CIK: 0001931465
申告総資産額
$3.0億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 15.92% | -1.10% | -23.92% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-その他 | 15.12% | -0.89% | +3.19% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 7.03% | -0.81% | -16.60% | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 5.85% | -0.57% | -8.84% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.00% | -0.45% | -8.44% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.59% | +0.32% | -15.07% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.58% | -0.21% | -11.48% | |
| 8 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 3.30% | -0.18% | -12.21% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.57% | -0.18% | -9.67% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.52% | -0.19% | -13.86% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.36% | -0.23% | -13.45% | |
| 12 | VIS | Vanguard Industrials ETF | ETF-その他 | 2.18% | -0.16% | -13.05% | |
| 13 | VFH | Vanguard Financials ETF | ETF-その他 | 1.87% | -0.11% | -13.84% | |
| 14 | ✓ | Bank Montreal Que | 株式-その他 | 1.82% | — | — | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.80% | — | -3.36% | |
| 16 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.71% | — | -8.69% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.67% | -0.17% | -8.53% | |
| 18 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.62% | -0.08% | -7.40% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.43% | +0.21% | -48.51% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.36% | — | -10.51% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.31% | +0.03% | -31.61% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.23% | +0.43% | -5.89% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.14% | — | +0.19% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.04% | -0.02% | -11.70% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.98% | — | -16.06% | |
| 26 | VOX | Vanguard Communication Servi | ETF-その他 | 0.91% | -0.14% | -9.65% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.90% | +0.19% | -12.55% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.88% | -0.08% | -12.75% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.88% | +0.15% | -12.74% | |
| 30 | EQIX | Equinix INC | 株式-不動産 | 0.87% | +0.45% | -28.88% | |
| 31 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.86% | +0.52% | -10.00% | |
| 32 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 0.84% | — | -6.52% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.54% | — | +14.97% | |
| 34 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.46% | — | -13.41% | |
| 35 | WDC | Western Digital CORP | 株式-IT | 0.45% | — | — | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.44% | -0.62% | EXIT | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.42% | — | -7.83% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.39% | — | -8.59% | |
| 39 | VAW | Vanguard Materials ETF | ETF-その他 | 0.38% | — | -9.34% | |
| 40 | DHR | Danaher CORP | 株式-ヘルスケア | 0.37% | — | -7.85% | |
| 41 | AMAT | Applied Materials INC | 株式-IT | 0.35% | — | — | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.33% | — | -6.55% | |
| 43 | PLXS | Plexus CORP | 株式-IT | 0.29% | — | — | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.24% | +0.05% | — | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.23% | +0.20% | — |