CIK: 0001783773
申告総資産額
$2.7億
上位200銘柄を表示中（全212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 | 6.61% | -1.13% | -0.03% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.63% | -0.10% | +1.88% | |
| 3 | BX | Blackstone INC | 株式-金融 | 3.59% | -0.46% | +4.37% | |
| 4 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.38% | +0.35% | -0.94% | |
| 5 | BXSL | Blackstone Secured Lending F | 株式-金融 | 2.35% | — | -6.84% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.29% | -0.14% | +2.53% | |
| 7 | GBDC | Golub Capital Bdc INC | 株式-金融 | 2.10% | — | +1.01% | |
| 8 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 2.05% | — | +1.02% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.94% | -0.08% | -0.05% | |
| 10 | NMFC | New Mountain Finance CORP | 株式-その他 | 1.83% | — | +37.21% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.83% | -0.10% | -1.28% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.81% | -0.07% | +846.29% | |
| 13 | OWL | Blue Owl Capital INC | 株式-金融 | 1.71% | -0.31% | -2.01% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.59% | — | +1.23% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 1.58% | -0.14% | +0.64% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.56% | -0.08% | +2.40% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.47% | -0.09% | +4.09% | |
| 18 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.34% | -0.12% | -1.07% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | -0.83% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.09% | — | -1.30% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.06% | — | -0.04% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.01% | -0.10% | +1.01% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.94% | — | -4.15% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.93% | — | +2.02% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | — | -0.91% | |
| 26 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.90% | -0.14% | -7.77% | |
| 27 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.84% | — | +15.81% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | -0.67% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | -0.13% | — | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.76% | — | +2.95% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.75% | — | +1.83% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.71% | — | +1.49% | |
| 33 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.70% | — | +1.30% | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 0.69% | — | +0.74% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.69% | — | +1.70% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.68% | — | -1.08% | |
| 37 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.65% | +0.33% | +2.31% | |
| 38 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.60% | — | -13.04% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | -4.94% | |
| 40 | BGB | Blackstone Strategic Credit | 株式-その他 | 0.57% | — | +4.38% | |
| 41 | SGRY | Surgery Partners INC | 株式-その他 | 0.57% | -0.07% | +7.27% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | -16.60% | |
| 43 | ETN | Eaton Corporation plc | 株式-資本財 | 0.55% | — | -1.67% | |
| 44 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.55% | — | -5.07% | |
| 45 | NMRK | Newmark Group Inc-class A | 株式-その他 | 0.55% | -0.07% | +2.39% | |
| 46 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.55% | — | -4.51% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | +0.18% | -6.91% | |
| 48 | BSL | Blackstone Snr Fltng Rt | 株式-その他 | 0.52% | — | +4.51% | |
| 49 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.52% | — | -0.85% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | — | +2.32% |