CIK: 0001783773
申告総資産額
$2.7億
上位200銘柄を表示中（全218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 | 5.94% | -1.13% | -0.95% | |
| 2 | BX | Blackstone INC | 株式-金融 | 4.17% | -0.46% | -0.56% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.71% | -0.10% | -2.17% | |
| 4 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 2.43% | — | -0.44% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.32% | +0.35% | -0.99% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | -0.14% | +3.30% | |
| 7 | BXSL | Blackstone Secured Lending F | 株式-金融 | 2.05% | — | -2.90% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.05% | -0.08% | -0.10% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.97% | -0.10% | -0.44% | |
| 10 | GBDC | Golub Capital Bdc INC | 株式-金融 | 1.92% | — | +1.11% | |
| 11 | OWL | Blue Owl Capital INC | 株式-金融 | 1.77% | -0.31% | +0.64% | |
| 12 | NMFC | New Mountain Finance CORP | 株式-その他 | 1.73% | — | +2.47% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.68% | -0.07% | +0.26% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.66% | -0.14% | -0.32% | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.62% | — | -1.20% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.44% | -0.09% | -0.40% | |
| 17 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.42% | -0.12% | -0.15% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.35% | -0.08% | +0.69% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.19% | — | -1.04% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.11% | — | -0.68% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.03% | — | -1.89% | |
| 22 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 1.01% | — | -0.03% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.95% | — | +1.78% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.94% | — | +0.83% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.92% | — | -5.14% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | -0.10% | +1.06% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | — | -1.92% | |
| 28 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.81% | -0.14% | +0.37% | |
| 29 | NMRK | Newmark Group Inc-class A | 株式-その他 | 0.78% | -0.07% | -0.67% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | -0.13% | -0.29% | |
| 31 | ETN | Eaton Corporation plc | 株式-資本財 | 0.75% | — | +36.78% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.75% | — | +0.17% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.74% | — | -1.44% | |
| 34 | SGRY | Surgery Partners INC | 株式-その他 | 0.72% | -0.07% | — | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.72% | — | +1.77% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.72% | — | -1.26% | |
| 37 | GS | Goldman Sachs Group INC | 株式-金融 | 0.72% | — | +0.43% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.69% | — | -1.55% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.65% | — | -1.77% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.62% | — | -1.04% | |
| 41 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.60% | +0.33% | +3.53% | |
| 42 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.59% | — | -0.89% | |
| 43 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.58% | — | -0.73% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | +0.18% | +0.54% | |
| 45 | AMT | American Tower CORP | 株式-不動産 | 0.56% | — | +6.94% | |
| 46 | BGB | Blackstone Strategic Credit | 株式-その他 | 0.56% | — | +0.13% | |
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.54% | — | -5.13% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | — | +0.27% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.53% | — | -0.47% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.52% | — | +0.06% |