CIK: 0001801523
申告総資産額
$12.6億
上位200銘柄を表示中（全219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 | 9.57% | -0.12% | +2.27% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.46% | -0.05% | -0.36% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.37% | +0.06% | NEW | |
| 4 | FTCS | First Trust Capital Strength | ETF-その他 | 4.28% | — | -6.71% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.93% | — | +1.27% | |
| 6 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 3.92% | — | -2.31% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.88% | -0.30% | +0.71% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.41% | -0.50% | +309.71% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.26% | -0.06% | +2.36% | |
| 10 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.67% | -0.16% | +93.95% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 1.64% | -0.69% | -1.30% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.39% | — | +7.40% | |
| 13 | NFLX | Netflix INC | 株式-通信サービス | 1.22% | — | +0.46% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.20% | — | -0.30% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.10% | -0.05% | -8.78% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.10% | — | +1.91% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.09% | — | +5.05% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.06% | -0.61% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.02% | — | +3.30% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.01% | — | +22.04% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.93% | — | -7.77% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.88% | — | +9.08% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | — | +0.56% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.78% | -0.02% | +9.22% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.77% | +0.53% | -2.61% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | +0.28% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | -7.76% | |
| 28 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.67% | -0.06% | +3.89% | |
| 29 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.66% | -0.15% | +13.45% | |
| 30 | XYZ | Block INC | 株式-金融 | 0.62% | — | +2.13% | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.59% | — | +20.37% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | -0.05% | -1.00% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.56% | — | +5.20% | |
| 34 | AMD | Advanced Micro Devices | 株式-IT | 0.56% | — | -2.60% | |
| 35 | FYX | First Trust Small Cap Core A | ETF-中小型株 | 0.56% | — | +29.49% | |
| 36 | OIH | Vaneck Oil Services ETF | ETF-その他 | 0.55% | — | -8.26% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | +0.35% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | +0.09% | -13.58% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.50% | — | — | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.50% | — | +17.85% | |
| 41 | ICE | Intercontinental Exchange In | 株式-金融 | 0.48% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | — | +2.10% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.48% | — | +9.07% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.46% | — | +14.59% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.46% | — | -0.73% | |
| 46 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.46% | — | +8.65% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.44% | — | -1.12% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.44% | -0.10% | +2.08% | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.42% | — | -1.06% | |
| 50 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.41% | — | +68.10% |