CIK: 0001968434
申告総資産額
$1.2億
上位200銘柄を表示中（全621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 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 15.77% | -4.88% | -1.57% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.81% | +2.71% | +0.01% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 8.84% | +3.90% | +4.23% | |
| 4 | ✓ | Amg Pantheon Credit Solutions Fd S Cl | 株式-その他 | 7.17% | -7.17% | EXIT | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 5.87% | +1.13% | -0.60% | |
| 6 | UBER | Uber Technologies INC | 株式-資本財 | 5.03% | -4.01% | -1.37% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.76% | +1.33% | -5.54% | |
| 8 | PEBO | Peoples Bancorp INC | 株式-その他 | 4.21% | -4.21% | EXIT | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.87% | +1.17% | +1.54% | |
| 10 | XSPIX | Stepstone Priv & Growth I | 株式-その他 | 2.47% | -2.47% | EXIT | |
| 11 | NFLX | Netflix INC | 株式-通信サービス | 1.44% | — | +902.57% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.41% | +0.12% | -3.36% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.25% | +0.96% | -2.13% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.23% | +0.51% | +1.05% | |
| 15 | OBDC | Blue Owl Capital CORP | 株式-金融 | 1.16% | +0.54% | -8.51% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | -0.03% | +60.49% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | +0.33% | -8.86% | |
| 18 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.82% | +0.35% | +0.45% | |
| 19 | SPG | Simon Property Group INC | 株式-不動産 | 0.75% | +0.18% | — | |
| 20 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.61% | — | -5.43% | |
| 21 | FHN | First Horizon CORP | 株式-金融 | 0.61% | -0.10% | +0.00% | |
| 22 | FBK | Fb Financial CORP | 株式-その他 | 0.53% | — | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.44% | -0.10% | +0.26% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.42% | — | -0.23% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.40% | — | -0.67% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | -0.29% | +82.13% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | — | -2.98% | |
| 28 | PNC | Pnc Financial Services Group | 株式-金融 | 0.38% | -0.03% | -0.03% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.35% | -0.20% | -1.78% | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 0.34% | -0.01% | — | |
| 31 | XPMIX | Stepstone Private Markets-i | 株式-その他 | 0.32% | -0.32% | EXIT | |
| 32 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 0.31% | — | +0.37% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.30% | — | +0.08% | |
| 34 | MS | Morgan Stanley | 株式-金融 | 0.30% | — | -0.06% | |
| 35 | DE | Deere & Co | 株式-資本財 | 0.29% | — | — | |
| 36 | AB | Alliancebernstein Holding LP | 株式-その他 | 0.29% | -0.29% | EXIT | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | -0.11% | +2.35% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.29% | -0.07% | -0.19% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.28% | -0.20% | — | |
| 40 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 0.27% | — | — | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.26% | -0.22% | — | |
| 42 | KKR | Kkr & Co INC | 株式-金融 | 0.26% | — | — | |
| 43 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.25% | — | — | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.24% | -0.08% | -4.88% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.24% | — | +5.96% | |
| 46 | CHDN | Churchill Downs INC | 株式-一般消費財 | 0.23% | -0.23% | EXIT | |
| 47 | OWL | Blue Owl Capital INC | 株式-金融 | 0.23% | -0.17% | -4.21% | |
| 48 | ZNGRIX | Nuveen Global Cities Reit-i | 株式-その他 | 0.22% | -0.22% | EXIT | |
| 49 | SSB | Southstate Bank CORP | 株式-金融 | 0.21% | — | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.21% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.4% | -1.57% | 減少 |
| 2 | META | Meta Platforms Inc-class A | +0.2% | +60.49% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.05% | 増加 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +82.13% | 増加 |
| 5 | MRK | Merck & Co. INC. | 0% | -2.98% | 減少 |
| 6 | TSLA | Tesla INC | 0% | +20.73% | 増加 |
| 7 | ACN | Accenture plc | 0% | +17.81% | 増加 |
| 8 | CHDN | Churchill Downs INC | — | — | 変化なし |
| 9 | NEM | Newmont CORP | — | — | 変化なし |
| 10 | SEA1EUR | Seabridge Gold INC | — | — | 変化なし |
| 11 | MS | Morgan Stanley | 0% | -0.06% | 減少 |
| 12 | WFC | Wells Fargo & Co | 0% | +0.08% | 増加 |
| 13 | GLD | Spdr Gold Shares | 0% | -1.78% | 減少 |
| 14 | PNW | Pinnacle Financial Partners, Inc. | -0.1% | -31.25% | 減少 |
| 15 | FHN | First Horizon CORP | -0.1% | +0.00% | 増加 |
| 16 | MPC | Marathon Petroleum CORP | -0.1% | — | 変化なし |
| 17 | SYBT | Stock Yards Bancorp INC | -0.1% | — | 変化なし |
| 18 | ORCL | Oracle CORP | -0.1% | -0.50% | 減少 |
| 19 | NOW | Servicenow INC | -0.1% | +378.26% | 増加 |
| 20 | HEFA | Isha Curr Hedged Msci Eafe | -0.1% | +0.45% | 増加 |
| 21 | OWL | Blue Owl Capital INC | -0.1% | -4.21% | 減少 |
| 22 | VOT | Vanguard Mid-cap Growth ETF | -0.1% | -0.23% | 減少 |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | -76.91% | 減少 |
| 24 | HSY | Hershey Co/the | -0.1% | -87.15% | 減少 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -8.86% | 減少 |
| 26 | VUG | Vanguard Growth ETF | -0.2% | -3.36% | 減少 |
| 27 | VTV | Vanguard Value ETF | -0.3% | +1.54% | 増加 |
| 28 | OBDC | Blue Owl Capital CORP | -0.4% | -8.51% | 減少 |
| 29 | ARKB | Ark 21shares Bitcoin ETF | -0.4% | -51.65% | 減少 |
| 30 | NFLX | Netflix INC | -0.7% | +902.57% | 増加 |
| 31 | AAPL | Apple INC | -0.7% | -5.54% | 減少 |
| 32 | AMZN | Amazon.com INC | -1% | +0.01% | 増加 |
| 33 | NVDA | Nvidia CORP | -1% | +4.23% | 増加 |
| 34 | MSFT | Microsoft CORP | -1.4% | -0.60% | 減少 |
| 35 | UBER | Uber Technologies INC | -2% | -1.37% | 減少 |
| 36 | ✓ | Amg Pantheon Credit Solutions Fd S Cl | — | NEW | 新規購入 |
| 37 | XSPIX | Stepstone Priv & Growth I | — | NEW | 新規購入 |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 全売却 |
| 39 | XPMIX | Stepstone Private Markets-i | — | NEW | 新規購入 |
| 40 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 41 | ZNGRIX | Nuveen Global Cities Reit-i | — | NEW | 新規購入 |
| 42 | SSB | Southstate Bank CORP | — | NEW | 新規購入 |
| 43 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | 新規購入 |
| 44 | PRIV | Ss Ig Publ Priv Cred Etf-usd | — | NEW | 新規購入 |
| 45 | QXO | Qxo INC | — | NEW | 新規購入 |
| 46 | DC | Dakota Gold CORP | — | NEW | 新規購入 |
| 47 | PCMM | Bblx Private Credit Clo ETF | — | NEW | 新規購入 |
| 48 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 49 | BWIN | Baldwin Insurance Group Inc/ | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |