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 | 40.58% | -2.56% | +25.37% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 23.54% | +0.53% | +1.36% | |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 7.68% | +2.44% | — | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 3.87% | — | -58.13% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.83% | -0.05% | -0.34% | |
| 6 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 2.73% | — | -29.67% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.61% | -0.07% | -76.11% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.43% | -0.50% | -0.59% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.86% | -0.66% | -1.48% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.69% | -0.13% | -1.03% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.29% | -3.75% | EXIT | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 1.01% | -0.45% | -0.38% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 0.91% | -0.76% | +1.22% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.90% | -0.28% | -1.14% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | -0.73% | +0.15% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | -0.36% | -1.94% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | -0.01% | -0.36% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | +0.04% | -1.43% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.11% | -2.93% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | -0.27% | -1.13% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | -0.62% | -1.90% | |
| 22 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.43% | -0.03% | +0.41% | |
| 23 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.35% | — | +35.81% | |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.33% | -0.04% | +2.76% |