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 | 6.70% | -0.35% | +3.21% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.79% | -0.37% | +5.90% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 4.73% | -0.68% | +0.70% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.68% | — | -2.32% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.37% | — | -1.94% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.27% | -2.42% | EXIT | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.15% | -0.63% | -2.27% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.99% | — | -0.92% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.71% | -0.31% | -0.33% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 2.70% | -0.12% | -20.79% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.67% | — | -1.78% | |
| 12 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 2.59% | — | +9.76% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.56% | — | -2.28% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 2.42% | — | +67.17% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.41% | -0.10% | -8.78% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.41% | +0.16% | +4.58% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.39% | — | +1.05% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.38% | -0.16% | +1.27% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.34% | +0.38% | +2.95% | |
| 20 | AMD | Advanced Micro Devices | 株式-IT | 2.28% | -0.15% | -6.86% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.23% | -0.22% | +0.09% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.97% | — | -0.61% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.96% | — | +3.97% | |
| 24 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 1.91% | — | -0.81% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.87% | — | -3.18% | |
| 26 | XLE | Ss Energy Select Sector | ETF-その他 | 1.74% | — | -2.90% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.73% | — | +10.51% | |
| 28 | XLF | Ss Financial Select Sector | ETF-その他 | 1.60% | -0.04% | -0.29% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 1.49% | — | +0.27% | |
| 30 | BX | Blackstone INC | 株式-金融 | 1.43% | -0.35% | +0.42% | |
| 31 | CRM | Salesforce INC | 株式-IT | 1.23% | -0.37% | -7.79% | |
| 32 | LRCXEUR | Lam Research CORP | 株式-IT | 1.22% | — | +4.28% | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 1.17% | — | -9.78% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | — | -0.27% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.86% | +0.42% | -2.21% | |
| 36 | D | Dominion Energy INC | 株式-公益事業 | 0.80% | — | -2.34% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.05% | — | |
| 38 | O | Realty Income CORP | 株式-不動産 | 0.66% | — | -5.13% | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.61% | — | +10.30% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | +14.96% | |
| 41 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.51% | — | -24.94% | |
| 42 | CLSEUR | Celestica INC | 株式-その他 | 0.47% | — | — | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.47% | — | — | |
| 44 | AWK | American Water Works Co INC | 株式-公益事業 | 0.39% | — | -22.41% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | -0.05% | -9.75% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | — | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.33% | — | -1.19% | |
| 48 | MHO | M/i Homes INC | 株式-一般消費財 | 0.33% | — | +29.67% | |
| 49 | CWH | Camping World Holdings Inc-a | 株式-その他 | 0.30% | — | -14.14% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | -2.37% |