CIK: 0001912339
申告総資産額
$2.8億
上位200銘柄を表示中（全216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 | 4.91% | -0.52% | -9.26% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.54% | -0.51% | -10.96% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.90% | -0.28% | -5.41% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.86% | +1.58% | -3.41% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.71% | -0.99% | -5.28% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.68% | +1.91% | -6.32% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.38% | — | +0.40% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.89% | — | -2.28% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.80% | — | -6.00% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.80% | +0.30% | -26.23% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 1.51% | -0.25% | -1.44% | |
| 12 | FXE | Invesco Currencyshares Euro | ETF-その他 | 1.28% | — | +2.02% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | +0.47% | +4.35% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.26% | +0.14% | +12.55% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.25% | — | -2.52% | |
| 16 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 1.16% | +0.22% | +200.00% | |
| 17 | COP | Conocophillips | 株式-エネルギー | 1.06% | -0.04% | -3.20% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.01% | — | -2.37% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.00% | — | +3.31% | |
| 20 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.92% | — | +1.02% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.91% | — | +3.71% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | +0.06% | +18.44% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.87% | +0.54% | +1.06% | |
| 24 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.87% | — | -0.40% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.87% | — | +38.95% | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 0.86% | +0.32% | -2.32% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.84% | — | +2.52% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.82% | — | +0.43% | |
| 29 | PWR | Quanta Services INC | 株式-資本財 | 0.81% | — | -10.74% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | -31.01% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | +4.25% | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.73% | — | -3.01% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | +0.47% | -5.55% | |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.67% | — | +9.16% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.64% | +1.00% | -2.33% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | — | +23.07% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.63% | — | -3.72% | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.63% | -0.37% | -26.78% | |
| 39 | DHR | Danaher CORP | 株式-ヘルスケア | 0.61% | — | +12.68% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.60% | +0.10% | +9.67% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.59% | — | +46.05% | |
| 42 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.59% | -0.41% | -4.48% | |
| 43 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.57% | — | +1.13% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | — | +1.36% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.55% | -0.34% | +5.28% | |
| 46 | MS | Morgan Stanley | 株式-金融 | 0.54% | — | -1.32% | |
| 47 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.54% | — | +13.33% | |
| 48 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.54% | — | +24.57% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.52% | — | -15.65% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.52% | +1.06% | +0.31% |