CIK: 0002067339
申告総資産額
$2.9億
上位200銘柄を表示中（全230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 | 5.67% | — | -2.87% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.47% | -0.17% | -0.36% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.09% | +0.15% | -6.93% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.83% | -0.75% | -0.49% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.34% | -0.22% | -8.73% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.29% | -0.16% | +0.10% | |
| 7 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.09% | -0.55% | -3.70% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.96% | +0.26% | +1.73% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.16% | +0.17% | +0.15% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.99% | — | +3.45% | |
| 11 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 1.97% | — | -1.42% | |
| 12 | IDV | Ishares International Select | ETF-その他 | 1.91% | +0.16% | -0.87% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.87% | +0.34% | +2.48% | |
| 14 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.54% | +0.31% | -2.95% | |
| 15 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 1.32% | — | +14.93% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.28% | — | +5.17% | |
| 17 | AXON | Axon Enterprise INC | 株式-資本財 | 1.28% | -0.26% | -0.10% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.24% | — | +5.59% | |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.19% | — | +6.47% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | — | -13.02% | |
| 21 | T | At&t INC | 株式-通信サービス | 1.03% | +0.14% | +0.62% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | +0.38% | -1.94% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | -0.13% | +1.17% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.00% | -0.51% | -0.75% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.99% | +0.11% | +5.15% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.99% | — | +5.57% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | — | -0.46% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | -0.15% | +0.13% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.85% | — | -0.15% | |
| 30 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.84% | — | -0.67% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.84% | -0.30% | +13.23% | |
| 32 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.83% | -0.15% | -0.42% | |
| 33 | APLD | Applied Digital CORP | 株式-IT | 0.77% | — | +0.11% | |
| 34 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.76% | — | +0.04% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.75% | — | +2.49% | |
| 36 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.73% | — | +5.69% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | +0.13% | +1.62% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.12% | +2.41% | |
| 39 | SOUN | Soundhound Ai Inc-a | 株式-IT | 0.63% | -0.20% | -1.59% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.63% | — | -1.13% | |
| 41 | RKT | Rocket Cos Inc-class A | 株式-金融 | 0.58% | -0.35% | +74.04% | |
| 42 | GE | General Electric | 株式-資本財 | 0.56% | — | -9.15% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.56% | -0.29% | +8.83% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | +0.08% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | -2.18% | |
| 46 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.49% | — | -0.82% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | -5.24% | |
| 48 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.46% | — | +0.06% | |
| 49 | VFH | Vanguard Financials ETF | ETF-その他 | 0.45% | — | -0.29% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | -12.43% |