CIK: 0002003633
申告総資産額
$37.5億
上位200銘柄を表示中（全518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 | 7.17% | — | +2.43% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.06% | -0.26% | -1.89% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.34% | -0.15% | +46.46% | |
| 4 | FFIU | Uva Unconstrained Medium-ter | ETF-その他 | 4.04% | — | +14.76% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.16% | -0.07% | +24.91% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 2.80% | -0.60% | +48.31% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.26% | -0.27% | +158.41% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.18% | -0.44% | +25.52% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.87% | -0.45% | +55.80% | |
| 10 | IVLU | Ishares Msci International V | ETF-その他 | 1.59% | +0.59% | +1.42% | |
| 11 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 1.46% | — | +13.51% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.43% | +0.01% | +14.51% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 1.42% | — | +5.75% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.31% | — | +24.89% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.16% | +0.72% | -8.32% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.08% | — | +13.25% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.00% | +0.22% | +0.60% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.88% | — | -0.38% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | -0.02% | +124.21% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.83% | +0.14% | +12.95% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.80% | -0.32% | +324.31% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | +39.11% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | — | +44.43% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.78% | +0.14% | +33.55% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.77% | -0.68% | +100.34% | |
| 26 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 0.72% | — | +93.30% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.68% | — | +3.84% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | — | +23.10% | |
| 29 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.66% | -0.29% | +258.30% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.65% | — | +14.48% | |
| 31 | DMBS | Doubleline Mortgage ETF | ETF-その他 | 0.61% | — | +13.62% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | — | +30.53% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.59% | +0.12% | -2.48% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | — | +23.36% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | +11.21% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.51% | — | +7.63% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.50% | — | +441.75% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.50% | -0.07% | +17.63% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.48% | -0.39% | — | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | +21.99% | |
| 41 | PB | Prosperity Bancshares INC | 株式-金融 | 0.45% | — | — | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.44% | — | -8.23% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.08% | +18.19% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | — | +14.15% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | — | +26.28% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.39% | — | +20.50% | |
| 47 | VUG | Vanguard Growth ETF | ETF-その他 | 0.39% | — | +11.90% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | +0.06% | +19.05% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.39% | — | +24.76% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.38% | — | +9.75% |