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 | 39.80% | -2.56% | +5.66% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 25.63% | +0.53% | +4.30% | |
| 3 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.76% | +2.44% | +14.18% | |
| 4 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.80% | -3.75% | EXIT | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 3.11% | — | -3.12% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.73% | +3.21% | +10.23% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.51% | -0.76% | +2.80% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.09% | -0.50% | +4.91% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.93% | -0.05% | +0.30% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.73% | -0.66% | +2.61% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.48% | -0.13% | +0.11% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.19% | -0.73% | +5.45% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.14% | -0.27% | +6.01% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.36% | +3.64% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 0.95% | -0.45% | +2.34% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.88% | -0.62% | +9.03% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.82% | -0.28% | +0.13% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.60% | -0.01% | -0.06% | |
| 19 | GS | Goldman Sachs Group INC | 株式-金融 | 0.50% | -0.06% | +12.91% | |
| 20 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.43% | +0.04% | +18.91% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | -0.46% | EXIT | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.37% | -0.07% | -0.47% | |
| 23 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.37% | -0.03% | +0.13% | |
| 24 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.36% | -0.37% | EXIT | |
| 25 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.33% | -0.04% | +2.76% | |
| 26 | PANW | Palo Alto Networks INC | 株式-IT | 0.29% | -0.26% | EXIT | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.11% | -0.37% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.25% | -0.26% | EXIT | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | +0.04% | -0.72% |