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 | 14.52% | +1.33% | +9.55% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.92% | +2.59% | +39.83% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.47% | -0.02% | +2.89% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.09% | -1.08% | +0.44% | |
| 5 | XLF | Ss Financial Select Sector | ETF-その他 | 4.84% | — | +5.98% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.60% | -1.22% | +2.95% | |
| 7 | FDX | Fedex CORP | 株式-資本財 | 4.23% | — | -1.44% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.94% | — | +4.15% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 2.63% | +0.34% | +88.71% | |
| 10 | AMD | Advanced Micro Devices | 株式-IT | 2.37% | — | +1.99% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.15% | -0.66% | -1.32% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.81% | -0.36% | — | |
| 13 | QCLN | First Trust Nasdaq Clean Edg | ETF-テック型 | 1.52% | — | -0.34% | |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.35% | — | -26.87% | |
| 15 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.23% | -0.09% | +14.77% | |
| 16 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.14% | +1.51% | -6.77% | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 1.14% | — | +1.06% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.11% | +1.01% | — | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.11% | — | — | |
| 20 | GM | General Motors Co | 株式-一般消費財 | 1.02% | — | -2.78% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.02% | — | +0.32% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.95% | — | -9.13% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.92% | — | -7.58% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.92% | — | -2.09% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.88% | -0.14% | — | |
| 26 | T | At&t INC | 株式-通信サービス | 0.81% | — | — | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | +0.10% | NEW | |
| 28 | PAG | Penske Automotive Group INC | 株式-一般消費財 | 0.71% | — | +0.07% | |
| 29 | VFH | Vanguard Financials ETF | ETF-その他 | 0.70% | — | +45.24% | |
| 30 | PEJ | Invesco Leisure & Entertainm | ETF-その他 | 0.69% | — | +0.49% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.69% | — | -5.74% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | +6.11% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | — | -4.92% | |
| 34 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.60% | -0.35% | +105.46% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.56% | — | -6.42% | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.54% | — | — | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.53% | -0.03% | +35.29% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.51% | — | +34.02% | |
| 39 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.51% | — | — | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | +0.12% | NEW | |
| 41 | WM | Waste Management INC | 株式-資本財 | 0.51% | +0.12% | NEW | |
| 42 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.45% | — | — | |
| 43 | DVN | Devon Energy CORP | 株式-エネルギー | 0.45% | — | +23.18% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.43% | — | -25.25% | |
| 45 | AMT | American Tower CORP | 株式-不動産 | 0.42% | — | — | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.42% | — | -8.40% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.41% | — | -7.97% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | — | |
| 49 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.39% | — | +73.06% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | +0.14% | +8.93% |