CIK: 0001776082
申告総資産額
$12.5億
上位200銘柄を表示中（全481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 | AAPL | Apple INC | 株式-IT | 8.26% | -0.48% | -0.31% | |
| 2 | OBDC | Blue Owl Capital CORP | 株式-金融 | 4.97% | -0.11% | +3.45% | |
| 3 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 3.22% | +0.40% | -1.45% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.18% | -0.56% | -1.11% | |
| 5 | OWL | Blue Owl Capital INC | 株式-金融 | 1.94% | -0.58% | -5.91% | |
| 6 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.60% | — | +43.51% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.19% | — | -0.85% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.18% | — | -0.26% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.17% | -0.07% | -0.52% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.16% | -0.14% | -2.38% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.13% | +0.33% | +2.99% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | -0.12% | -3.62% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.08% | -3.60% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.03% | -0.15% | -9.71% | |
| 15 | SPGI | S&p Global INC | 株式-金融 | 1.00% | -0.18% | -0.66% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.96% | — | +8.02% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.96% | — | -8.49% | |
| 18 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.93% | — | +0.31% | |
| 19 | BXSL | Blackstone Secured Lending F | 株式-金融 | 0.92% | — | +13.72% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | +7.68% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.89% | — | -2.89% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.07% | -29.78% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 0.83% | -0.20% | -1.05% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.76% | — | -27.21% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | — | +0.10% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.71% | — | -10.83% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | -0.01% | -0.05% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | — | -5.90% | |
| 29 | BX | Blackstone INC | 株式-金融 | 0.66% | -0.17% | -22.59% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.62% | — | -7.79% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.60% | -0.08% | -3.57% | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.59% | — | -30.39% | |
| 33 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.59% | — | -0.72% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | -1.24% | |
| 35 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.57% | — | +13.71% | |
| 36 | MBB | Ishares Mbs ETF | ETF-その他 | 0.55% | — | +9.13% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | -0.26% | +6.08% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.51% | -0.09% | +13.08% | |
| 39 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.51% | — | -6.21% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.50% | +0.29% | +0.38% | |
| 41 | ZM | Zoom Communications INC | 株式-IT | 0.50% | -0.09% | -18.67% | |
| 42 | DOCU | Docusign INC | 株式-IT | 0.50% | — | -0.00% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | +9.47% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | — | +1.77% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.48% | — | +1.55% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.47% | — | +2.59% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.47% | — | +32.65% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.47% | — | +4.36% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | -0.06% | -15.77% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.46% | — | -3.59% |