CIK: 0001774086
申告総資産額
$4.6億
上位200銘柄を表示中（全221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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.41% | +0.26% | +1.03% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.12% | -0.11% | -1.15% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.93% | — | +0.77% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.73% | -0.03% | +0.63% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.18% | -0.08% | +3.22% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.86% | — | -4.41% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.82% | — | -2.96% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.75% | +0.40% | -1.90% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.69% | — | -0.95% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.63% | — | +3.80% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | -0.05% | +1.37% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.50% | — | -4.08% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | +0.01% | +8.00% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.44% | +0.10% | -2.00% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.36% | +0.19% | +2.17% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.35% | +0.01% | -0.61% | |
| 17 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.33% | — | -1.55% | |
| 18 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.33% | — | +1.02% | |
| 19 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.32% | — | -3.35% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.31% | +0.30% | -1.48% | |
| 21 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 1.27% | — | -1.34% | |
| 22 | SWAN | Amplify Blckswn Grow Trsry | ETF-その他 | 1.25% | — | -2.37% | |
| 23 | ADBE | Adobe INC | 株式-IT | 1.20% | -0.59% | EXIT | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.13% | — | -2.12% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.12% | — | -1.61% | |
| 26 | ALGN | Align Technology INC | 株式-ヘルスケア | 1.08% | — | -0.88% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.95% | — | +0.04% | |
| 28 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.95% | — | +2.41% | |
| 29 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.92% | — | +4.03% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.91% | — | -1.03% | |
| 31 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.90% | — | -0.41% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.89% | — | -1.60% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.88% | — | — | |
| 34 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.87% | — | +6.85% | |
| 35 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.86% | — | -0.27% | |
| 36 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.83% | — | — | |
| 37 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.83% | — | — | |
| 38 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.77% | — | +2.48% | |
| 39 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.76% | — | +3.68% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.74% | — | +0.57% | |
| 41 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.72% | — | +3.43% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.72% | — | +1.51% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.71% | +0.44% | +6.52% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.70% | — | +3.65% | |
| 45 | XLF | Ss Financial Select Sector | ETF-その他 | 0.69% | — | +14.88% | |
| 46 | ARCC | Ares Capital CORP | 株式-金融 | 0.68% | — | +2.25% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.68% | — | +1.71% | |
| 48 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.67% | — | -1.68% | |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.67% | — | +1.71% | |
| 50 | DE | Deere & Co | 株式-資本財 | 0.66% | — | -0.43% |