CIK: 0001353110
申告総資産額
$1.1億
| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 7.58% | +0.26% | +14.12% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.23% | -0.12% | +0.15% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.34% | -0.43% | -4.44% | |
| 4 | FTNT | Fortinet INC | 株式-IT | 4.99% | -0.20% | -4.80% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.88% | — | +22.72% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.69% | -0.08% | -5.28% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.64% | -0.33% | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 4.03% | -0.78% | +2.01% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 4.00% | -0.14% | -2.07% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.54% | -0.19% | +1.74% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.29% | -0.03% | -2.80% | |
| 12 | WMT | Walmart INC | 株式-生活必需品 | 2.62% | +0.47% | +3.17% | |
| 13 | WM | Waste Management INC | 株式-資本財 | 2.40% | +0.24% | +0.46% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.16% | -0.10% | +0.19% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.02% | -0.20% | +0.61% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.85% | -0.14% | +5.11% | |
| 17 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.37% | -0.09% | -3.12% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.29% | — | -19.60% | |
| 19 | COHR | Coherent CORP | 株式-IT | 1.22% | +0.32% | -2.75% | |
| 20 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 1.15% | +0.25% | +34.49% | |
| 21 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.07% | — | — | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.01% | -0.23% | -9.78% | |
| 23 | CRM | Salesforce INC | 株式-IT | 0.97% | -0.25% | -11.36% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.96% | +0.21% | +16.07% | |
| 25 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.96% | +0.45% | -2.88% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.91% | — | +11.91% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | +0.19% | -8.25% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.90% | — | -4.52% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | -0.06% | -1.21% | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.89% | — | -3.43% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.84% | — | +7.32% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.73% | — | +4.78% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.72% | — | -3.01% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.70% | — | -0.40% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.69% | — | +7.63% | |
| 36 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.64% | +0.18% | -2.44% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | -5.12% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.63% | — | +3.57% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.03% | — | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | +0.24% | -1.18% | |
| 41 | FHN | First Horizon CORP | 株式-金融 | 0.61% | — | +0.07% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.55% | +0.08% | — | |
| 43 | EMN | Eastman Chemical Co | 株式-素材 | 0.55% | +0.12% | +7.40% | |
| 44 | PHM | Pultegroup INC | 株式-一般消費財 | 0.52% | — | +3.49% | |
| 45 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.49% | — | +5.48% | |
| 46 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.47% | +0.26% | — | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | -0.07% | — | |
| 48 | SOFI | Sofi Technologies INC | 株式-金融 | 0.43% | -0.17% | -28.31% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.41% | +0.12% | -15.12% | |
| 50 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.39% | — | -0.55% |