CIK: 0001912339
申告総資産額
$2.8億
| # | 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 | 5.06% | -0.51% | -1.55% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.95% | -0.52% | +0.62% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.70% | -0.28% | +0.55% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.88% | -0.99% | -1.99% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.56% | +0.30% | -10.02% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.56% | — | +5.61% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.38% | — | -2.09% | |
| 8 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 2.17% | +0.22% | — | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.10% | +1.58% | -6.66% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.81% | — | +4.58% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.77% | +1.91% | +9.06% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.72% | — | -5.73% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.48% | — | -8.31% | |
| 14 | COP | Conocophillips | 株式-エネルギー | 1.39% | -0.04% | +2.00% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.32% | — | +0.46% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.29% | +0.47% | -1.93% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.24% | -0.25% | -1.78% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.21% | +0.14% | -0.48% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.05% | — | -0.95% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.03% | — | +2.08% | |
| 21 | ETN | Eaton Corporation plc | 株式-資本財 | 1.00% | +0.32% | -9.40% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.99% | +0.06% | -2.73% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.98% | — | +8.95% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.95% | +1.00% | +0.60% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.95% | -0.37% | -0.73% | |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.91% | +0.10% | -9.03% | |
| 27 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.88% | — | +0.91% | |
| 28 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.87% | — | -0.88% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | — | +2.08% | |
| 30 | MS | Morgan Stanley | 株式-金融 | 0.83% | — | +55.54% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | — | +0.79% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | — | — | |
| 33 | PWR | Quanta Services INC | 株式-資本財 | 0.72% | — | +3.17% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.72% | — | +7.67% | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.71% | — | +4.82% | |
| 36 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.67% | +0.08% | -0.10% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.67% | — | -2.30% | |
| 38 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.66% | — | +8.62% | |
| 39 | CME | Cme Group INC | 株式-金融 | 0.64% | — | +0.35% | |
| 40 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.63% | — | +2.50% | |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.62% | — | +8.43% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.62% | — | +38.74% | |
| 43 | MBB | Ishares Mbs ETF | ETF-その他 | 0.61% | — | -10.20% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.60% | — | +8.33% | |
| 45 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.60% | — | +1.77% | |
| 46 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.57% | +0.04% | -25.09% | |
| 47 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.57% | — | +0.35% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.57% | — | +234.44% | |
| 49 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.55% | — | +38.07% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | +0.47% | +11.30% |