CIK: 0001806027
申告総資産額
$5.1億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.64% | +0.83% | +18.35% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.55% | +0.35% | — | |
| 3 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 6.23% | — | +161.88% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.43% | +0.20% | +1.64% | |
| 5 | VLY | Valley National Bancorp | 株式-金融 | 4.36% | +0.37% | -2.74% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.28% | +0.15% | -5.58% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.19% | +0.03% | +9.70% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.89% | — | +3.79% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.90% | +0.02% | +0.10% | |
| 10 | IBM | Intl Business Machines CORP | 株式-IT | 2.07% | -0.12% | +0.33% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.97% | +0.22% | +0.62% | |
| 12 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.94% | -0.08% | -0.10% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.87% | +0.14% | +0.92% | |
| 14 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 1.77% | +0.36% | +62.27% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.63% | -0.18% | +4.30% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.35% | -0.14% | -18.88% | |
| 17 | CCAP | Crescent Capital Bdc INC | 株式-その他 | 1.29% | -0.01% | +170.61% | |
| 18 | EUFN | Ishares Msci Europe Financia | ETF-その他 | 0.98% | -0.57% | +1.53% | |
| 19 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.97% | — | +0.37% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.93% | +0.10% | +32.06% | |
| 21 | INDA | Ishares Msci India ETF | ETF-その他 | 0.90% | -0.03% | +208.60% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.88% | — | +10.21% | |
| 23 | WFC | Wells Fargo & Co | 株式-金融 | 0.86% | -0.03% | -2.55% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.83% | — | -13.70% | |
| 25 | RY | Royal Bank Of Canada | 株式-金融 | 0.82% | — | +0.15% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | — | -1.09% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.78% | — | +6.03% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.77% | +0.12% | -0.01% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.76% | — | +6.56% | |
| 30 | MS | Morgan Stanley | 株式-金融 | 0.72% | — | -29.99% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | -0.03% | +1.80% | |
| 32 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 0.63% | -0.09% | +0.82% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.58% | — | -1.16% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.56% | — | -0.31% | |
| 35 | VFH | Vanguard Financials ETF | ETF-その他 | 0.54% | -0.14% | +0.78% | |
| 36 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.54% | — | +3.52% | |
| 37 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.53% | -0.20% | -20.40% | |
| 38 | SNAP | Snap INC - A | 株式-通信サービス | 0.51% | -0.04% | — | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.51% | — | -4.51% | |
| 40 | XES | Ss Spdr S&p Og Eqp & Serv | ETF-その他 | 0.50% | -0.15% | EXIT | |
| 41 | BBH | Vaneck Biotech ETF | ETF-テック型 | 0.50% | -0.06% | +0.44% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.47% | — | +20.69% | |
| 43 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.47% | — | — | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.46% | — | -0.22% | |
| 45 | QRTEBUSD | Qurate Retail Group Inc-b | 株式-その他 | 0.46% | — | — | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.46% | — | +0.29% | |
| 47 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.45% | — | +1.38% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | +2.31% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.42% | — | +36.35% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.39% | — | -1.12% |