CIK: 0002059571
申告総資産額
$2.1億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 10.42% | +4.95% | -11.50% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 6.36% | -0.76% | +3.76% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.09% | -0.89% | +0.83% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.97% | +0.44% | +6.17% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.65% | -0.64% | -3.76% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.45% | -0.35% | +86.23% | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 3.42% | -0.65% | +0.20% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.65% | +0.37% | +2.44% | |
| 9 | BEN | Franklin Resources INC | 株式-金融 | 2.29% | — | — | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.24% | +0.24% | +14.12% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | — | +1.92% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.12% | +0.21% | -4.13% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.12% | -0.27% | -44.41% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.02% | -0.50% | +3.24% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.00% | -0.51% | +322.16% | |
| 16 | AXP | American Express Co | 株式-金融 | 1.81% | -0.39% | +0.58% | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.71% | — | +9.93% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.63% | +0.20% | +23.71% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.55% | — | +8.65% | |
| 20 | DE | Deere & Co | 株式-資本財 | 1.52% | +0.17% | +1.46% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 1.39% | — | -0.95% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 1.28% | -0.30% | +0.71% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 1.21% | +0.19% | +1.14% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | +0.19% | — | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.14% | +0.08% | +1.62% | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 1.02% | — | — | |
| 27 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.99% | — | +1.53% | |
| 28 | ANET | Arista Networks INC | 株式-IT | 0.92% | — | -1.33% | |
| 29 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.87% | +0.35% | +7.64% | |
| 30 | BBBY | Bed Bath & Beyond INC | 株式-その他 | 0.83% | — | — | |
| 31 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.82% | -0.25% | +2.10% | |
| 32 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.81% | — | +2.35% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.80% | — | +0.11% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.79% | — | +4.48% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | +0.13% | +3.09% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.75% | — | +4.74% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.71% | +1.07% | +7.53% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | — | +1.74% | |
| 39 | BLK | Blackrock INC | 株式-金融 | 0.71% | — | +1.63% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | +2.94% | |
| 41 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.70% | +0.23% | +2.73% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.70% | -0.20% | EXIT | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.70% | — | — | |
| 44 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.69% | +0.17% | +20.04% | |
| 45 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.68% | +0.17% | +2.83% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.68% | — | — | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.67% | -0.33% | +5.23% | |
| 48 | ROK | Rockwell Automation INC | 株式-資本財 | 0.64% | — | +4.89% | |
| 49 | GS | Goldman Sachs Group INC | 株式-金融 | 0.59% | — | +1.74% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | — |