CIK: 0002076068
申告総資産額
$1.2億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 14.86% | +0.29% | +49.00% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 12.63% | -4.06% | -23.51% | |
| 3 | AMD | Advanced Micro Devices | 株式-IT | 10.68% | -0.85% | -0.03% | |
| 4 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 6.95% | -0.27% | -1.99% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.24% | +1.79% | +19.65% | |
| 6 | RVTY | Revvity INC | 株式-ヘルスケア | 4.67% | -0.83% | — | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.58% | +0.57% | -3.35% | |
| 8 | DHR | Danaher CORP | 株式-ヘルスケア | 4.54% | -1.01% | -4.09% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 4.25% | +1.30% | +13.84% | |
| 10 | SYK | Stryker CORP | 株式-ヘルスケア | 3.04% | -0.13% | — | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.07% | +0.91% | +20.32% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.05% | +0.18% | +0.29% | |
| 13 | PANW | Palo Alto Networks INC | 株式-IT | 1.60% | +1.66% | +0.84% | |
| 14 | WM | Waste Management INC | 株式-資本財 | 1.24% | +0.21% | -0.05% | |
| 15 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | ETF-その他 | 1.16% | -0.38% | -13.69% | |
| 16 | DOCS | Doximity Inc-class A | 株式-ヘルスケア | 1.15% | -0.08% | +27.59% | |
| 17 | MRVL | Marvell Technology INC | 株式-IT | 1.10% | +0.01% | -6.94% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.06% | -0.50% | -0.64% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.03% | +0.20% | +7.13% | |
| 20 | SAP | Sap Se-sponsored Adr | 株式-IT | 1.01% | -1.01% | EXIT | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.96% | +0.10% | +3.67% | |
| 22 | CMI | Cummins INC | 株式-資本財 | 0.86% | -0.24% | -2.97% | |
| 23 | DOV | Dover CORP | 株式-資本財 | 0.85% | +0.36% | +5.55% | |
| 24 | ADI | Analog Devices INC | 株式-IT | 0.78% | +0.90% | — | |
| 25 | CARR | Carrier Global CORP | 株式-資本財 | 0.77% | +0.09% | -1.49% | |
| 26 | VLTO | Veralto CORP | 株式-資本財 | 0.75% | -0.16% | -11.64% | |
| 27 | FTV | Fortive CORP | 株式-IT | 0.69% | +0.02% | — | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | +0.52% | +158.27% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.60% | -0.60% | EXIT | |
| 30 | LIN | Linde plc | 株式-素材 | 0.58% | -0.34% | -25.74% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.57% | -0.21% | -7.35% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | +0.21% | +3.01% | |
| 33 | SWKS | Skyworks Solutions INC | 株式-IT | 0.52% | -0.01% | — | |
| 34 | UDEC | Innovator U.s. Equity Ultra | ETF-その他 | 0.42% | — | -91.88% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | — | |
| 36 | D | Dominion Energy INC | 株式-公益事業 | 0.40% | +0.35% | +11.77% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.31% | -0.02% | -2.57% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | -0.01% | — | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | -0.26% | EXIT | |
| 40 | F | Ford Motor Co | 株式-一般消費財 | 0.26% | -0.26% | EXIT | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | — | |
| 42 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.23% | +0.03% | +96.79% | |
| 43 | LUMN | Lumen Technologies INC | 株式-通信サービス | 0.22% | +0.25% | +6850.00% | |
| 44 | ED | Consolidated Edison INC | 株式-公益事業 | 0.22% | — | -14.83% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.22% | -0.03% | -1.84% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.21% | -0.21% | EXIT | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | -0.20% | EXIT | |
| 48 | HO1 | Hologic INC | 株式-その他 | 0.19% | -0.19% | EXIT | |
| 49 | UHS | Universal Health Services-b | 株式-ヘルスケア | 0.19% | -0.19% | EXIT | |
| 50 | ZJUN | Innova Eqty Def Prot 1yr Jun | ETF-その他 | 0.19% | — | — |