CIK: 0001842669
申告総資産額
$3.8億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.00% | -0.30% | +21.35% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.09% | +0.64% | +31.24% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.04% | -0.48% | -1.02% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.02% | -0.45% | +0.65% | |
| 5 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 3.73% | +0.31% | +30.20% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.21% | -0.39% | +5.95% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.08% | -0.65% | -1.62% | |
| 8 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 2.72% | -0.29% | +9.19% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.69% | +0.20% | +6.59% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.68% | -0.23% | +24.26% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.38% | -0.21% | +18.38% | |
| 12 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 2.32% | +0.32% | +27.93% | |
| 13 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.25% | +1.00% | +54.06% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.25% | +0.16% | -1.33% | |
| 15 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 2.08% | — | +58.06% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.07% | +1.48% | +71.40% | |
| 17 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.96% | +0.21% | +25.80% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.87% | +0.18% | +8.20% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.51% | -0.27% | +2.82% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.48% | +0.23% | +28.89% | |
| 21 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.47% | +0.21% | +29.90% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | -0.17% | -1.61% | |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.16% | — | +18.44% | |
| 24 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.14% | +0.08% | +17.49% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | -0.14% | +8.10% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.99% | +0.48% | -9.92% | |
| 27 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.98% | -0.14% | -7.20% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.91% | -0.13% | +8.46% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.88% | -0.11% | -7.36% | |
| 30 | KLAC | Kla CORP | 株式-IT | 0.78% | — | +5.83% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.77% | -0.14% | +9.79% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.76% | +0.08% | +0.25% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.76% | -0.16% | +1.28% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.75% | -0.18% | +2.22% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.74% | — | +0.16% | |
| 36 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.73% | +0.19% | +128.13% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.71% | -0.14% | -0.63% | |
| 38 | FAF | First American Financial | 株式-金融 | 0.70% | — | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.68% | -0.13% | +8.07% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.63% | — | +6.90% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | -4.40% | |
| 42 | BLK | Blackrock INC | 株式-金融 | 0.60% | — | -0.15% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | -1.52% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | +0.13% | |
| 45 | PAYX | Paychex INC | 株式-IT | 0.57% | — | -1.62% | |
| 46 | DE | Deere & Co | 株式-資本財 | 0.56% | — | +3.45% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +3.95% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | +0.22% | +0.07% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | -4.58% | |
| 50 | ITW | Illinois Tool Works | 株式-資本財 | 0.48% | — | -1.76% |