CIK: 0000749763
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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.05% | — | +139.23% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 4.05% | -0.10% | +16.04% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.92% | — | +2.75% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.69% | — | -1.03% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.35% | +0.16% | -7.71% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.88% | +0.39% | +1.36% | |
| 7 | MTBA | Simplify Mbs ETF | ETF-その他 | 2.86% | — | — | |
| 8 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.72% | +0.07% | -12.77% | |
| 9 | SEIE | Sei Select Intl Equity | ETF-その他 | 2.46% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.23% | +0.24% | -2.45% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.77% | +0.19% | +40.54% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.73% | -0.23% | +10.90% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.71% | +0.36% | -3.48% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.70% | +0.91% | -6.23% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.57% | — | +19.47% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.56% | +0.21% | -0.35% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.42% | -0.46% | — | |
| 18 | NFLX | Netflix INC | 株式-通信サービス | 1.26% | +0.14% | -10.31% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.22% | -0.21% | +0.24% | |
| 20 | GSC | Goldman Sachs Small Cap Equi | ETF-コモディティ | 1.21% | — | -0.31% | |
| 21 | LRCX | Lam Research CORP | 株式-IT | 1.21% | — | -12.06% | |
| 22 | CEG | Constellation Energy | 株式-公益事業 | 1.20% | — | -14.10% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.15% | — | -2.81% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.12% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | +0.16% | +55.38% | |
| 26 | ZS | Zscaler INC | 株式-IT | 1.03% | — | -8.18% | |
| 27 | SEEM | Sei Select Em Mrkt Eq | ETF-その他 | 1.02% | — | — | |
| 28 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.99% | — | +1.92% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.95% | — | +3.85% | |
| 30 | CRPT | Ft Skybr Crypt & Dig Econ | ETF-その他 | 0.94% | -0.22% | +3.63% | |
| 31 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.94% | — | -45.55% | |
| 32 | SEIS | Sei Select Small Cap ETF | ETF-中小型株 | 0.93% | — | — | |
| 33 | COF | Capital One Financial CORP | 株式-金融 | 0.92% | — | -4.85% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.92% | — | -6.85% | |
| 35 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.91% | — | +4.04% | |
| 36 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.90% | — | — | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.89% | — | +6.78% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.84% | — | — | |
| 39 | UBER | Uber Technologies INC | 株式-資本財 | 0.82% | — | -5.61% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.81% | +0.30% | +191.72% | |
| 41 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.74% | — | +436.15% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.70% | — | — | |
| 43 | XLF | Ss Financial Select Sector | ETF-その他 | 0.70% | — | +4.73% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.69% | — | — | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.65% | — | -0.86% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | — | |
| 47 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.62% | — | -10.64% | |
| 48 | NDAQ | Nasdaq INC | 株式-金融 | 0.58% | — | -5.17% | |
| 49 | ETHA | Ishares Ethereum Trust ETF | ETF-その他 | 0.57% | — | -16.72% | |
| 50 | SEIM | Sei Qim US Large Cap Momentu | ETF-大型株・グロース | 0.57% | +0.11% | — |