CIK: 0001898297
申告総資産額
$1.6億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 16.06% | — | +2.03% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.95% | — | +2.03% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.56% | — | -8.30% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.54% | — | -0.13% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.89% | — | -8.42% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.78% | — | -8.34% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.96% | — | -3.38% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.53% | — | +0.93% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.48% | — | -10.31% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.39% | — | +20.82% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.93% | — | -9.48% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.90% | — | -6.92% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | — | +28.86% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.39% | — | -22.68% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.34% | — | -20.72% | |
| 16 | CAT | Caterpillar INC | 株式-資本財 | 1.34% | — | -4.52% | |
| 17 | GS | Goldman Sachs Group INC | 株式-金融 | 1.20% | — | -13.74% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.18% | — | -26.38% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.15% | — | -5.88% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | — | -10.42% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.13% | — | -11.13% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.10% | — | +15.52% | |
| 23 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.10% | — | -5.83% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.10% | — | +139.59% | |
| 25 | EXPE | Expedia Group INC | 株式-一般消費財 | 1.09% | — | -11.60% | |
| 26 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.06% | — | +1.30% | |
| 27 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.06% | — | -56.01% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.06% | — | -6.76% | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 1.05% | — | +1.25% | |
| 30 | MFC | Manulife Financial CORP | 株式-金融 | 1.03% | — | -0.38% | |
| 31 | MMM | 3m Co | 株式-資本財 | 1.03% | — | -3.72% | |
| 32 | COR | Cencora INC | 株式-ヘルスケア | 1.02% | — | -12.50% | |
| 33 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.99% | — | -4.79% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | — | +3.85% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.97% | — | -3.37% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | — | -0.49% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.97% | — | -11.70% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.84% | — | +119.85% | |
| 39 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.83% | — | -11.84% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.82% | — | +105.52% | |
| 41 | WM | Waste Management INC | 株式-資本財 | 0.80% | — | -0.26% | |
| 42 | AAPL | Apple INC | 株式-IT | 0.80% | — | -0.18% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | — | — | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.70% | — | — | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.66% | — | -11.00% | |
| 46 | OKLO | Oklo INC | 株式-公益事業 | 0.60% | — | -38.66% | |
| 47 | RTX | Rtx CORP | 株式-資本財 | 0.57% | — | -51.66% | |
| 48 | QBTS | D-wave Quantum INC | 株式-IT | 0.50% | — | -26.66% | |
| 49 | FIX | Comfort Systems USA INC | 株式-資本財 | 0.46% | — | -38.67% | |
| 50 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.45% | — | -52.83% |