CIK: 0001908617
申告総資産額
$1.9億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.98% | +0.20% | -12.61% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 11.18% | +0.29% | +2743.98% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 10.00% | +0.32% | -11.06% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 9.30% | — | +116.00% | |
| 5 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 7.76% | -0.10% | +9.52% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 7.09% | -0.15% | -24.63% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.03% | -0.15% | +2.54% | |
| 8 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 5.68% | -0.58% | +12.82% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.39% | +0.25% | -3.93% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.87% | +0.30% | +63.59% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.80% | +0.05% | +61.81% | |
| 12 | BUYW | Main Buywrite ETF | ETF-その他 | 2.63% | +0.02% | — | |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 2.55% | -0.04% | +114.52% | |
| 14 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.82% | +0.18% | +21.42% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.76% | +0.08% | +16.81% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.48% | -0.28% | -2.16% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.41% | -0.25% | -3.01% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | -10.08% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | -0.10% | -16.39% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | -0.08% | -15.13% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | — | -10.94% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | — | -4.88% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.35% | — | -12.12% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.33% | -0.41% | -9.71% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | -15.25% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.29% | — | -4.81% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.29% | — | — | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | -0.09% | -12.48% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | — | +19.33% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | -0.08% | -10.98% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.24% | — | -12.26% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.21% | — | -22.37% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.21% | — | -7.15% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.21% | — | +9.80% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.21% | -0.12% | EXIT | |
| 36 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.20% | — | -9.16% | |
| 37 | CB | Chubb Limited | 株式-金融 | 0.20% | — | -10.29% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | — | +3.31% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.20% | — | +5.90% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.19% | — | -4.56% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.19% | — | — | |
| 42 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.19% | +0.10% | NEW | |
| 43 | INTU | Intuit INC | 株式-IT | 0.18% | — | -5.70% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | — | -6.24% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | — | — | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.18% | — | — | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.17% | — | -2.65% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | — | -1.40% | |
| 49 | BBVA | Banco Bilbao Vizcaya-sp Adr | 株式-金融 | 0.07% | — | — | |
| 50 | TELFY | Telefonica Sa-spon Adr | 株式-その他 | 0.04% | — | — |