CIK: 0001802132
申告総資産額
$1.4億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 8.05% | -0.27% | +43.27% | |
| 2 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 5.80% | — | +1.43% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.43% | +0.03% | +332.85% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.12% | +0.29% | -40.75% | |
| 5 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 4.95% | — | -11.87% | |
| 6 | BWX | State Street Spdr Bloomberg | ETF-その他 | 4.54% | — | — | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.26% | — | +0.71% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.77% | +0.07% | +7.36% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.41% | -0.04% | +7.20% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.18% | -0.86% | +11.59% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 2.06% | — | -3.87% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 2.03% | — | +3.15% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.81% | — | +2.20% | |
| 14 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.46% | — | +3.65% | |
| 15 | PENN | Penn Entertainment INC | 株式-一般消費財 | 1.44% | — | +0.91% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.37% | — | +2.03% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.17% | — | +0.63% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.98% | — | +11.46% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.82% | -0.13% | +47.84% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | — | +7.23% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | +10.80% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.68% | — | +1.66% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | — | -13.75% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | -20.07% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.65% | — | -1.98% | |
| 26 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.65% | — | — | |
| 27 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.62% | — | +73.07% | |
| 28 | MAIN | Main Street Capital CORP | 株式-金融 | 0.61% | — | +1.89% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | — | +7.07% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | -0.28% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +10.26% | |
| 32 | GAIN | Gladstone Investment CORP | 株式-その他 | 0.53% | — | +0.48% | |
| 33 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.52% | — | -1.09% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | +1.28% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +16.39% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.52% | — | -1.29% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.50% | — | -11.41% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.48% | — | -5.36% | |
| 39 | PTY | Pimco Corporate & Income Opp | 株式-その他 | 0.47% | — | +0.04% | |
| 40 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.47% | — | +0.87% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.46% | — | -4.16% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.45% | — | -7.57% | |
| 43 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.45% | — | — | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.44% | — | +1.87% | |
| 45 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 0.44% | — | +6.86% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | — | +4.04% | |
| 47 | WPC | Wp Carey INC | 株式-不動産 | 0.43% | — | -4.11% | |
| 48 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.42% | — | -0.38% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.41% | — | +14.51% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.40% | — | +3.19% |