TWLO | Twilio INC - A | 株式-IT | 0.45% | — | +20.23% | |
| 50 | ISCV | Ishares Morningstar Small-ca | ETF-その他 | 0.44% | — | +0.45% |