CIK: 0001607866
申告総資産額
$7.2億
| # | 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 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 8.13% | -0.59% | -0.28% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.88% | -0.22% | +3.43% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.38% | -1.07% | +2.54% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.90% | -0.20% | +895.65% | |
| 5 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.16% | +0.01% | -0.08% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.15% | -0.13% | +8.56% | |
| 7 | AMD | Advanced Micro Devices | 株式-IT | 2.88% | -0.02% | +1.32% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.23% | -0.14% | -0.01% | |
| 9 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.17% | — | +2.15% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.14% | — | +6.90% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.93% | +0.57% | +0.75% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.79% | -0.15% | -0.32% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.73% | -0.16% | +0.60% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.69% | +0.03% | +92.76% | |
| 15 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.67% | — | +1.33% | |
| 16 | FDX | Fedex CORP | 株式-資本財 | 1.49% | — | +0.52% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.49% | +0.39% | -1.45% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.48% | — | -1.99% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.43% | — | +0.67% | |
| 20 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.43% | — | -0.82% | |
| 21 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.35% | — | +1.67% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | +0.34% | -1.18% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 1.28% | -0.12% | +1.46% | |
| 24 | VPLS | Vanguard Core-plus Bond ETF | ETF-その他 | 1.24% | — | — | |
| 25 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 1.17% | — | +57.06% | |
| 26 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.14% | -1.18% | +34.88% | |
| 27 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 1.11% | -0.06% | +8.52% | |
| 28 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.00% | — | -0.77% | |
| 29 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.00% | — | +22.89% | |
| 30 | UBER | Uber Technologies INC | 株式-資本財 | 0.99% | -0.13% | +9.43% | |
| 31 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.94% | — | +11.97% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | -0.53% | EXIT | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.91% | -0.31% | +5.78% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 0.90% | -0.04% | — | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.88% | -0.08% | -0.86% | |
| 36 | DGT | Ss Spdr Global Dow ETF | ETF-その他 | 0.87% | +0.12% | +2.25% | |
| 37 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.86% | +0.17% | — | |
| 38 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.84% | — | +24.60% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.83% | +0.12% | -0.63% | |
| 40 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.79% | — | +9.60% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.79% | — | +14.96% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | +0.33% | +1.38% | |
| 43 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.74% | -0.01% | -1.21% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.72% | — | +131.75% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.19% | +10.41% | |
| 46 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 0.69% | — | +24.24% | |
| 47 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.66% | — | -2.23% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.66% | — | +2.75% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.65% | -0.05% | +2.18% | |
| 50 | ENPH | Enphase Energy INC | 株式-IT | 0.63% | — | -3.20% |