CIK: 0002067343
申告総資産額
$1.4億
上位200銘柄を表示中（全1447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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.78% | -0.17% | +0.86% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.04% | +0.18% | +7.19% | |
| 3 | IQLT | Ishares Msci International Q | ETF-その他 | 4.97% | -0.14% | +4.71% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.14% | -0.27% | +9.44% | |
| 5 | AIRR | First Trust Rba American Ind | ETF-その他 | 3.97% | +1.15% | +268.02% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.45% | +0.20% | -2.58% | |
| 7 | SILA | Sila Realty Trust INC | 株式-その他 | 2.89% | -0.06% | -1.39% | |
| 8 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 2.87% | -0.12% | -1.55% | |
| 9 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 2.86% | +0.05% | +11.32% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.35% | -0.70% | +1.28% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.21% | -0.21% | +0.39% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 1.88% | — | +5.88% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | -0.26% | +1.53% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.60% | -0.19% | +14.13% | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 1.15% | — | -0.10% | |
| 16 | YEAR | AB Ultra Short Income ETF | ETF-その他 | 1.05% | -0.25% | +7.26% | |
| 17 | APP | Applovin Corp-class A | 株式-IT | 1.03% | -0.44% | -13.94% | |
| 18 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.93% | — | -1.62% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.85% | — | -0.40% | |
| 20 | AHR | American Healthcare Reit INC | 株式-不動産 | 0.80% | — | -71.48% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | -0.19% | +9.22% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.75% | — | -4.06% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | -0.15% | +7.21% | |
| 24 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.67% | -0.10% | -7.51% | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.63% | — | -1.97% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.61% | -0.09% | -0.66% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.58% | — | +1.76% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.58% | — | -3.13% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.57% | — | -1.67% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.55% | -0.10% | +3.17% | |
| 31 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.55% | +1.14% | — | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.54% | — | +1.42% | |
| 33 | SEIQ | Sei Qim US Large Cap Quality | ETF-大型株・グロース | 0.51% | — | +2.72% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.50% | — | -4.16% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | -0.10% | +2.06% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | +0.06% | -0.48% | |
| 37 | SE | Sea Ltd-adr | 株式-通信サービス | 0.42% | -0.15% | +6.33% | |
| 38 | FTGS | First Trust Grwth Strgth ETF | ETF-その他 | 0.39% | -0.38% | EXIT | |
| 39 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.38% | -0.15% | -14.41% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | -6.42% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.38% | — | +3.55% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | +4.21% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.33% | — | -5.72% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.33% | — | -4.16% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.32% | +0.18% | +21.21% | |
| 46 | SUB | Ishares Short-term National | ETF-その他 | 0.32% | — | -8.74% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.32% | — | -15.51% | |
| 48 | RTX | Rtx CORP | 株式-資本財 | 0.32% | — | -1.00% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | — | +0.67% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.30% | -0.24% | -83.41% |