CIK: 0001091370
申告総資産額
$16.7億
上位200銘柄を表示中（全633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 | 6.50% | -0.30% | +1033.60% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.52% | -0.28% | +24.24% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.00% | -0.63% | +29.12% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.72% | -0.19% | +31.38% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.79% | -0.09% | +24.33% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.65% | — | +22.77% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.53% | -0.10% | +48.39% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | -0.13% | +46.23% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.31% | — | +8.50% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.29% | — | +29.77% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.27% | — | +33.43% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.24% | -0.12% | +22.89% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.23% | -0.21% | +20.29% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.22% | +0.24% | +40.91% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.14% | -0.10% | +35.50% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.12% | +0.16% | +35.10% | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.07% | -0.08% | +22.12% | |
| 18 | ESCA | Escalade INC | 株式-その他 | 1.03% | — | — | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | -0.10% | +55.04% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.00% | — | +29.43% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | +16.32% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.82% | — | +11.76% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.82% | — | +45.21% | |
| 24 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.79% | — | +19.51% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | +0.07% | +18.41% | |
| 26 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.74% | — | +13.68% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.72% | — | +21.40% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | -0.08% | +36.81% | |
| 29 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.66% | -0.10% | +26.88% | |
| 30 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.63% | — | +16.79% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | +0.17% | +36.63% | |
| 32 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.62% | — | +42.63% | |
| 33 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 0.60% | -0.07% | +15.13% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | +45.30% | |
| 35 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.54% | -0.06% | +18.06% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | -0.08% | +12.07% | |
| 37 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 0.50% | — | +125.07% | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.50% | — | +24.61% | |
| 39 | SHOP | Shopify INC - Class A | 株式-IT | 0.49% | -0.24% | +14.39% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.13% | -2.21% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.49% | — | +46.57% | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.45% | — | +19.48% | |
| 43 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.43% | — | +27.35% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | — | +49.60% | |
| 45 | ASML | ASML Holding N.V. | 株式-IT | 0.42% | — | +84.36% | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.42% | — | +32.42% | |
| 47 | DIVI | Franklin International Core | ETF-その他 | 0.42% | — | +33.37% | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.41% | — | +101.77% | |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.41% | — | +18.06% | |
| 50 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.41% | — | +28.89% |