CIK: 0002067339
申告総資産額
$2.9億
上位200銘柄を表示中（全219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 | 5.15% | — | -2.09% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.76% | +0.15% | +1.22% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.56% | -0.17% | +0.24% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.05% | -0.75% | -0.58% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.39% | -0.22% | +0.68% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.34% | -0.16% | +4.13% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.98% | +0.26% | +3.17% | |
| 8 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.63% | -0.55% | +0.61% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.23% | +0.17% | +0.00% | |
| 10 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 2.00% | — | -6.36% | |
| 11 | IDV | Ishares International Select | ETF-その他 | 2.00% | +0.16% | +5.00% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.96% | — | +2.58% | |
| 13 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.80% | +0.31% | +0.26% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.72% | +0.34% | -2.79% | |
| 15 | AXON | Axon Enterprise INC | 株式-資本財 | 1.61% | -0.26% | -0.20% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.27% | — | +3.91% | |
| 17 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.23% | — | +3.47% | |
| 18 | T | At&t INC | 株式-通信サービス | 1.15% | +0.14% | -54.76% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.13% | -0.51% | +0.65% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 1.11% | — | +0.48% | |
| 21 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 1.11% | — | — | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | +0.38% | -1.03% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | -0.13% | +0.36% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | — | +0.31% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.01% | — | +3.16% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.99% | +0.11% | +5.08% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | — | +7.01% | |
| 28 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.94% | -0.15% | +6.64% | |
| 29 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.84% | — | -2.25% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.83% | — | -0.15% | |
| 31 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.80% | — | +3.11% | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.77% | -0.30% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.74% | — | -1.71% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | +0.13% | +1.09% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | -0.15% | -0.38% | |
| 36 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.68% | — | -1.69% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.64% | — | -0.37% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | +0.12% | +0.06% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.58% | -0.29% | +0.22% | |
| 40 | GE | General Electric | 株式-資本財 | 0.58% | — | +19.23% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -3.24% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | -3.15% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | +2.03% | |
| 44 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.50% | — | — | |
| 45 | VFH | Vanguard Financials ETF | ETF-その他 | 0.48% | — | +0.21% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.48% | — | +5.00% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | -7.52% | |
| 48 | SOUN | Soundhound Ai Inc-a | 株式-IT | 0.47% | -0.20% | -3.08% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.45% | — | +7.36% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.45% | — | — |