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 | 9.35% | -1.10% | -31.49% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 8.31% | -0.81% | +11.48% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.65% | -0.89% | +20.03% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.62% | +0.32% | +13.00% | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 4.60% | -0.57% | +16.60% | |
| 6 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 4.57% | -1.17% | -8.26% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.94% | -0.45% | +7.93% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.27% | -0.19% | +18.19% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.08% | -0.17% | +54.72% | |
| 10 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 3.03% | -0.18% | +14.40% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.01% | -0.21% | +15.83% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 2.89% | -0.18% | +21.71% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.87% | -0.23% | +11.61% | |
| 14 | VIS | Vanguard Industrials ETF | ETF-その他 | 2.59% | -0.16% | +19.15% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.21% | +0.21% | -3.91% | |
| 16 | VFH | Vanguard Financials ETF | ETF-その他 | 2.09% | -0.11% | +19.87% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.85% | -0.17% | +23.24% | |
| 18 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.84% | — | +21.68% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.73% | — | +33.52% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.67% | +0.03% | +1.33% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.57% | — | +14.61% | |
| 22 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-その他 | 1.54% | +0.03% | +53.76% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.54% | -0.08% | +31.84% | |
| 24 | FNGU | Ms Fang+ 3x Leveraged Etn | ETF-その他 | 1.36% | — | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.35% | +0.43% | +17.74% | |
| 26 | APP | Applovin Corp-class A | 株式-IT | 1.19% | — | +0.14% | |
| 27 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.16% | +0.52% | +16.78% | |
| 28 | VOX | Vanguard Communication Servi | ETF-その他 | 1.11% | -0.14% | +18.93% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.10% | +0.15% | +18.76% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.06% | +0.19% | +20.21% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.02% | — | -1.19% | |
| 32 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 0.99% | — | +22.48% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.98% | +0.90% | +56.68% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | -0.02% | +19.94% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.95% | -0.08% | +18.97% | |
| 36 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.91% | — | +42.58% | |
| 37 | EQIX | Equinix INC | 株式-不動産 | 0.80% | +0.45% | +27.74% | |
| 38 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.53% | — | +18.71% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.53% | — | +20.25% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.45% | -0.62% | EXIT | |
| 41 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.42% | — | +28.27% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.40% | — | +35.39% | |
| 43 | VAW | Vanguard Materials ETF | ETF-その他 | 0.40% | — | +29.27% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.39% | — | +40.27% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.37% | — | -3.85% | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.29% | — | -6.64% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.25% | — | — | |
| 48 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.22% | — | +3.19% | |
| 49 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.22% | — | — | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.21% | +0.05% | +8.31% |