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 | 9.26% | +4.95% | +2.34% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.80% | -0.76% | +2.78% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.67% | -0.89% | +10.83% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.59% | +0.44% | +3.12% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.47% | -0.35% | +8.59% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.38% | -0.64% | +4.33% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.26% | -0.51% | +83.64% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 3.03% | -0.65% | +0.98% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.80% | +0.24% | +40.03% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.58% | +0.37% | +0.77% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.35% | — | +19.46% | |
| 12 | BEN | Franklin Resources INC | 株式-金融 | 2.05% | — | — | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.87% | +0.21% | -0.29% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.76% | -0.27% | -6.56% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.73% | -0.50% | -0.54% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.71% | -1.71% | EXIT | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.61% | — | +7.02% | |
| 18 | AXP | American Express Co | 株式-金融 | 1.60% | -0.39% | -8.49% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.57% | +0.20% | +10.95% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.48% | — | +7.29% | |
| 21 | DE | Deere & Co | 株式-資本財 | 1.44% | +0.17% | +7.06% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 1.22% | — | -3.39% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 1.22% | +0.19% | -3.51% | |
| 24 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.12% | -0.25% | +23.25% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.10% | +0.19% | — | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.07% | +0.08% | +0.29% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.02% | — | +25.44% | |
| 28 | ANET | Arista Networks INC | 株式-IT | 0.98% | — | +36.77% | |
| 29 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.95% | +0.17% | +57.83% | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.87% | — | — | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.87% | +0.35% | +17.35% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.82% | -0.30% | +6.89% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | +1.07% | -6.88% | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.77% | — | +21.01% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.75% | +0.13% | +21.20% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | +20.43% | |
| 37 | FLMI | Franklin Dynamic Municipal B | ETF-その他 | 0.73% | +0.29% | — | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.69% | -0.33% | +6.84% | |
| 39 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.68% | — | -7.49% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.67% | — | — | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | — | +2.37% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | -0.19% | +92.72% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.61% | — | — | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | — | -12.68% | |
| 45 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.60% | +0.17% | +3.71% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.59% | — | — | |
| 47 | BLK | Blackrock INC | 株式-金融 | 0.58% | — | +2.74% | |
| 48 | ROK | Rockwell Automation INC | 株式-資本財 | 0.58% | — | -6.05% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.58% | — | -4.32% | |
| 50 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.57% | +0.23% | +12.76% |