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 | 8.30% | -0.65% | +0.52% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.89% | -0.07% | +2.91% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.04% | -0.11% | -1.60% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.24% | +0.35% | +1.97% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.79% | +0.29% | -4.54% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.24% | -0.23% | +0.53% | |
| 7 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 4.13% | -0.11% | -1.38% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.89% | — | -0.45% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.94% | -0.14% | +1.13% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.80% | -0.04% | -1.50% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.60% | -0.46% | -0.24% | |
| 12 | FTCS | First Trust Capital Strength | ETF-その他 | 2.57% | — | +1.96% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.08% | -0.16% | -0.26% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.63% | -0.29% | +2.48% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.48% | -0.10% | -2.67% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.40% | -0.09% | -4.18% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.39% | — | -1.41% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.31% | -0.09% | +2.24% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.30% | — | +1.79% | |
| 20 | PYPL | Paypal Holdings INC | 株式-金融 | 1.23% | -0.06% | EXIT | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.14% | -0.06% | -3.75% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.10% | +3.27% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.11% | — | -17.67% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.02% | -0.10% | +2.10% | |
| 25 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.92% | -0.07% | — | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.91% | — | -4.06% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | -0.94% | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.85% | — | -0.09% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | — | +1.60% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | -0.08% | -0.09% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.73% | — | -6.40% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.72% | -0.18% | -0.83% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.71% | -0.06% | +0.26% | |
| 34 | AVTR | Avantor INC | 株式-ヘルスケア | 0.71% | — | — | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.69% | — | +1.57% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | — | +2.18% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.62% | — | +0.09% | |
| 38 | LIN | Linde plc | 株式-素材 | 0.57% | — | -0.42% | |
| 39 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.57% | — | +0.74% | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.55% | — | +0.47% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.55% | — | — | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.55% | — | +0.63% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.53% | — | +2.94% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.52% | — | -1.24% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | — | -4.59% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.50% | — | +0.63% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.46% | — | +1.79% | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.44% | — | -2.44% | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.44% | — | -0.49% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | +0.17% | — |