CIK: 0001912339
申告総資産額
$2.8億
上位200銘柄を表示中（全207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 | MSFT | Microsoft CORP | 株式-IT | 5.68% | -0.52% | -0.91% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.67% | -0.51% | -3.38% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.01% | -0.28% | +3.03% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.90% | +1.58% | -2.04% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.74% | -0.99% | -11.55% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.34% | +0.30% | -1.35% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.28% | — | -1.20% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.17% | +1.91% | -1.68% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.82% | — | -7.32% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.80% | — | +2.17% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 1.39% | -0.25% | +2.39% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | — | -4.43% | |
| 13 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 1.23% | +0.22% | -0.74% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.23% | — | -8.53% | |
| 15 | FXE | Invesco Currencyshares Euro | ETF-その他 | 1.22% | — | — | |
| 16 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.09% | -0.37% | +4.92% | |
| 17 | COP | Conocophillips | 株式-エネルギー | 1.09% | -0.04% | +1.10% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | +0.47% | -10.37% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | +0.14% | +1.37% | |
| 20 | ETN | Eaton Corporation plc | 株式-資本財 | 1.02% | +0.32% | -11.54% | |
| 21 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.00% | — | -0.11% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.93% | — | +3.43% | |
| 23 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.89% | — | +50.66% | |
| 24 | PWR | Quanta Services INC | 株式-資本財 | 0.87% | — | -2.65% | |
| 25 | ISHG | Ishares -3 Year Internationa | ETF-その他 | 0.85% | — | — | |
| 26 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.84% | — | -2.74% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.83% | — | +26.24% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.81% | +0.54% | -6.83% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.80% | — | -14.86% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | — | -3.61% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | +0.47% | +30.24% | |
| 32 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.76% | -0.41% | -5.55% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.75% | +0.06% | -1.28% | |
| 34 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.75% | — | -2.59% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.69% | — | +3.37% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.64% | — | -27.78% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.64% | — | -1.45% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | +1.00% | -10.23% | |
| 39 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.61% | — | +17.70% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.60% | — | -8.54% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.59% | — | +1.93% | |
| 42 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.59% | +0.04% | -5.24% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.57% | — | -19.07% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | — | -9.74% | |
| 45 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.54% | — | +2.93% | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.53% | — | -2.36% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.52% | +0.10% | +9.21% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | — | -30.69% | |
| 49 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.51% | +0.08% | -4.74% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | — | +5.68% |