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 | 8.26% | -0.35% | -0.52% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.34% | -0.37% | -3.92% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 5.67% | -0.68% | +895.05% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.57% | — | -0.21% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.79% | -2.42% | EXIT | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.19% | -0.63% | +1.95% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.08% | — | +0.30% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.95% | — | -12.44% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.92% | -0.31% | +0.89% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.68% | — | -0.32% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.57% | +0.38% | +0.86% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 2.53% | -0.12% | +6.35% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.50% | — | -0.16% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 2.47% | — | +1.20% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.33% | -0.10% | -6.06% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.30% | -0.16% | +3.48% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.29% | — | +0.28% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.26% | +0.16% | +0.42% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.24% | -0.22% | +1.32% | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.19% | — | +6.60% | |
| 21 | AMD | Advanced Micro Devices | 株式-IT | 2.12% | -0.15% | +2.34% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.92% | — | +0.05% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.82% | — | +0.24% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.55% | — | +0.25% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 1.47% | — | -0.47% | |
| 26 | BX | Blackstone INC | 株式-金融 | 1.40% | -0.35% | -6.61% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.37% | — | -27.37% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.30% | — | — | |
| 29 | DE | Deere & Co | 株式-資本財 | 1.24% | — | +172.16% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 1.24% | — | +1.47% | |
| 31 | NOW | Servicenow INC | 株式-IT | 1.22% | -0.34% | +0.55% | |
| 32 | CRM | Salesforce INC | 株式-IT | 1.03% | -0.37% | +2.23% | |
| 33 | LRCXEUR | Lam Research CORP | 株式-IT | 0.99% | — | +6.43% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.97% | -0.04% | -37.93% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.89% | — | — | |
| 36 | D | Dominion Energy INC | 株式-公益事業 | 0.84% | — | -0.03% | |
| 37 | O | Realty Income CORP | 株式-不動産 | 0.64% | — | -2.12% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | -0.05% | -3.47% | |
| 39 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 0.59% | — | -44.22% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.55% | +0.42% | -5.75% | |
| 41 | CLS | Celestica INC | 株式-IT | 0.52% | — | +4.21% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.48% | — | +0.57% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | -0.05% | — | |
| 44 | MHO | M/i Homes INC | 株式-一般消費財 | 0.41% | — | +7.29% | |
| 45 | MOD | Modine Manufacturing Co | 株式-一般消費財 | 0.38% | +0.14% | +6.31% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.34% | — | +2.28% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.29% | — | -9.25% | |
| 49 | TOWN | Towne Bank | 株式-その他 | 0.29% | — | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.28% | — | — |