CIK: 0001934500
申告総資産額
$1.7億
| # | 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 | 7.45% | +0.23% | +528.01% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 6.06% | +0.67% | +12.42% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.87% | +0.97% | +253.31% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.38% | +1.00% | +5.55% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.54% | — | +5.03% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.11% | +0.47% | — | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.90% | +0.50% | +3.63% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.79% | +1.21% | -12.63% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.00% | +0.45% | +9.16% | |
| 10 | T | At&t INC | 株式-通信サービス | 1.74% | -0.15% | -1.85% | |
| 11 | NFLX | Netflix INC | 株式-通信サービス | 1.71% | -0.16% | -2.65% | |
| 12 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.63% | — | +4.02% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.50% | +0.86% | -9.32% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 1.45% | — | +1.58% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.41% | -0.15% | -11.68% | |
| 16 | CRM | Salesforce INC | 株式-IT | 1.33% | — | +4.22% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 1.31% | — | +14.86% | |
| 18 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.28% | — | +3.67% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.26% | +0.27% | +3.82% | |
| 20 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.26% | — | +23.51% | |
| 21 | PGX | Invesco Preferred ETF | ETF-その他 | 1.24% | — | -2.37% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.20% | +0.43% | +13.21% | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.14% | — | +2.74% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 1.13% | — | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | — | — | |
| 26 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 1.09% | — | +1.39% | |
| 27 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 1.08% | — | +4.88% | |
| 28 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.04% | — | +1.02% | |
| 29 | INTC | Intel CORP | 株式-IT | 1.00% | +0.73% | -13.45% | |
| 30 | C | Citigroup INC | 株式-金融 | 0.90% | — | +6.62% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.89% | +0.24% | +2.53% | |
| 32 | MO | Altria Group INC | 株式-生活必需品 | 0.84% | — | -9.02% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.80% | +0.31% | +33.41% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.79% | — | +11.12% | |
| 35 | AAL | American Airlines Group INC | 株式-資本財 | 0.72% | +0.18% | +5.06% | |
| 36 | SPEU | State Street Spdr Portfolio | ETF-その他 | 0.70% | — | +5.94% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | +27.14% | |
| 38 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.68% | — | -34.11% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | +13.51% | |
| 40 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.67% | — | +16.99% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | +0.26% | +24.72% | |
| 42 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.63% | — | -15.93% | |
| 43 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.62% | — | +29.97% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.61% | — | +12.10% | |
| 45 | DAL | Delta Air Lines INC | 株式-資本財 | 0.61% | — | +3.67% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.61% | — | -1.80% | |
| 47 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.60% | — | +9.90% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | -0.11% | -19.12% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.60% | — | +59.73% | |
| 50 | ALK | Alaska Air Group INC | 株式-資本財 | 0.59% | — | -1.70% |