CIK: 0001802655
申告総資産額
$16.8億
上位200銘柄を表示中（全224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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 30.88% | -1.13% | -4.94% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 8.07% | -0.51% | +0.57% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.70% | +0.29% | -16.60% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.22% | -0.15% | -1.50% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.19% | -0.04% | -12.05% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.02% | — | +1.14% | |
| 7 | TCBI | Texas Capital Bancshares INC | 株式-金融 | 1.86% | +0.32% | +0.32% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.76% | -0.03% | +2.28% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.68% | -0.20% | +10.04% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.33% | -1.19% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.37% | — | -6.82% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.29% | -0.38% | +10.38% | |
| 13 | ORCL | Oracle CORP | 株式-IT | 1.21% | -0.53% | -5.13% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.15% | -0.07% | -7.66% | |
| 15 | DE | Deere & Co | 株式-資本財 | 1.13% | +0.15% | -5.64% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.10% | -4.31% | |
| 17 | APH | Amphenol Corp-cl A | 株式-IT | 0.97% | -0.08% | +3158.88% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.94% | +0.01% | +12.17% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 0.94% | -0.07% | -5.28% | |
| 20 | INTU | Intuit INC | 株式-IT | 0.94% | -0.07% | -6.82% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | -0.05% | -0.54% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.93% | -0.11% | -2.14% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.92% | -0.04% | -0.20% | |
| 24 | KLAC | Kla CORP | 株式-IT | 0.90% | +0.14% | -7.67% | |
| 25 | LRCX | Lam Research CORP | 株式-IT | 0.89% | -0.29% | -7.11% | |
| 26 | MS | Morgan Stanley | 株式-金融 | 0.89% | -0.07% | -5.69% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.87% | — | -8.20% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.86% | +0.11% | +15.67% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.77% | — | -6.56% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | -4.64% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.75% | — | -6.89% | |
| 32 | MSCI | Msci INC | 株式-金融 | 0.73% | — | -6.02% | |
| 33 | TT | Trane Technologies plc | 株式-資本財 | 0.73% | — | -7.14% | |
| 34 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.72% | +0.24% | -4.84% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 0.69% | — | -6.10% | |
| 36 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.66% | — | -4.87% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.65% | -0.06% | -5.78% | |
| 38 | ET | Energy Transfer LP | 株式-エネルギー | 0.63% | +0.20% | -42.71% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.63% | +1.27% | — | |
| 40 | DHR | Danaher CORP | 株式-ヘルスケア | 0.61% | -0.07% | -4.78% | |
| 41 | COP | Conocophillips | 株式-エネルギー | 0.55% | +0.36% | -6.01% | |
| 42 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.53% | — | -9.17% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | -0.07% | -8.96% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.46% | +0.06% | -7.15% | |
| 45 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.39% | — | +2.07% | |
| 46 | ARCC | Ares Capital CORP | 株式-金融 | 0.36% | — | +5.81% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.35% | +0.73% | +392.54% | |
| 48 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.34% | — | +5.57% | |
| 49 | TSLX | Sixth Street Specialty Lendi | 株式-その他 | 0.33% | — | +5.87% | |
| 50 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.32% | — | -2.43% |