CIK: 0001846160
申告総資産額
$2.9億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 13.49% | -0.22% | -35.72% | |
| 2 | MBB | Ishares Mbs ETF | ETF-その他 | 6.68% | -0.17% | +134.52% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 6.60% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.11% | -0.23% | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.66% | +0.37% | +8.72% | |
| 6 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.96% | — | -33.39% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.50% | +0.02% | +5.47% | |
| 8 | XLF | Ss Financial Select Sector | ETF-その他 | 2.29% | +0.18% | +12.05% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.99% | -0.55% | -5.92% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.86% | +1.13% | +2.41% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.73% | -0.01% | +2.58% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.47% | -0.06% | +0.93% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | — | +3.04% | |
| 14 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 1.42% | -0.01% | -6.85% | |
| 15 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 1.34% | — | -49.79% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.17% | — | +29.86% | |
| 17 | NFLX | Netflix INC | 株式-通信サービス | 1.13% | -0.17% | -14.06% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.12% | — | +24.27% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.05% | +0.21% | +78.67% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.05% | — | — | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.03% | +0.02% | -15.33% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.98% | — | +161.94% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.97% | +0.42% | -15.38% | |
| 24 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 0.96% | — | +5.96% | |
| 25 | PAVE | Global X US Infrastructure | ETF-その他 | 0.95% | — | +3.34% | |
| 26 | HACK | Amplify Cybersecurity ETF | ETF-その他 | 0.94% | +0.31% | -3.83% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | +0.10% | -31.07% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.91% | — | -13.91% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.91% | +0.02% | +0.15% | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.85% | — | -9.95% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.81% | -0.16% | — | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.79% | -0.16% | +41.06% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | -0.17% | -6.40% | |
| 34 | NOW | Servicenow INC | 株式-IT | 0.79% | -0.26% | EXIT | |
| 35 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.77% | -0.45% | EXIT | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 0.76% | — | -15.53% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | +0.17% | +66.14% | |
| 38 | FINX | Global X Fintech ETF | ETF-テック型 | 0.74% | — | +7.22% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.74% | — | — | |
| 40 | LIN | Linde plc | 株式-素材 | 0.71% | — | -13.68% | |
| 41 | ETR | Entergy CORP | 株式-公益事業 | 0.68% | — | +17.20% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.65% | — | +30.81% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | -3.78% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.64% | — | -15.91% | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.64% | +0.15% | -32.24% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | -12.04% | |
| 47 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.62% | — | -0.06% | |
| 48 | RSG | Republic Services INC | 株式-資本財 | 0.61% | — | -23.95% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | — | — | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.58% | -0.30% | -28.83% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | +6.6% | NEW | 新規購入 |
| 2 | EFA | Ishares Msci Eafe ETF | +6.1% | NEW | 新規購入 |
| 3 | MBB | Ishares Mbs ETF | +3.6% | +134.52% | 増加 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +1.1% | NEW | 新規購入 |
| 5 | WMT | Walmart INC | +0.8% | NEW | 新規購入 |
| 6 | T | At&t INC | +0.7% | NEW | 新規購入 |
| 7 | NVDA | Nvidia CORP | +0.7% | +5.47% | 増加 |
| 8 | AVGO | Broadcom INC | +0.6% | +2.58% | 増加 |
| 9 | ABBV | Abbvie INC | +0.6% | NEW | 新規購入 |
| 10 | XLP | Ss Consumer Staples Sel Sect | +0.6% | +161.94% | 増加 |
| 11 | WM | Waste Management INC | +0.5% | NEW | 新規購入 |
| 12 | VUG | Vanguard Growth ETF | +0.5% | +78.67% | 増加 |
| 13 | JNJ | Johnson & Johnson | +0.5% | NEW | 新規購入 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +8.72% | 増加 |
| 15 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +66.14% | 増加 |
| 16 | MSFT | Microsoft CORP | +0.2% | -5.92% | 減少 |
| 17 | XLK | Ss Technology Select Sector | +0.2% | +2.41% | 増加 |
| 18 | XLC | Ss Comm Select Sector Spdr | +0.2% | +24.27% | 増加 |
| 19 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +29.86% | 増加 |
| 20 | XLF | Ss Financial Select Sector | +0.2% | +12.05% | 増加 |
| 21 | NEE | Nextera Energy INC | +0.2% | +41.06% | 増加 |
| 22 | NFLX | Netflix INC | +0.1% | -14.06% | 減少 |
| 23 | FINX | Global X Fintech ETF | +0.1% | +7.22% | 増加 |
| 24 | AMZN | Amazon.com INC | +0.1% | +3.04% | 増加 |
| 25 | PAVE | Global X US Infrastructure | +0.1% | +3.34% | 増加 |
| 26 | ZTS | Zoetis INC | -0.2% | -16.81% | 減少 |
| 27 | UNP | Union Pacific CORP | -0.2% | -15.91% | 減少 |
| 28 | ASML | ASML Holding N.V. | -0.2% | EXIT | 全売却 |
| 29 | XLB | Ss Materials Select Sector | -0.2% | -54.42% | 減少 |
| 30 | CAT | Caterpillar INC | -0.2% | -32.24% | 減少 |
| 31 | EQIX | Equinix INC | -0.3% | -31.72% | 減少 |
| 32 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -30.41% | 減少 |
| 33 | ORLY | O'reilly Automotive INC | -0.3% | +1092.08% | 増加 |
| 34 | FISV | Fiserv INC | -0.3% | -10.11% | 減少 |
| 35 | RSG | Republic Services INC | -0.3% | -23.95% | 減少 |
| 36 | MS | Morgan Stanley | -0.3% | -38.79% | 減少 |
| 37 | SPGI | S&p Global INC | -0.3% | -33.09% | 減少 |
| 38 | ICE | Intercontinental Exchange In | -0.3% | -34.95% | 減少 |
| 39 | CRM | Salesforce INC | -0.3% | -28.83% | 減少 |
| 40 | PPH | Vaneck Pharmaceutical ETF | -0.3% | -6.85% | 減少 |
| 41 | BSX | Boston Scientific CORP | -0.4% | -29.23% | 減少 |
| 42 | AMAT | Applied Materials INC | -0.4% | EXIT | 全売却 |
| 43 | GOOG | Alphabet Inc-cl C | -0.4% | -31.07% | 減少 |
| 44 | LLY | Eli Lilly & Co | -0.4% | -15.33% | 減少 |
| 45 | XLRE | Ss Real Estate Select Sector | -0.5% | -43.52% | 減少 |
| 46 | AIQ | Global X Art Intel & Tech | -1.1% | -49.79% | 減少 |
| 47 | IUSG | Ishares Core S&p U.s. Growth | -1.2% | -33.39% | 減少 |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -1.8% | EXIT | 全売却 |
| 49 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -3.1% | EXIT | 全売却 |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | -9.4% | -35.72% | 減少 |