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 | NVDA | Nvidia CORP | 株式-IT | 7.12% | -0.37% | -3.25% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.86% | -0.35% | -0.30% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 6.46% | -0.68% | -17.96% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.10% | — | +1.38% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.19% | -0.63% | -0.63% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.05% | — | -0.44% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.98% | -2.42% | EXIT | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.89% | -0.31% | -1.25% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.77% | — | -0.93% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.72% | — | -0.10% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.67% | -0.22% | -0.25% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 2.55% | -0.12% | -10.15% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 2.49% | -0.10% | +1.23% | |
| 14 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 2.43% | +1.39% | +87.15% | |
| 15 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.36% | — | -1.02% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.31% | +0.38% | +0.54% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.23% | -0.16% | -0.56% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 2.17% | — | +0.05% | |
| 19 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.14% | -0.36% | -0.73% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.06% | — | -1.37% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.98% | +0.16% | +0.43% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.94% | — | +0.62% | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 1.86% | — | +2.54% | |
| 24 | AMD | Advanced Micro Devices | 株式-IT | 1.77% | -0.15% | -0.84% | |
| 25 | CLS | Celestica INC | 株式-IT | 1.62% | — | -20.51% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.47% | — | +1.13% | |
| 27 | BX | Blackstone INC | 株式-金融 | 1.34% | -0.35% | +0.03% | |
| 28 | XLF | Ss Financial Select Sector | ETF-その他 | 1.27% | -0.04% | -0.26% | |
| 29 | LRCX | Lam Research CORP | 株式-IT | 1.27% | +0.43% | +0.27% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.25% | — | +1.33% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 1.14% | — | +0.52% | |
| 32 | NOW | Servicenow INC | 株式-IT | 1.10% | -0.34% | +1.10% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.98% | — | -0.46% | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.98% | -0.37% | -2.28% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.84% | — | — | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | -0.05% | -1.06% | |
| 37 | APP | Applovin Corp-class A | 株式-IT | 0.72% | -0.23% | -3.51% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | -0.05% | -6.11% | |
| 39 | STRL | Sterling Infrastructure INC | 株式-資本財 | 0.68% | +0.29% | -0.29% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.67% | +0.42% | +0.12% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | -0.44% | |
| 42 | O | Realty Income CORP | 株式-不動産 | 0.49% | — | -2.72% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | +67.07% | |
| 44 | MOD | Modine Manufacturing Co | 株式-一般消費財 | 0.38% | +0.14% | +0.19% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | — | — | |
| 46 | RVT | Royce Small-cap Trust INC | 株式-その他 | 0.31% | — | +6.23% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.30% | — | +0.15% | |
| 48 | MHO | M/i Homes INC | 株式-一般消費財 | 0.29% | — | -1.55% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.29% | +0.10% | +13.62% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | -4.80% |