CIK: 0002067339
申告総資産額
$2.9億
上位200銘柄を表示中（全209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 | 6.71% | — | -13.31% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.42% | +0.15% | +2.00% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.49% | -0.17% | +0.63% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.93% | -0.75% | +0.66% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.30% | -0.16% | +0.49% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.29% | +0.26% | +0.96% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.00% | -0.22% | -1.34% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.45% | +0.17% | +0.05% | |
| 9 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 2.19% | — | -0.70% | |
| 10 | T | At&t INC | 株式-通信サービス | 2.15% | +0.14% | +1.17% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.94% | — | +1.71% | |
| 12 | IDV | Ishares International Select | ETF-その他 | 1.83% | +0.16% | -0.06% | |
| 13 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.59% | +0.31% | +0.30% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.45% | -0.51% | -0.22% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.33% | +0.38% | +1.48% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.23% | — | +3.26% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.14% | +0.34% | +2.76% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | — | +0.54% | |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.10% | — | +4.10% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | -0.13% | +11.10% | |
| 21 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.04% | — | +1.76% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.02% | +0.11% | +1.00% | |
| 23 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.02% | — | +3.39% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | +0.13% | +0.11% | |
| 25 | AXON | Axon Enterprise INC | 株式-資本財 | 0.87% | -0.26% | -1.08% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.86% | — | +898.94% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.85% | — | -2.61% | |
| 28 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.84% | -0.55% | -3.40% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.76% | — | -0.03% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | -2.13% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | -0.15% | -2.68% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | +0.12% | +1.16% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | -2.03% | |
| 34 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.70% | — | -0.43% | |
| 35 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.69% | — | +1.58% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.62% | — | +5.48% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +1.77% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | -0.58% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | — | +0.07% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | — | -5.35% | |
| 41 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.55% | — | +3.24% | |
| 42 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.53% | -0.15% | +1.17% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | +0.14% | +3.76% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | -0.29% | +0.89% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.50% | — | +0.61% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | -3.02% | |
| 47 | VFH | Vanguard Financials ETF | ETF-その他 | 0.46% | — | — | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.45% | — | -0.12% | |
| 49 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.45% | — | -1.30% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.44% | — | +3.38% |