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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 20.92% | +2.59% | +144.45% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 14.88% | +1.33% | +13.38% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.52% | -0.02% | -5.05% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.02% | -1.08% | +3.18% | |
| 5 | XLF | Ss Financial Select Sector | ETF-その他 | 4.32% | — | -5.34% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.22% | -1.22% | +2.05% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.01% | -0.66% | -2.45% | |
| 8 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-その他 | 1.94% | — | — | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.84% | -0.15% | EXIT | |
| 10 | AMD | Advanced Micro Devices | 株式-IT | 1.57% | — | -17.07% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.53% | -0.36% | +1.87% | |
| 12 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.36% | -0.09% | +7.81% | |
| 13 | PM | Philip Morris International | 株式-生活必需品 | 1.32% | — | -3.61% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.23% | +0.34% | -45.91% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.22% | — | +112.67% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.16% | — | +19.18% | |
| 17 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.14% | +1.51% | +3.18% | |
| 18 | QCLN | First Trust Nasdaq Clean Edg | ETF-テック型 | 1.10% | — | -22.33% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.06% | +1.01% | -0.14% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.05% | -0.14% | +3.29% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.04% | — | +0.38% | |
| 22 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.01% | — | -17.64% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.94% | — | +2.16% | |
| 24 | PAG | Penske Automotive Group INC | 株式-一般消費財 | 0.87% | — | -3.72% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.83% | — | +0.24% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.81% | — | -7.32% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | +0.10% | NEW | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.76% | — | -9.46% | |
| 29 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.66% | — | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.62% | — | -8.08% | |
| 31 | PEJ | Invesco Leisure & Entertainm | ETF-その他 | 0.58% | — | -0.96% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.57% | — | — | |
| 33 | WM | Waste Management INC | 株式-資本財 | 0.57% | +0.12% | NEW | |
| 34 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.56% | — | +1.52% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | +0.12% | NEW | |
| 36 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.55% | -0.35% | -10.38% | |
| 37 | VFH | Vanguard Financials ETF | ETF-その他 | 0.51% | — | -23.83% | |
| 38 | AMT | American Tower CORP | 株式-不動産 | 0.50% | — | — | |
| 39 | DVN | Devon Energy CORP | 株式-エネルギー | 0.48% | — | — | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.47% | — | -9.81% | |
| 41 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.46% | — | — | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.43% | — | -19.59% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | — | +91.87% | |
| 44 | GS | Goldman Sachs Group INC | 株式-金融 | 0.41% | — | +93.09% | |
| 45 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.41% | — | — | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.41% | — | — | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | +0.07% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | +0.05% | |
| 49 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.36% | — | -12.38% | |
| 50 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.35% | — | -0.53% |