CIK: 0001908610
申告総資産額
$2.6億
上位200銘柄を表示中（全298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 | 16.16% | — | +1.86% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.22% | — | +6.27% | |
| 3 | EPAYEUR | Bottomline Technologies (de) | 株式-その他 | 2.23% | — | — | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.95% | — | +10.54% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.55% | — | +6.93% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 1.41% | — | +3.18% | |
| 7 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.25% | — | +4.69% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.25% | — | -7.28% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.21% | — | +23.52% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.19% | — | -3.97% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.17% | — | +10.19% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.14% | — | +24.07% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | -2.66% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | — | -29.20% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.96% | — | +3.51% | |
| 16 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.96% | — | +5.86% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.95% | — | +129.44% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.93% | — | -2.86% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.90% | — | +0.17% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.88% | — | -9.54% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.85% | — | +3.06% | |
| 22 | BJAN | Innovator U.s. Equity Buffer | ETF-その他 | 0.78% | — | +28.02% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.76% | — | +4.62% | |
| 24 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.76% | — | -2.73% | |
| 25 | ONOF | Global X Adaptive U.s. Risk | ETF-その他 | 0.75% | — | -13.61% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.74% | — | +12.00% | |
| 27 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.73% | — | +0.10% | |
| 28 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.73% | — | +0.40% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | +1.02% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.72% | — | +0.61% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.71% | — | +10.95% | |
| 32 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.70% | — | -3.82% | |
| 33 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.70% | — | -2.38% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | — | +4.13% | |
| 35 | FTGC | First Trust Global Tactical | ETF-その他 | 0.69% | — | +125.63% | |
| 36 | TOST | Toast Inc-class A | 株式-IT | 0.65% | — | — | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | — | -0.41% | |
| 38 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.57% | — | +21.15% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.57% | — | -7.06% | |
| 40 | SUN | Sunoco LP | 株式-その他 | 0.54% | — | -2.97% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | — | +11.49% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.54% | — | +2.59% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.53% | — | +0.56% | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.51% | — | +0.30% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | — | -8.20% | |
| 46 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.49% | — | +0.78% | |
| 47 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.47% | — | +4.25% | |
| 48 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.47% | — | +1.62% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.46% | — | +3.64% | |
| 50 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 0.45% | — | -0.83% |