CIK: 0001918707
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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 32.97% | -2.56% | +69.27% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 17.67% | +0.53% | +10.34% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 15.53% | -0.07% | — | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 7.70% | — | +6.68% | |
| 5 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 5.25% | — | -34.66% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.98% | -0.05% | -0.02% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.75% | -0.50% | +1.81% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.83% | -0.66% | +1.12% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.76% | -0.13% | -0.12% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 1.21% | -0.45% | +0.77% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.11% | -25.25% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 0.89% | +0.04% | +0.75% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.85% | -0.28% | +4.40% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | -0.36% | +0.52% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.82% | -0.76% | +0.37% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.81% | -0.01% | +0.39% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.61% | -3.75% | EXIT | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | -0.73% | +6.90% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | -0.62% | +2.05% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | -0.27% | +31.40% | |
| 21 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.44% | -0.03% | -25.75% | |
| 22 | WM | Waste Management INC | 株式-資本財 | 0.43% | — | -5.29% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | -0.46% | EXIT | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.38% | — | -72.98% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | +14.28% | |
| 26 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.34% | -0.04% | — | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.23% | — | +4.01% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.23% | — | -27.77% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.22% | — | — | |
| 30 | DE | Deere & Co | 株式-資本財 | 0.20% | — | -1.01% |