CIK: 0001932342
申告総資産額
$3.1億
上位200銘柄を表示中（全214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 | 5.68% | +1.52% | -14.85% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.05% | — | -2.70% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.45% | +0.37% | -2.18% | |
| 4 | DFIV | Dimensional International Va | ETF-その他 | 3.32% | -3.32% | EXIT | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.29% | -3.29% | EXIT | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.11% | +1.55% | -2.59% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.87% | +0.70% | -9.02% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.76% | +1.41% | -18.42% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.55% | +1.27% | -10.82% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.27% | +0.40% | +0.33% | |
| 11 | MS | Morgan Stanley | 株式-金融 | 2.27% | — | -12.84% | |
| 12 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 2.20% | -2.20% | EXIT | |
| 13 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 2.15% | -2.15% | EXIT | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 2.13% | +0.45% | +1.36% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.79% | +0.39% | +0.46% | |
| 16 | DE | Deere & Co | 株式-資本財 | 1.77% | +1.00% | +1.20% | |
| 17 | ITW | Illinois Tool Works | 株式-資本財 | 1.62% | — | +8.44% | |
| 18 | DASH | Doordash INC - A | 株式-一般消費財 | 1.62% | -0.03% | +3.12% | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 1.62% | — | +9.13% | |
| 20 | RSG | Republic Services INC | 株式-資本財 | 1.56% | — | +5.75% | |
| 21 | BKR | Baker Hughes Co | 株式-エネルギー | 1.49% | +1.34% | +2.90% | |
| 22 | USFD | US Foods Holding CORP | 株式-生活必需品 | 1.48% | +0.79% | +6.32% | |
| 23 | BLK | Blackrock INC | 株式-金融 | 1.46% | — | +10.74% | |
| 24 | COIN | Coinbase Global INC -class A | 株式-金融 | 1.34% | -1.27% | +4.39% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.30% | +0.87% | -0.41% | |
| 26 | FCNCA | First Citizens Bcshs -cl A | 株式-金融 | 1.27% | — | — | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.24% | -1.24% | EXIT | |
| 28 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 1.21% | -1.21% | EXIT | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 1.05% | +1.15% | -0.96% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 1.02% | -1.02% | EXIT | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.93% | — | -1.60% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | — | -1.10% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.87% | -0.87% | EXIT | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | — | -1.97% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.72% | — | +0.12% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.71% | -0.71% | EXIT | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.64% | — | -0.13% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.62% | -0.62% | EXIT | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | -0.98% | |
| 40 | SIL | Global X Silver Miners ETF | ETF-コモディティ | 0.60% | -0.60% | EXIT | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.58% | -0.58% | EXIT | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | -0.57% | EXIT | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.49% | -0.49% | EXIT | |
| 44 | TFC | Truist Financial CORP | 株式-金融 | 0.47% | — | -0.90% | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.46% | -0.46% | EXIT | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | — | -1.60% | |
| 47 | COHR | Coherent CORP | 株式-IT | 0.42% | +0.50% | — | |
| 48 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.42% | -0.42% | EXIT | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | -0.42% | EXIT | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | — | +4.66% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DFCF | Dimensional Core Fixed INC | +1.2% | +118.10% | 増加 |
| 2 | GBIL | Goldman Sachs Access Treasur | +1.1% | +99.19% | 増加 |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.9% | +38.91% | 増加 |
| 4 | LLY | Eli Lilly & Co | +0.5% | +0.46% | 増加 |
| 5 | VTV | Vanguard Value ETF | +0.4% | +62.74% | 増加 |
| 6 | COPX | Global X Copper Miners ETF | +0.3% | +390.24% | 増加 |
| 7 | DFIV | Dimensional International Va | +0.3% | +4.54% | 増加 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.41% | 減少 |
| 9 | FCNCA | First Citizens Bcshs -cl A | +0.2% | — | 変化なし |
| 10 | COHR | Coherent CORP | +0.2% | — | 変化なし |
| 11 | CAT | Caterpillar INC | +0.2% | -0.96% | 減少 |
| 12 | XME | Ss Spdr S&p Metals Mining | +0.1% | +1.42% | 増加 |
| 13 | CIEN | Ciena CORP | +0.1% | — | 変化なし |
| 14 | AAPL | Apple INC | +0.1% | -2.70% | 減少 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -18.42% | 減少 |
| 16 | JNJ | Johnson & Johnson | +0.1% | -1.10% | 減少 |
| 17 | V | Visa Inc-class A Shares | 0% | +1.36% | 増加 |
| 18 | USFD | US Foods Holding CORP | 0% | +6.32% | 増加 |
| 19 | DE | Deere & Co | 0% | +1.20% | 増加 |
| 20 | AMZN | Amazon.com INC | 0% | -2.59% | 減少 |
| 21 | D | Dominion Energy INC | -0.1% | -12.93% | 減少 |
| 22 | AMLP | Alerian Mlp ETF | -0.1% | -13.04% | 減少 |
| 23 | STIM | Neuronetics INC | -0.1% | -73.69% | 減少 |
| 24 | GLD | Spdr Gold Shares | -0.1% | -21.94% | 減少 |
| 25 | UNH | Unitedhealth Group INC | -0.1% | -1.60% | 減少 |
| 26 | BKR | Baker Hughes Co | -0.1% | +2.90% | 増加 |
| 27 | PG | Procter & Gamble Co/the | -0.1% | -1.97% | 減少 |
| 28 | MS | Morgan Stanley | -0.1% | -12.84% | 減少 |
| 29 | WMT | Walmart INC | -0.2% | -10.82% | 減少 |
| 30 | MTUM | Ishares Msci USA Momentum Fa | -0.2% | -8.84% | 減少 |
| 31 | TKNO | Alpha Teknova INC | -0.2% | -68.82% | 減少 |
| 32 | OKLO | Oklo INC | -0.3% | -28.88% | 減少 |
| 33 | JPM | Jpmorgan Chase & Co | -0.3% | -9.02% | 減少 |
| 34 | DASH | Doordash INC - A | -0.3% | +3.12% | 増加 |
| 35 | AIQ | Global X Art Intel & Tech | -0.5% | -91.05% | 減少 |
| 36 | MSFT | Microsoft CORP | -0.5% | -2.18% | 減少 |
| 37 | COIN | Coinbase Global INC -class A | -0.6% | +4.39% | 増加 |
| 38 | VTIP | Vanguard Short-term Tips | -1% | -75.29% | 減少 |
| 39 | NVDA | Nvidia CORP | -1.1% | -14.85% | 減少 |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | 新規購入 |
| 41 | ZS | Zscaler INC | — | EXIT | 全売却 |
| 42 | AA | Alcoa CORP | — | NEW | 新規購入 |
| 43 | COF | Capital One Financial CORP | — | NEW | 新規購入 |
| 44 | FUL | H.b. Fuller Co. | — | EXIT | 全売却 |
| 45 | AMD | Advanced Micro Devices | — | NEW | 新規購入 |
| 46 | SLV | Ishares Silver Trust | — | NEW | 新規購入 |
| 47 | NET | Cloudflare INC - Class A | — | EXIT | 全売却 |
| 48 | CB | Chubb Limited | — | NEW | 新規購入 |
| 49 | UL | Unilever Plc-sponsored Adr | — | NEW | 新規購入 |
| 50 | LIN | Linde plc | — | EXIT | 全売却 |