CIK: 0001893327
申告総資産額
$6.1億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 10.61% | -1.95% | -1.07% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.03% | — | -2.63% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.13% | -0.44% | -0.32% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 4.77% | -0.33% | -6.13% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.61% | -0.33% | -0.28% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.92% | -0.19% | -1.13% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.51% | -0.45% | -2.71% | |
| 8 | AMAT | Applied Materials INC | 株式-IT | 3.18% | +1.10% | +0.28% | |
| 9 | BA | Boeing Co/the | 株式-資本財 | 2.38% | -0.07% | -2.69% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.32% | — | -0.71% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 2.28% | +0.35% | +0.01% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.22% | -0.04% | -0.63% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.79% | +0.31% | -1.11% | |
| 14 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.53% | -0.04% | -0.64% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.42% | +0.21% | -4.15% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.38% | -0.14% | — | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.29% | -0.22% | -4.83% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 1.25% | +0.34% | +0.51% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.25% | +0.76% | +34.23% | |
| 20 | DE | Deere & Co | 株式-資本財 | 1.17% | +0.29% | -0.39% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | — | -2.30% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.02% | +0.16% | +13.31% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.98% | — | +0.00% | |
| 24 | ADP | Automatic Data Processing | 株式-IT | 0.98% | -0.24% | -2.60% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | +0.15% | -1.58% | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.96% | +0.20% | +15.41% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | -0.12% | -4.40% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.89% | -0.11% | +12.60% | |
| 29 | CEG | Constellation Energy | 株式-公益事業 | 0.84% | -0.16% | +24.27% | |
| 30 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.82% | -0.11% | -15.89% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.77% | -0.10% | +11.92% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.76% | — | -1.53% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.76% | — | +21.27% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.75% | — | -16.85% | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.70% | -0.08% | -1.47% | |
| 36 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.69% | — | — | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.66% | — | -1.83% | |
| 38 | KLAC | Kla CORP | 株式-IT | 0.64% | +0.18% | — | |
| 39 | BLK | Blackrock INC | 株式-金融 | 0.64% | -0.07% | -4.42% | |
| 40 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.60% | — | -3.49% | |
| 41 | TT | Trane Technologies plc | 株式-資本財 | 0.58% | — | — | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | -1.44% | |
| 43 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.56% | — | -13.46% | |
| 44 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 0.56% | — | +24.98% | |
| 45 | AMT | American Tower CORP | 株式-不動産 | 0.54% | — | -6.25% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | -3.42% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | -0.07% | -2.70% | |
| 48 | SRE | Sempra | 株式-公益事業 | 0.44% | — | — | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.43% | — | +34.17% | |
| 50 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.38% | -0.09% | -1.66% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -0.28% | 減少 |
| 2 | AMAT | Applied Materials INC | +0.6% | +0.28% | 増加 |
| 3 | LLY | Eli Lilly & Co | +0.4% | — | 変化なし |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.3% | +34.23% | 増加 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +102.05% | 増加 |
| 6 | CEG | Constellation Energy | +0.2% | +24.27% | 増加 |
| 7 | SMH | Vaneck Semiconductor ETF | +0.2% | +15.41% | 増加 |
| 8 | CAT | Caterpillar INC | +0.2% | +0.51% | 増加 |
| 9 | CRWD | Crowdstrike Holdings INC - A | +0.2% | +132.95% | 増加 |
| 10 | ANET | Arista Networks INC | +0.2% | +137.04% | 増加 |
| 11 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +13.31% | 増加 |
| 12 | NVDA | Nvidia CORP | +0.1% | +21.27% | 増加 |
| 13 | AIQ | Global X Art Intel & Tech | +0.1% | +24.98% | 増加 |
| 14 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +34.17% | 増加 |
| 15 | PLTR | Palantir Technologies Inc-a | +0.1% | +54.44% | 増加 |
| 16 | WMT | Walmart INC | +0.1% | +0.01% | 増加 |
| 17 | MRK | Merck & Co. INC. | +0.1% | -1.44% | 減少 |
| 18 | TSLA | Tesla INC | +0.1% | +12.60% | 増加 |
| 19 | TMO | Thermo Fisher Scientific INC | +0.1% | -1.47% | 減少 |
| 20 | AMZN | Amazon.com INC | +0.1% | -0.32% | 減少 |
| 21 | AAPL | Apple INC | +0.1% | -1.13% | 減少 |
| 22 | VGT | Vanguard Info Tech ETF | +0.1% | +11.92% | 増加 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -1.58% | 減少 |
| 24 | KLAC | Kla CORP | +0.1% | — | 変化なし |
| 25 | IJR | Ishares Core S&p Small-cap E | +0.1% | +22.18% | 増加 |
| 26 | FDX | Fedex CORP | 0% | — | 変化なし |
| 27 | MGK | Vanguard Mega Cap Growth ETF | 0% | +11.02% | 増加 |
| 28 | GSEW | Goldman Sachs Eql Wght Large | 0% | +58.83% | 増加 |
| 29 | BXSL | Blackstone Secured Lending F | -0.1% | -60.14% | 減少 |
| 30 | TT | Trane Technologies plc | -0.1% | — | 変化なし |
| 31 | ABBV | Abbvie INC | -0.1% | -4.40% | 減少 |
| 32 | CRM | Salesforce INC | -0.1% | -29.36% | 減少 |
| 33 | AMT | American Tower CORP | -0.1% | -6.25% | 減少 |
| 34 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -4.15% | 減少 |
| 35 | BLK | Blackrock INC | -0.1% | -4.42% | 減少 |
| 36 | ORCL | Oracle CORP | -0.2% | -4.54% | 減少 |
| 37 | BA | Boeing Co/the | -0.2% | -2.69% | 減少 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -2.30% | 減少 |
| 39 | JEPQ | JPM Nasdaq Equity Premium | -0.2% | -15.89% | 減少 |
| 40 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -16.85% | 減少 |
| 41 | ADP | Automatic Data Processing | -0.2% | -2.60% | 減少 |
| 42 | COST | Costco Wholesale CORP | -0.2% | -1.11% | 減少 |
| 43 | AVGO | Broadcom INC | -0.3% | -6.13% | 減少 |
| 44 | MSFT | Microsoft CORP | -1.3% | -1.07% | 減少 |
| 45 | GLDM | Spdr Gold Minishares Trust | — | NEW | 新規購入 |
| 46 | XSD | Ss Spdr S&p Semiconductor | — | NEW | 新規購入 |
| 47 | DYNF | Ishrs US E F R A Etf-usd INC | — | NEW | 新規購入 |
| 48 | NUKZ | Range Nuclear Renaissance | — | NEW | 新規購入 |
| 49 | DIS | Walt Disney Co/the | — | EXIT | 全売却 |
| 50 | UL | Unilever PLC | — | EXIT | 全売却 |