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 | 21.72% | +2.59% | +1.98% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 18.18% | +1.33% | +3.10% | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 4.41% | +0.34% | +2.15% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.32% | -1.08% | +0.94% | |
| 5 | IOO | Ishares Global 100 ETF | ETF-その他 | 4.14% | +1.51% | -0.02% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.07% | -1.22% | +6.12% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.86% | -0.66% | -2.12% | |
| 8 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 2.76% | -0.09% | +8.63% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.58% | -0.02% | -1.40% | |
| 10 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.82% | — | +5.55% | |
| 11 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.68% | — | +0.18% | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 1.55% | — | +0.88% | |
| 13 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.37% | -0.35% | +16.09% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.35% | -0.15% | EXIT | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.25% | — | — | |
| 16 | AMD | Advanced Micro Devices | 株式-IT | 1.15% | — | +3.39% | |
| 17 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.09% | — | +9.03% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.08% | -0.03% | +85.80% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | — | — | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 0.99% | — | +0.67% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.90% | -0.14% | +5.36% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.88% | — | +0.61% | |
| 23 | PANW | Palo Alto Networks INC | 株式-IT | 0.86% | — | +12.94% | |
| 24 | PAG | Penske Automotive Group INC | 株式-一般消費財 | 0.86% | — | +0.14% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | — | +11.40% | |
| 26 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.68% | -0.72% | — | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.64% | +0.10% | NEW | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | — | +174.59% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.60% | — | — | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.58% | +1.01% | -9.81% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | -27.10% | |
| 32 | VFH | Vanguard Financials ETF | ETF-その他 | 0.46% | — | +22.17% | |
| 33 | WM | Waste Management INC | 株式-資本財 | 0.44% | +0.12% | NEW | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | — | +98.52% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.42% | — | +7.34% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.40% | — | -2.35% | |
| 37 | QCLN | First Trust Nasdaq Clean Edg | ETF-テック型 | 0.40% | — | -21.16% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.39% | — | -1.91% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | +62.33% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.36% | — | — | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | +0.12% | NEW | |
| 42 | PEJ | Invesco Leisure & Entertainm | ETF-その他 | 0.35% | — | -3.60% | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.35% | — | — | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.33% | — | +60.45% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.30% | — | -12.61% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.29% | +0.17% | +66.02% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.28% | — | -4.71% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.28% | — | — | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | +8.37% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.27% | — | +39.90% |