CIK: 0001555486
申告総資産額
$23.2億
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.98% | -0.02% | +1.34% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.41% | -0.06% | -0.38% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.08% | -0.04% | +0.89% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.99% | -0.56% | +1.28% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.87% | — | +2.73% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.87% | — | +3.80% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.81% | +0.20% | +2.99% | |
| 8 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.66% | — | +24.52% | |
| 9 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.52% | -0.05% | +3.14% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.51% | -0.02% | +1.38% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.48% | — | +6.79% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.31% | -0.19% | +0.92% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.26% | -0.11% | +1.94% | |
| 14 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 2.20% | +0.17% | +3.17% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 2.18% | +0.28% | +10.17% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.00% | +0.79% | +2.54% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.87% | -0.03% | +3.44% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.73% | +0.35% | +2.10% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.73% | -0.07% | +2.98% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.72% | -0.06% | +2.26% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.67% | -0.09% | +9.64% | |
| 22 | UBER | Uber Technologies INC | 株式-資本財 | 1.67% | -0.07% | +3.50% | |
| 23 | BX | Blackstone INC | 株式-金融 | 1.64% | -1.42% | +3.12% | |
| 24 | ANET | Arista Networks INC | 株式-IT | 1.63% | — | +1.31% | |
| 25 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 1.56% | -0.07% | +2.84% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.43% | -0.11% | +2.57% | |
| 27 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.37% | -0.23% | +2.23% | |
| 28 | SYK | Stryker CORP | 株式-ヘルスケア | 1.25% | — | +5.93% | |
| 29 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-その他 | 1.15% | — | +6.01% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.14% | -0.04% | +0.94% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.12% | — | +12.29% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.11% | -0.03% | -0.45% | |
| 33 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.08% | — | +1.70% | |
| 34 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 1.06% | — | +2.43% | |
| 35 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 1.04% | +0.10% | +3.35% | |
| 36 | PGR | Progressive CORP | 株式-金融 | 1.04% | — | +26.27% | |
| 37 | ICE | Intercontinental Exchange In | 株式-金融 | 1.02% | — | +2.38% | |
| 38 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.01% | -0.59% | EXIT | |
| 39 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.00% | +0.13% | +3.26% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.95% | -0.02% | +3.62% | |
| 41 | BLK | Blackrock INC | 株式-金融 | 0.94% | -0.05% | +3.47% | |
| 42 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.93% | — | +37.08% | |
| 43 | SOFI | Sofi Technologies INC | 株式-金融 | 0.85% | -0.29% | -1.32% | |
| 44 | MMTM | Ss Spdr S&p 1500 Mom Tilt | ETF-その他 | 0.83% | — | +5.19% | |
| 45 | NDAQ | Nasdaq INC | 株式-金融 | 0.74% | -0.07% | — | |
| 46 | SHOP | Shopify INC - Class A | 株式-IT | 0.70% | -0.14% | +6.19% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.68% | — | +4.15% | |
| 48 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 0.64% | +0.09% | +5.71% | |
| 49 | FTNT | Fortinet INC | 株式-IT | 0.61% | -0.38% | EXIT | |
| 50 | ✓ | On Hldg AG | 株式-その他 | 0.60% | -0.14% | +4.36% |