CIK: 0001800453
申告総資産額
$1.9億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.32% | — | +6.62% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 3.67% | — | +1.95% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.40% | — | +6.09% | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.94% | — | +1.37% | |
| 5 | ✓ | Nikola CORP | 株式-その他 | 2.86% | — | — | |
| 6 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 2.75% | — | -1.71% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.67% | — | +5.99% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.64% | — | +7.56% | |
| 9 | VDE | Vanguard Energy ETF | ETF-その他 | 2.56% | — | +1.70% | |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.30% | — | +0.43% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.27% | — | +1.37% | |
| 12 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 2.18% | — | +2.53% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.04% | — | +1.09% | |
| 14 | GD | General Dynamics CORP | 株式-資本財 | 2.00% | — | -1.60% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.00% | — | -3.27% | |
| 16 | DHR | Danaher CORP | 株式-ヘルスケア | 1.88% | — | +0.63% | |
| 17 | VFH | Vanguard Financials ETF | ETF-その他 | 1.86% | — | +6.77% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.82% | — | +3.90% | |
| 19 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.80% | — | -1.94% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.80% | — | +1.66% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.78% | — | +2012.50% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.77% | — | +3.49% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.73% | — | +4.05% | |
| 24 | PANW | Palo Alto Networks INC | 株式-IT | 1.70% | — | +208.08% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.70% | — | +1.13% | |
| 26 | BILL | Bill Holdings INC | 株式-IT | 1.66% | — | -5.34% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 1.58% | — | -2.86% | |
| 28 | IQLT | Ishares Msci International Q | ETF-その他 | 1.54% | — | +5.12% | |
| 29 | WM | Waste Management INC | 株式-資本財 | 1.46% | — | -13.56% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 1.41% | — | +2.12% | |
| 31 | TXN | Texas Instruments INC | 株式-IT | 1.36% | — | +4.44% | |
| 32 | NOW | Servicenow INC | 株式-IT | 1.35% | — | +2.77% | |
| 33 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.33% | — | +1.95% | |
| 34 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.32% | — | +8.82% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | — | +0.20% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 1.25% | — | +13.09% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.22% | — | -3.24% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 1.22% | — | +12.79% | |
| 39 | CRM | Salesforce INC | 株式-IT | 1.18% | — | +3.51% | |
| 40 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.18% | — | -0.22% | |
| 41 | RUN | Sunrun INC | 株式-IT | 1.15% | — | -26.35% | |
| 42 | AXP | American Express Co | 株式-金融 | 1.14% | — | +3.32% | |
| 43 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.09% | — | +1.14% | |
| 44 | SYK | Stryker CORP | 株式-ヘルスケア | 1.04% | — | -1.27% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.98% | — | +0.15% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.93% | — | -7.28% | |
| 47 | UBER | Uber Technologies INC | 株式-資本財 | 0.86% | — | +3.16% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.86% | — | +3.22% | |
| 49 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 0.67% | — | +10.87% | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.66% | — | +6.53% |