CIK: 0001783773
申告総資産額
$2.7億
上位200銘柄を表示中（全206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 | MSFT | Microsoft CORP | 株式-IT | 5.35% | -1.13% | -0.79% | |
| 2 | BXSL | Blackstone Secured Lending F | 株式-金融 | 4.45% | — | +0.90% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.50% | -0.10% | +0.45% | |
| 4 | BX | Blackstone INC | 株式-金融 | 3.01% | -0.46% | +5.68% | |
| 5 | GBDC | Golub Capital Bdc INC | 株式-金融 | 2.21% | — | +70.62% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.14% | -0.10% | +0.57% | |
| 7 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 2.06% | — | +0.87% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.81% | -0.08% | -16.18% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.69% | +0.35% | -0.49% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.69% | — | -0.24% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.62% | -0.14% | +2.10% | |
| 12 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.61% | — | +1.40% | |
| 13 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.48% | -0.12% | +1.36% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.48% | -0.14% | +1.82% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.35% | — | -0.52% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.35% | — | -2.45% | |
| 17 | BLKCHF | Blackrock INC | 株式-その他 | 1.34% | — | +1.32% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.32% | — | -3.21% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.30% | — | +1.98% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.19% | — | -1.18% | |
| 21 | XLF | Ss Financial Select Sector | ETF-その他 | 1.12% | — | -42.34% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | -0.09% | +4.91% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | -0.08% | +2.54% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.03% | — | +1.99% | |
| 25 | SGRY | Surgery Partners INC | 株式-その他 | 0.88% | -0.07% | — | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.85% | — | -1.51% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.13% | -4.37% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.81% | — | +16.45% | |
| 29 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.80% | -0.14% | +1.71% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | — | +1.63% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.78% | — | -1.16% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | -3.81% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.18% | +3.39% | |
| 34 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.74% | — | +0.01% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.73% | — | +3.01% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | -0.10% | +3.56% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.69% | — | +2.54% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.69% | -0.07% | -19.03% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.69% | — | +1.97% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.68% | — | +2.72% | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.66% | — | -5.63% | |
| 42 | AMT | American Tower CORP | 株式-不動産 | 0.66% | — | +13.22% | |
| 43 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.65% | — | +0.67% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.65% | — | +7.33% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | — | -19.13% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | +293.17% | |
| 47 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.56% | +0.33% | +3.22% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.55% | — | +19.36% | |
| 49 | CDW | Cdw Corp/de | 株式-IT | 0.53% | — | +4.66% | |
| 50 | NMFC | New Mountain Finance CORP | 株式-その他 | 0.52% | — | +2.42% |