CIK: 0001975550
申告総資産額
$4.1億
| # | 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 | AAPL | Apple INC | 株式-IT | 5.25% | +1.73% | -0.64% | |
| 2 | CARY | Angel Oak Income ETF | ETF-その他 | 4.21% | -0.05% | +47.83% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.34% | -0.51% | +9.96% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.65% | — | +335.68% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.56% | — | +34.48% | |
| 6 | GIGB | Goldman Sachs Inv Grd CORP | ETF-コモディティ | 2.39% | — | +1.79% | |
| 7 | GTO | Invesco Total Return Bond Et | ETF-その他 | 2.19% | — | -2.26% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.14% | -0.29% | +47.19% | |
| 9 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 1.96% | — | +35.59% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.86% | — | -3.59% | |
| 11 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.83% | -1.53% | +13.00% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.71% | — | +6.23% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.71% | — | +25.52% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.62% | — | — | |
| 15 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.60% | — | +11.36% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.59% | — | -0.45% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.53% | -0.34% | +85.03% | |
| 18 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.50% | — | +56.26% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.42% | — | +13.99% | |
| 20 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 1.40% | +0.11% | +22.07% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.40% | — | +67.78% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.38% | — | -2.08% | |
| 23 | ASML | ASML Holding N.V. | 株式-IT | 1.37% | -0.18% | +75.21% | |
| 24 | CCI | Crown Castle INC | 株式-不動産 | 1.36% | — | -3.56% | |
| 25 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 1.34% | -1.12% | EXIT | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.34% | — | +13.48% | |
| 27 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.34% | +1.33% | NEW | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 1.23% | — | -8.41% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.14% | — | +34.10% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | +16.20% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.09% | — | -0.39% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.08% | +0.13% | +22.68% | |
| 33 | HDB | Hdfc Bank Ltd-adr | 株式-金融 | 1.05% | +0.67% | NEW | |
| 34 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.03% | — | -1.04% | |
| 35 | DXCM | Dexcom INC | 株式-ヘルスケア | 1.03% | — | +719.63% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.02% | — | -22.18% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.01% | +0.51% | +13.71% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.99% | — | -16.88% | |
| 39 | XLE | Ss Energy Select Sector | ETF-その他 | 0.96% | — | +37.43% | |
| 40 | LIN | Linde plc | 株式-素材 | 0.91% | -0.31% | +11.72% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | — | +34.61% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.83% | -0.25% | -4.83% | |
| 43 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.82% | — | -0.77% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | — | +14.66% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.72% | — | +20.73% | |
| 46 | NU | Nu Holdings Ltd. | 株式-金融 | 0.72% | +0.73% | NEW | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.71% | — | +31.91% | |
| 48 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.65% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | — | +3.45% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | +0.15% | -14.18% |