CIK: 0001835669
申告総資産額
$1.5億
| # | 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 | 6.62% | -0.24% | +0.70% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 6.24% | +0.07% | +5.45% | |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 4.22% | — | +1.55% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.95% | — | -0.06% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.52% | — | +0.47% | |
| 6 | ROBO | Robo Global Robotics And Aut | ETF-その他 | 3.10% | — | +3.60% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.88% | -0.53% | +5.10% | |
| 8 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 2.81% | — | +19.84% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.81% | — | +0.69% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.67% | — | +2.10% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.67% | -0.15% | -1.38% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.65% | — | +0.52% | |
| 13 | SNSR | Global X Internet Of Things | ETF-その他 | 2.52% | — | +0.54% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.38% | — | — | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.33% | — | -1.82% | |
| 16 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 2.25% | — | +4.80% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.94% | -0.62% | +0.53% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.87% | -0.11% | +0.11% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.77% | -0.16% | EXIT | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.63% | -0.11% | +2.54% | |
| 21 | PGX | Invesco Preferred ETF | ETF-その他 | 1.58% | — | +7.11% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.41% | — | -0.94% | |
| 23 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.23% | -0.21% | — | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.21% | — | +38.42% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.17% | — | -1.61% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.12% | — | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.11% | — | +12.95% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | +0.18% | +5.36% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.96% | -0.22% | +246.23% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.95% | — | -1.71% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | -0.08% | +5.42% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | -17.44% | |
| 33 | DAL | Delta Air Lines INC | 株式-資本財 | 0.86% | — | -6.46% | |
| 34 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.85% | -0.14% | +1.61% | |
| 35 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.81% | — | -0.24% | |
| 36 | MVV | Proshares Ultra Midcap400 | ETF-その他 | 0.69% | — | -7.60% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.64% | — | -2.10% | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.63% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | — | |
| 40 | KR | Kroger Co | 株式-生活必需品 | 0.57% | +0.14% | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | -0.03% | +7.21% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.55% | +0.25% | +0.91% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.50% | — | -4.50% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | — | — | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | — | +12.50% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.49% | — | — | |
| 47 | GE | General Electric | 株式-資本財 | 0.48% | — | — | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.46% | — | -3.49% | |
| 49 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.45% | — | +10.53% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.43% | — | -4.32% |