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 | 23.11% | +2.59% | +3.89% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 16.54% | +1.33% | +15.79% | |
| 3 | XLF | Ss Financial Select Sector | ETF-その他 | 4.22% | — | -1.27% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.03% | -1.08% | -4.18% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.41% | -0.15% | EXIT | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.85% | -1.22% | -6.35% | |
| 7 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 2.55% | -0.09% | +17.56% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.49% | -0.02% | -48.19% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.82% | -0.66% | +4.61% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.77% | — | — | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.77% | — | — | |
| 12 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.68% | — | +38.60% | |
| 13 | PM | Philip Morris International | 株式-生活必需品 | 1.53% | — | +7.45% | |
| 14 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-その他 | 1.43% | — | -5.08% | |
| 15 | NFLX | Netflix INC | 株式-通信サービス | 1.36% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.26% | — | — | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.09% | — | +3.32% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.07% | +0.34% | -6.70% | |
| 19 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.00% | +1.51% | -5.14% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.99% | -0.14% | — | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.92% | +1.01% | -0.65% | |
| 22 | PAG | Penske Automotive Group INC | 株式-一般消費財 | 0.88% | — | +0.07% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.85% | — | — | |
| 24 | AMD | Advanced Micro Devices | 株式-IT | 0.79% | — | -14.54% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | +0.10% | NEW | |
| 26 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.69% | -0.35% | +30.28% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | — | -4.88% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.62% | — | -18.27% | |
| 29 | QCLN | First Trust Nasdaq Clean Edg | ETF-テック型 | 0.58% | — | -35.93% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.56% | — | -13.43% | |
| 31 | PANW | Palo Alto Networks INC | 株式-IT | 0.54% | — | — | |
| 32 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.54% | — | -30.75% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.54% | — | -21.53% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | +0.12% | NEW | |
| 35 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.53% | — | — | |
| 36 | WM | Waste Management INC | 株式-資本財 | 0.51% | +0.12% | NEW | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.51% | — | -2.33% | |
| 38 | DVN | Devon Energy CORP | 株式-エネルギー | 0.49% | — | — | |
| 39 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | — | -28.05% | |
| 40 | GS | Goldman Sachs Group INC | 株式-金融 | 0.48% | — | +19.62% | |
| 41 | VFH | Vanguard Financials ETF | ETF-その他 | 0.46% | — | +0.78% | |
| 42 | PEJ | Invesco Leisure & Entertainm | ETF-その他 | 0.45% | — | -10.94% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | -28.56% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.40% | — | — | |
| 45 | AMT | American Tower CORP | 株式-不動産 | 0.38% | — | — | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | +0.11% | |
| 47 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.36% | — | — | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | — | +0.06% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | +0.16% | NEW | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.35% | — | -5.92% |