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 | 4.65% | — | -14.50% | |
| 2 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 3.60% | -0.10% | +2.00% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.28% | — | -0.02% | |
| 4 | MTBA | Simplify Mbs ETF | ETF-その他 | 3.22% | — | +27.50% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.94% | +0.16% | +3.99% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.84% | — | +0.94% | |
| 7 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-その他 | 2.31% | -0.68% | — | |
| 8 | SEIE | Sei Select Intl Equity | ETF-その他 | 2.28% | — | -5.91% | |
| 9 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.18% | +0.07% | +26.39% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.18% | +0.39% | +2.79% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.17% | +0.24% | +0.46% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.10% | — | +450.34% | |
| 13 | LRCX | Lam Research CORP | 株式-IT | 1.76% | — | +12.18% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.71% | — | — | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.69% | -0.23% | +3.75% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.54% | +0.19% | -0.03% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.49% | +0.21% | -1.17% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.47% | — | +1.21% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.32% | -0.21% | -3.78% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.25% | +0.16% | +0.46% | |
| 21 | GSC | Goldman Sachs Small Cap Equi | ETF-コモディティ | 1.22% | — | +1.60% | |
| 22 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-テック型 | 1.09% | -0.24% | — | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.07% | — | +0.33% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.04% | — | +0.42% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.02% | +0.91% | -33.41% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 1.01% | — | +32.95% | |
| 27 | XLE | Ss Energy Select Sector | ETF-その他 | 0.96% | — | +263.65% | |
| 28 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-その他 | 0.95% | — | — | |
| 29 | SEEM | Sei Select Em Mrkt Eq | ETF-その他 | 0.93% | — | -7.92% | |
| 30 | SEIS | Sei Select Small Cap ETF | ETF-中小型株 | 0.88% | — | -0.94% | |
| 31 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.85% | — | -6.84% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.84% | — | +2.41% | |
| 33 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.84% | — | +0.97% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.83% | — | -3.74% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.82% | +0.30% | +19.63% | |
| 36 | COF | Capital One Financial CORP | 株式-金融 | 0.82% | — | +1.76% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.78% | +0.14% | +856.93% | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.77% | — | +8.90% | |
| 39 | IBUF | Innv Id 10 Buffer ETF Qurtly | ETF-その他 | 0.77% | -0.77% | EXIT | |
| 40 | CEG | Constellation Energy | 株式-公益事業 | 0.72% | — | -11.55% | |
| 41 | BUCK | Simplify Treasury Option INC | ETF-政府公債 | 0.71% | -0.26% | — | |
| 42 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-その他 | 0.64% | +0.17% | — | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.64% | — | — | |
| 44 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.63% | — | +1.70% | |
| 45 | DDTD | Innovat Eq Dd 10 Buf Etf-dec | ETF-その他 | 0.63% | — | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.63% | — | +1.36% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.60% | — | +20.50% | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.60% | — | +3.11% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | -2.80% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.58% | -0.46% | -53.43% |