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 | 22.22% | +2.59% | +2.08% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 17.95% | +1.33% | +2.72% | |
| 3 | IOO | Ishares Global 100 ETF | ETF-その他 | 4.37% | +1.51% | +2.91% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.17% | -1.08% | -1.76% | |
| 5 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 4.15% | +0.34% | +1.27% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.14% | -1.22% | -0.52% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.05% | -0.66% | +10.45% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.70% | -0.02% | +0.01% | |
| 9 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 2.47% | -0.09% | +0.06% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.06% | -0.15% | EXIT | |
| 11 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.88% | — | +10.83% | |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.77% | — | -9.26% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.43% | — | — | |
| 14 | NFLX | Netflix INC | 株式-通信サービス | 1.38% | — | -0.04% | |
| 15 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.21% | -0.35% | +9.18% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.14% | — | -1.20% | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 1.13% | — | -2.00% | |
| 18 | PAG | Penske Automotive Group INC | 株式-一般消費財 | 1.04% | — | +0.12% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.01% | — | +10.31% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.95% | -0.14% | +10.86% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.92% | — | -2.22% | |
| 22 | AMD | Advanced Micro Devices | 株式-IT | 0.90% | — | +0.16% | |
| 23 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.77% | -0.72% | +238.25% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | +0.03% | |
| 25 | PANW | Palo Alto Networks INC | 株式-IT | 0.70% | — | — | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.69% | — | — | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.67% | +1.01% | -9.57% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | — | — | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | +0.10% | NEW | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.59% | -0.03% | -2.57% | |
| 31 | QCLN | First Trust Nasdaq Clean Edg | ETF-テック型 | 0.59% | — | +4.55% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.43% | — | +23.62% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.41% | — | +1.30% | |
| 34 | WM | Waste Management INC | 株式-資本財 | 0.41% | +0.12% | NEW | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | +0.12% | NEW | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.39% | — | — | |
| 37 | VFH | Vanguard Financials ETF | ETF-その他 | 0.38% | — | +25.04% | |
| 38 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.38% | — | — | |
| 39 | PEJ | Invesco Leisure & Entertainm | ETF-その他 | 0.38% | — | -0.86% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.37% | — | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | — | +6.03% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.33% | — | — | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.31% | — | -6.61% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | +0.16% | NEW | |
| 45 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.29% | — | +0.43% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.29% | — | — | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | +0.11% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | — | +0.06% | |
| 49 | GS | Goldman Sachs Group INC | 株式-金融 | 0.26% | — | -4.68% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | — |