CIK: 0001727407
申告総資産額
$1.9億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 17.62% | -1.98% | +0.08% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.83% | -0.32% | -0.60% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.47% | -0.63% | +0.33% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.03% | +0.36% | +2.44% | |
| 5 | PH | Parker Hannifin CORP | 株式-資本財 | 1.80% | -0.56% | — | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.61% | -0.23% | -0.04% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.51% | -1.03% | +0.25% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.48% | — | — | |
| 9 | NFLX | Netflix INC | 株式-通信サービス | 1.36% | — | -1.51% | |
| 10 | UBER | Uber Technologies INC | 株式-資本財 | 1.35% | — | — | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.23% | — | +0.96% | |
| 12 | CTVA | Corteva INC | 株式-素材 | 1.21% | +0.18% | +0.12% | |
| 13 | COF | Capital One Financial CORP | 株式-金融 | 1.20% | -0.32% | — | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.18% | — | +6.62% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.17% | — | +1.44% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | -0.30% | +0.29% | |
| 17 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.04% | — | — | |
| 18 | MLM | Martin Marietta Materials | 株式-素材 | 1.03% | — | — | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.00% | — | +5.02% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.99% | — | -0.22% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.95% | — | -1.96% | |
| 22 | AMP | Ameriprise Financial INC | 株式-金融 | 0.94% | — | — | |
| 23 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.92% | — | — | |
| 24 | GD | General Dynamics CORP | 株式-資本財 | 0.91% | — | +0.22% | |
| 25 | ECL | Ecolab INC | 株式-素材 | 0.89% | — | — | |
| 26 | MUFG | Mitsubishi Ufj Finl-spon Adr | 株式-金融 | 0.89% | — | — | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.88% | — | — | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.85% | -0.20% | — | |
| 29 | ATO | Atmos Energy CORP | 株式-公益事業 | 0.84% | -0.17% | — | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.78% | — | -0.59% | |
| 31 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.77% | -0.41% | -0.23% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.76% | -0.68% | EXIT | |
| 33 | RPM | Rpm International INC | 株式-素材 | 0.75% | — | — | |
| 34 | BX | Blackstone INC | 株式-金融 | 0.73% | — | +0.14% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.73% | -0.21% | — | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.73% | — | — | |
| 37 | ADSK | Autodesk INC | 株式-IT | 0.72% | — | +0.60% | |
| 38 | TDY | Teledyne Technologies INC | 株式-IT | 0.72% | — | — | |
| 39 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.72% | — | +1.73% | |
| 40 | USB | US Bancorp | 株式-金融 | 0.72% | — | -3.30% | |
| 41 | SNPS | Synopsys INC | 株式-IT | 0.71% | — | — | |
| 42 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.71% | — | +12.56% | |
| 43 | VFH | Vanguard Financials ETF | ETF-その他 | 0.70% | — | +9.98% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.70% | — | +1.50% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.69% | -0.49% | -2.70% | |
| 46 | AXON | Axon Enterprise INC | 株式-資本財 | 0.68% | — | +0.46% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.67% | — | +10.59% | |
| 48 | PNC | Pnc Financial Services Group | 株式-金融 | 0.66% | — | -0.82% | |
| 49 | AIG | American International Group | 株式-金融 | 0.64% | — | — | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.64% | +2.04% | +19.32% |