CIK: 0001774086
申告総資産額
$4.6億
上位200銘柄を表示中（全265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 | NVDA | Nvidia CORP | 株式-IT | 4.03% | +0.40% | +0.46% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.71% | -0.08% | -1.34% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.62% | -0.03% | +1.56% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 3.39% | +0.10% | +8.79% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.10% | -0.11% | -0.47% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.06% | +0.01% | +2.40% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.67% | +0.26% | -1.25% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.28% | -0.05% | -1.73% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.24% | +0.30% | +3.44% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.08% | — | +0.70% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.65% | +0.19% | +3.28% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.58% | — | +11.83% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.23% | — | +5.72% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.18% | +0.06% | -5.06% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | — | -0.30% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.07% | +0.09% | -2.01% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.07% | — | -0.83% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.04% | +0.01% | +1.07% | |
| 19 | PVAL | Putnam Focused Lrg Cap Value | ETF-その他 | 1.03% | +0.05% | — | |
| 20 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 1.01% | — | +0.11% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.94% | — | +0.31% | |
| 22 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.93% | — | -35.46% | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 0.91% | — | +2.70% | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.88% | — | +1.51% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.86% | — | -0.21% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | +0.44% | -0.34% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.80% | — | -21.13% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.76% | — | -1.80% | |
| 29 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.75% | +0.11% | +1.94% | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.74% | -0.59% | EXIT | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | — | +0.84% | |
| 32 | IDMO | Invesco S&p International De | ETF-その他 | 0.72% | — | +10.65% | |
| 33 | NET | Cloudflare INC - Class A | 株式-IT | 0.66% | +0.09% | +1.84% | |
| 34 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 0.65% | — | -6.47% | |
| 35 | BDYN | Ishares Dyn Act ETF | ETF-その他 | 0.64% | — | +14.47% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.62% | — | +0.33% | |
| 37 | DNP | Dnp Select Income Fund INC | 株式-金融 | 0.62% | +0.10% | +46.83% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.60% | +0.09% | +157.51% | |
| 39 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.60% | — | +0.19% | |
| 40 | MU | Micron Technology INC | 株式-IT | 0.59% | +0.54% | -3.83% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | +1.85% | |
| 42 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.58% | — | -0.16% | |
| 43 | KKR | Kkr & Co INC | 株式-金融 | 0.58% | -0.32% | +2.82% | |
| 44 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.58% | — | +2.12% | |
| 45 | ANET | Arista Networks INC | 株式-IT | 0.58% | +0.54% | +5.56% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.56% | — | +24.76% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.56% | — | -0.69% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.56% | +0.08% | -2.92% | |
| 49 | GE | General Electric | 株式-資本財 | 0.55% | +0.08% | +1.35% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.53% | — | +10.11% |