CIK: 0001910984
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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 11.86% | -0.97% | -2.94% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.47% | -0.24% | -1.81% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.43% | -0.17% | +2.07% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.75% | +0.01% | -0.42% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 8.15% | -0.21% | -0.50% | |
| 6 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 7.07% | +0.61% | +0.56% | |
| 7 | VONE | Vanguard Russell 1000 | ETF-その他 | 6.77% | -0.10% | -4.15% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.88% | — | +0.01% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.76% | — | -0.14% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.03% | — | -6.97% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.98% | -0.06% | +0.21% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.86% | -0.56% | -5.11% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.79% | +0.17% | -3.21% | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.69% | -0.13% | +1.57% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.65% | — | -3.13% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.50% | -0.04% | +2.87% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.20% | — | -16.55% | |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.08% | -0.10% | -12.82% | |
| 19 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.86% | -0.08% | +25.44% | |
| 20 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.75% | — | -6.59% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | — | -18.56% | |
| 22 | VOX | Vanguard Communication Servi | ETF-その他 | 0.65% | — | -14.87% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | +0.12% | +138.65% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | -0.10% | -27.13% | |
| 25 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.49% | — | -0.68% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.07% | -11.73% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.48% | — | -11.76% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.44% | — | -29.23% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.41% | -0.14% | EXIT | |
| 30 | USB | US Bancorp | 株式-金融 | 0.41% | — | -26.70% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.39% | -0.12% | EXIT | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | -16.12% | |
| 33 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.37% | — | -25.29% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.37% | +0.08% | -24.45% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.35% | — | -31.28% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.33% | — | +54.74% | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.32% | — | — | |
| 38 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.30% | — | +268.49% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.29% | — | -38.24% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | -38.55% | |
| 41 | AEBA | Allete INC | 株式-その他 | 0.24% | — | -9.20% | |
| 42 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.23% | +0.16% | NEW | |
| 43 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.23% | — | — | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.22% | — | — | |
| 45 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.21% | — | -19.46% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.21% | — | — | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | -48.33% | |
| 48 | PSX | Phillips 66 | 株式-エネルギー | 0.19% | — | -53.15% | |
| 49 | PSN | Parsons CORP | 株式-IT | 0.18% | — | — | |
| 50 | DNP | Dnp Select Income Fund INC | 株式-金融 | 0.18% | — | +2.81% |