CIK: 0001798924
申告総資産額
$2.4億
| # | 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 | AAPL | Apple INC | 株式-IT | 8.81% | -0.35% | +1.22% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.83% | — | +0.16% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 3.92% | -0.68% | -5.85% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.88% | — | -0.05% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.59% | — | -0.43% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.51% | -0.37% | -5.33% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.23% | -0.63% | +1.98% | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.09% | — | +0.21% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.09% | — | +0.29% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 3.06% | -0.12% | +0.29% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.93% | -0.10% | +0.74% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.69% | — | +0.22% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.60% | +0.16% | +0.60% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.56% | -0.22% | +0.43% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 2.44% | — | +1.84% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.43% | — | +0.60% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.38% | — | +6.27% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.32% | +0.38% | +1.58% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.29% | -0.31% | +1.18% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.21% | -0.16% | -0.64% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.15% | — | +0.36% | |
| 22 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 2.12% | — | +0.83% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.09% | — | +11.45% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 2.04% | — | +0.26% | |
| 25 | AMD | Advanced Micro Devices | 株式-IT | 1.89% | -0.15% | -1.84% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 1.87% | — | -1.58% | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 1.73% | -0.04% | +4.19% | |
| 28 | BX | Blackstone INC | 株式-金融 | 1.69% | -0.35% | +0.36% | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.16% | -0.37% | +3.31% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 1.12% | +0.42% | -1.08% | |
| 31 | LRCXEUR | Lam Research CORP | 株式-IT | 1.05% | — | +4.46% | |
| 32 | D | Dominion Energy INC | 株式-公益事業 | 1.04% | — | -0.50% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | — | -0.22% | |
| 34 | NFLX | Netflix INC | 株式-通信サービス | 1.04% | — | -5.62% | |
| 35 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.86% | — | -3.48% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.79% | -0.05% | -1.73% | |
| 37 | AWK | American Water Works Co INC | 株式-公益事業 | 0.75% | — | -1.97% | |
| 38 | O | Realty Income CORP | 株式-不動産 | 0.71% | — | +1.59% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | +7.80% | |
| 40 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 0.59% | — | +102.17% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.05% | +2.12% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.43% | — | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.40% | — | +0.20% | |
| 44 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.39% | — | — | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | -3.07% | |
| 46 | CWH | Camping World Holdings Inc-a | 株式-その他 | 0.38% | — | -1.56% | |
| 47 | MKL | Markel Group INC | 株式-金融 | 0.35% | — | — | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.34% | — | +9.71% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | +0.07% | +5.62% | |
| 50 | TOWN | Towne Bank | 株式-その他 | 0.31% | — | — |