CIK: 0001844108
申告総資産額
$2.8億
| # | 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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 14.32% | +1.33% | +1.41% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.59% | +2.59% | +48.15% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.28% | -0.02% | -0.54% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.43% | -1.08% | +0.06% | |
| 5 | FDX | Fedex CORP | 株式-資本財 | 4.71% | — | +0.56% | |
| 6 | XLF | Ss Financial Select Sector | ETF-その他 | 4.57% | — | +2.70% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.57% | -1.22% | +2.26% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.80% | — | -0.22% | |
| 9 | AMD | Advanced Micro Devices | 株式-IT | 3.00% | — | +2.69% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.25% | -0.66% | +3.77% | |
| 11 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.99% | — | +2.67% | |
| 12 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.83% | — | — | |
| 13 | QCLN | First Trust Nasdaq Clean Edg | ETF-テック型 | 1.58% | — | +8.57% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.56% | +0.34% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.52% | — | -1.93% | |
| 16 | GM | General Motors Co | 株式-一般消費財 | 1.39% | — | +250.42% | |
| 17 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.23% | +1.51% | — | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.23% | — | -60.85% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.15% | +1.01% | -5.21% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 1.12% | — | +0.36% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.10% | — | +16.56% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.08% | — | +5.16% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.06% | — | +2.07% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.97% | -0.09% | -59.88% | |
| 25 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.96% | — | +0.18% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.86% | — | +0.13% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | -0.14% | — | |
| 28 | PAG | Penske Automotive Group INC | 株式-一般消費財 | 0.79% | — | -12.48% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.76% | — | +11.90% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.76% | +0.10% | NEW | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.73% | — | -2.01% | |
| 32 | PEJ | Invesco Leisure & Entertainm | ETF-その他 | 0.68% | — | -16.70% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.64% | — | +9.26% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | — | +64.64% | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.60% | — | — | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.56% | — | — | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.53% | +0.12% | NEW | |
| 38 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.51% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | -0.97% | |
| 40 | VFH | Vanguard Financials ETF | ETF-その他 | 0.49% | — | +17.84% | |
| 41 | AMT | American Tower CORP | 株式-不動産 | 0.49% | — | — | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.45% | — | — | |
| 43 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.44% | — | — | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.42% | +0.12% | NEW | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.42% | -0.03% | — | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | — | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.39% | — | — | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.39% | — | +0.20% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | +0.07% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.36% | — | +0.20% |