CIK: 0002092331
申告総資産額
$1.3億
| # | 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 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 6.73% | -1.48% | +0.03% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.22% | +0.75% | -3.55% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.47% | -0.42% | +22.54% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.06% | — | -1.32% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.98% | — | -7.94% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.90% | -0.67% | +8.85% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.69% | — | +7.25% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.64% | +0.17% | -12.66% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.62% | -0.29% | -0.34% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.59% | +0.07% | +12.46% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.56% | -2.05% | +63.23% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.37% | — | -2.54% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.33% | — | +21.87% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.25% | — | +23.13% | |
| 15 | ANET | Arista Networks INC | 株式-IT | 1.82% | — | -7.72% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.75% | +0.28% | +90.41% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | — | +10.08% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | — | +4.47% | |
| 19 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 1.35% | — | +8.73% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.27% | — | +9.86% | |
| 21 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 1.20% | +0.14% | +119.26% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | — | +5.68% | |
| 23 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.13% | — | +6.03% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 1.06% | — | +4.33% | |
| 25 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.01% | +0.18% | -4.07% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 0.94% | — | — | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.93% | — | +7.97% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.85% | — | +8.76% | |
| 29 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.84% | — | +6.24% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.83% | — | — | |
| 31 | PGR | Progressive CORP | 株式-金融 | 0.80% | — | +4.05% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.79% | — | +8.21% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.78% | — | +8.01% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.76% | — | -16.60% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | +0.20% | -3.58% | |
| 36 | HEI-A | Heico Corp-class A | 株式-その他 | 0.75% | — | +5.09% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | +0.14% | +24.71% | |
| 38 | IBP | Installed Building Products | 株式-一般消費財 | 0.69% | — | +4.69% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.69% | — | +1.43% | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.68% | -0.76% | EXIT | |
| 41 | KNSL | Kinsale Capital Group INC | 株式-金融 | 0.67% | — | +28.11% | |
| 42 | SO | Southern Co/the | 株式-公益事業 | 0.66% | — | +1.05% | |
| 43 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.64% | — | -7.74% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +21.59% | |
| 45 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.62% | — | -1.16% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.60% | — | +1.60% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | — | +12.02% | |
| 48 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.55% | — | +4.59% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | +11.98% | |
| 50 | AME | Ametek INC | 株式-資本財 | 0.52% | -0.48% | EXIT |