CIK: 0001107075
申告総資産額
$1.3億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 9.73% | — | +2149.37% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.61% | — | +41.54% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.21% | — | +99.59% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.37% | — | -11.97% | |
| 5 | CME | Cme Group INC | 株式-金融 | 4.00% | — | +0.01% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.62% | — | -0.58% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.37% | — | +0.25% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.35% | — | +0.33% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | — | +0.59% | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 1.63% | — | -14.62% | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.63% | — | -2.92% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.62% | — | +16.84% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.44% | — | +9.67% | |
| 14 | CRM | Salesforce INC | 株式-IT | 1.39% | — | -4.16% | |
| 15 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 1.35% | — | -0.84% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.26% | — | -78.73% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.19% | — | — | |
| 18 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 1.10% | — | -11.44% | |
| 19 | CBOE | Cboe Global Markets INC | 株式-金融 | 1.09% | — | — | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 1.08% | — | -2.92% | |
| 21 | F | Ford Motor Co | 株式-一般消費財 | 1.04% | — | -8.44% | |
| 22 | BX | Blackstone INC | 株式-金融 | 0.92% | — | +7.34% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.89% | — | +11.78% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.89% | — | +85.18% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.88% | — | +5.03% | |
| 26 | PII | Polaris INC | 株式-一般消費財 | 0.83% | — | +0.03% | |
| 27 | INSP | Inspire Medical Systems INC | 株式-ヘルスケア | 0.80% | — | -4.13% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.78% | — | -1.63% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.73% | — | -6.89% | |
| 30 | IYF | Ishares US Financials ETF | ETF-その他 | 0.73% | — | +2.84% | |
| 31 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 0.72% | — | +3.33% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.71% | — | +0.90% | |
| 33 | MRNA | Moderna INC | 株式-ヘルスケア | 0.71% | — | -4.95% | |
| 34 | CRSP | CRISPR Therapeutics AG | 株式-ヘルスケア | 0.63% | — | -4.75% | |
| 35 | CROX | Crocs INC | 株式-一般消費財 | 0.63% | — | +81.36% | |
| 36 | GNRC | Generac Holdings INC | 株式-資本財 | 0.62% | — | +8.28% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | — | -50.47% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | -4.95% | |
| 39 | GM | General Motors Co | 株式-一般消費財 | 0.57% | — | -5.94% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.56% | — | +21.72% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -12.60% | |
| 42 | XBTAX | Blackrock Lng-trm Muni Adv | 株式-その他 | 0.55% | — | +0.57% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.52% | — | -5.98% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.50% | — | -4.31% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | +4.96% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.49% | — | +6.55% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | +0.09% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.46% | — | -26.41% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | — | -0.17% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.45% | — | -3.99% |