CIK: 0001717658
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 | VUG | Vanguard Growth ETF | ETF-その他 | 8.03% | -0.65% | +2.01% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.70% | -0.07% | +4.16% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.19% | -0.11% | -1.62% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.41% | +0.35% | +7.30% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.17% | +0.29% | +0.16% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.09% | -0.23% | -1.28% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.99% | — | -0.31% | |
| 8 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 3.39% | -0.11% | +100.69% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.84% | -0.14% | +2.81% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.78% | -0.04% | -2.82% | |
| 11 | FTCS | First Trust Capital Strength | ETF-その他 | 2.57% | — | +3.98% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.46% | -0.46% | +4.27% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.87% | -0.16% | +1.97% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.69% | -0.29% | -8.14% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.54% | -0.10% | +4.27% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.51% | — | -1.76% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.36% | — | -3.17% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.35% | -0.09% | -4.28% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.33% | — | -18.51% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.25% | -0.06% | -1.21% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | -0.09% | +33.55% | |
| 22 | PYPL | Paypal Holdings INC | 株式-金融 | 1.15% | -0.06% | EXIT | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | -0.10% | +2.41% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.99% | — | +0.23% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | — | +0.27% | |
| 26 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.87% | — | +0.28% | |
| 27 | NFLX | Netflix INC | 株式-通信サービス | 0.83% | — | -5.30% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | — | -7.67% | |
| 29 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.80% | -0.07% | +0.03% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.79% | -0.06% | -0.62% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | -0.08% | -6.40% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.76% | -0.18% | -5.19% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.74% | — | +4.25% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.72% | -0.10% | +5.44% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | — | +3.55% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.67% | — | +0.08% | |
| 37 | AVTR | Avantor INC | 株式-ヘルスケア | 0.62% | — | — | |
| 38 | LIN | Linde plc | 株式-素材 | 0.60% | — | -9.75% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | — | +3.41% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | -0.40% | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | -1.85% | |
| 42 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.57% | — | +3.00% | |
| 43 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.57% | — | -2.15% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.55% | — | — | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.54% | — | +1.28% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.53% | — | +11.79% | |
| 47 | BND | Vanguard Total Bond Market | ETF-その他 | 0.49% | — | +2.53% | |
| 48 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.45% | — | +0.90% | |
| 49 | GIS | General Mills INC | 株式-生活必需品 | 0.44% | — | +3.27% | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.42% | — | -3.17% |