CIK: 0001907254
申告総資産額
$2.8億
上位200銘柄を表示中（全217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 | ✓ | Avadel Pharmaceuticals PLC | 株式-その他 | 14.11% | — | -6.29% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 7.36% | +0.47% | -10.76% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.65% | +0.28% | -6.85% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.04% | +0.22% | -2.98% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.15% | -0.28% | -2.52% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.55% | +0.26% | +0.76% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.25% | +0.12% | -5.79% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.06% | -0.01% | -9.66% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.98% | +0.12% | -1.46% | |
| 10 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 1.82% | -0.34% | EXIT | |
| 11 | ARWR | Arrowhead Pharmaceuticals In | 株式-ヘルスケア | 1.73% | +0.20% | +1.61% | |
| 12 | BX | Blackstone INC | 株式-金融 | 1.25% | — | -1.21% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | — | — | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.00% | -0.01% | +16.03% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | +0.37% | -8.74% | |
| 16 | URI | United Rentals INC | 株式-資本財 | 0.90% | — | -0.73% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.81% | — | -1.10% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | — | -5.92% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | — | -2.98% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.79% | — | -3.41% | |
| 21 | GIS | General Mills INC | 株式-生活必需品 | 0.75% | — | +2.90% | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 0.74% | — | +8.37% | |
| 23 | S | Sentinelone INC -class A | 株式-IT | 0.74% | — | +3.82% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.73% | — | +2.22% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.72% | — | +0.89% | |
| 26 | PI | Impinj INC | 株式-IT | 0.72% | — | +1.00% | |
| 27 | DOCN | Digitalocean Holdings INC | 株式-IT | 0.68% | +0.68% | +3.63% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.68% | — | -1.24% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | — | -6.66% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | — | +18.68% | |
| 31 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.64% | — | +5.99% | |
| 32 | AMD | Advanced Micro Devices | 株式-IT | 0.64% | — | -5.70% | |
| 33 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.63% | +0.27% | +67.72% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | -14.55% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | +0.22% | +18.70% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.60% | — | +1.07% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | -0.94% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -3.04% | |
| 39 | EXP | Eagle Materials INC | 株式-素材 | 0.57% | — | -20.42% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.57% | — | +410.10% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | -8.17% | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.53% | — | -3.28% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | +0.20% | -11.66% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | — | -1.02% | |
| 45 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.50% | — | -2.42% | |
| 46 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 0.49% | -0.36% | +25.15% | |
| 47 | ENVX | Enovix CORP | 株式-その他 | 0.43% | — | +44.67% | |
| 48 | INDI | Indie Semiconductor Inc-a | 株式-その他 | 0.43% | — | -2.87% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.43% | +0.31% | +0.03% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.41% | — | — |