CIK: 0001802655
申告総資産額
$16.8億
上位200銘柄を表示中（全338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 | 24.65% | -1.13% | +15.03% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 8.76% | -0.51% | +41.57% | |
| 3 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 5.82% | -1.19% | +9320.00% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.73% | +0.29% | +15.64% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.69% | +0.01% | +278.95% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.65% | -0.15% | +60.58% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.21% | +1.27% | +134.87% | |
| 8 | TCBI | Texas Capital Bancshares INC | 株式-金融 | 1.82% | +0.32% | +39.86% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.81% | -0.38% | +120.69% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.68% | -0.33% | +31.64% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.50% | -0.20% | +49.76% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.44% | -0.04% | +12.62% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.42% | — | +4.22% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.25% | — | +26.33% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.17% | -0.03% | -1.53% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | -0.10% | +35.90% | |
| 17 | LRCX | Lam Research CORP | 株式-IT | 1.08% | -0.29% | +3.40% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.91% | -0.04% | +45.12% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | -0.05% | +35.30% | |
| 20 | DE | Deere & Co | 株式-資本財 | 0.89% | +0.15% | +19.02% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | -0.07% | +125.14% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | -0.11% | +10.30% | |
| 23 | KLAC | Kla CORP | 株式-IT | 0.82% | +0.14% | +3.75% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.79% | -0.07% | -0.08% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 0.78% | — | +5.18% | |
| 26 | APH | Amphenol Corp-cl A | 株式-IT | 0.77% | -0.08% | -3.92% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.77% | -0.36% | — | |
| 28 | MS | Morgan Stanley | 株式-金融 | 0.76% | -0.07% | +7.36% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.70% | -0.07% | +7.80% | |
| 30 | ET | Energy Transfer LP | 株式-エネルギー | 0.70% | +0.20% | +3.89% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.66% | -0.50% | +45.90% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.61% | +0.11% | +0.34% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.60% | -0.53% | +0.13% | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.59% | — | -0.91% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | — | +6.46% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | +0.28% | +245.59% | |
| 37 | INTU | Intuit INC | 株式-IT | 0.53% | -0.07% | +3.09% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | +0.36% | +45.30% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +15.36% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.48% | — | +3.99% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | — | +35.78% | |
| 42 | TT | Trane Technologies plc | 株式-資本財 | 0.42% | — | -0.24% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.41% | -0.07% | -0.77% | |
| 44 | MSCI | Msci INC | 株式-金融 | 0.39% | — | -3.77% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.34% | — | +8.37% | |
| 46 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.33% | — | -17.80% | |
| 47 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.32% | — | -7.07% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.31% | — | +15.98% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.31% | +0.06% | -1.71% | |
| 50 | AMD | Advanced Micro Devices | 株式-IT | 0.30% | — | +1052.08% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IBIT | Ishares Bitcoin Trust ETF | +5.7% | +9320.00% | 増加 |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | +1.7% | +278.95% | 増加 |
| 3 | IEMG | Ishares Core Msci Emerging | +0.9% | +134.87% | 増加 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +120.69% | 増加 |
| 5 | AAPL | Apple INC | +0.5% | +60.58% | 増加 |
| 6 | AMZN | Amazon.com INC | +0.4% | +125.14% | 増加 |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +245.59% | 増加 |
| 8 | AMD | Advanced Micro Devices | +0.3% | +1052.08% | 増加 |
| 9 | ADBE | Adobe INC | +0.2% | +1517.72% | 増加 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +636.69% | 増加 |
| 11 | DGRO | Ishares Core Dividend Growth | +0.2% | +761.83% | 増加 |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +876.41% | 増加 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +45.30% | 増加 |
| 14 | CVX | Chevron CORP | +0.1% | +174.32% | 増加 |
| 15 | IWF | Ishares Russell 1000 Growth | +0.1% | +497.46% | 増加 |
| 16 | JNJ | Johnson & Johnson | +0.1% | +134.68% | 増加 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +35.78% | 増加 |
| 18 | TCBI | Texas Capital Bancshares INC | +0.1% | +39.86% | 増加 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +133.06% | 増加 |
| 20 | LLY | Eli Lilly & Co | +0.1% | +10.30% | 増加 |
| 21 | AGG | Ishares Core U.s. Aggregate | +0.1% | +49.76% | 増加 |
| 22 | IWB | Ishares Russell 1000 ETF | 0% | +45.12% | 増加 |
| 23 | IVW | Ishares S&p 500 Growth ETF | 0% | +45.90% | 増加 |
| 24 | JPM | Jpmorgan Chase & Co | 0% | +35.90% | 増加 |
| 25 | NVDA | Nvidia CORP | -0.1% | +41.57% | 増加 |
| 26 | LRCX | Lam Research CORP | -0.1% | +3.40% | 増加 |
| 27 | VEA | Vanguard Ftse Developed ETF | -0.1% | +26.33% | 増加 |
| 28 | CAT | Caterpillar INC | -0.1% | +5.18% | 増加 |
| 29 | MS | Morgan Stanley | -0.1% | +7.36% | 増加 |
| 30 | META | Meta Platforms Inc-class A | -0.2% | +35.30% | 増加 |
| 31 | DE | Deere & Co | -0.2% | +19.02% | 増加 |
| 32 | KLAC | Kla CORP | -0.2% | +3.75% | 増加 |
| 33 | MSFT | Microsoft CORP | -0.3% | +31.64% | 増加 |
| 34 | COP | Conocophillips | -0.4% | -66.86% | 減少 |
| 35 | IWR | Ishares Russell Mid-cap ETF | -0.4% | +12.62% | 増加 |
| 36 | ZTS | Zoetis INC | -0.4% | -75.66% | 減少 |
| 37 | NKE | Nike INC -cl B | -0.5% | -76.72% | 減少 |
| 38 | ORCL | Oracle CORP | -0.6% | +0.13% | 増加 |
| 39 | IEFA | Ishares Core Msci Eafe ETF | -0.8% | +15.64% | 増加 |
| 40 | VOO | Vanguard S&p 500 ETF | -5.2% | +15.03% | 増加 |
| 41 | IJR | Ishares Core S&p Small-cap E | — | NEW | 新規購入 |
| 42 | GEL | Genesis Energy L.p. | — | NEW | 新規購入 |
| 43 | ARM | Arm Holdings Plc-adr | — | NEW | 新規購入 |
| 44 | GRNY | Fundstr Gran Sh US Lrg Cap | — | EXIT | 全売却 |
| 45 | INTC | Intel CORP | — | NEW | 新規購入 |
| 46 | SCHD | Schwab US Dvd Equity ETF | — | NEW | 新規購入 |
| 47 | HDV | Ishares Core High Dividend E | — | NEW | 新規購入 |
| 48 | HPK | Highpeak Energy INC | — | NEW | 新規購入 |
| 49 | GRNI | Fundstr Gran Sh US L/c & INC | — | NEW | 新規購入 |
| 50 | CRK | Comstock Resources INC | — | NEW | 新規購入 |