CIK: 0002034519
申告総資産額
$1.5億
| # | 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 9.24% | -12.77% | EXIT | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.92% | — | -38.27% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 5.92% | -0.02% | +19.06% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.22% | -4.48% | EXIT | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 5.11% | -0.83% | -0.39% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.43% | +0.33% | -0.55% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.78% | -0.24% | -1.33% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 3.22% | -0.27% | -0.93% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.17% | -0.26% | -40.66% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.95% | -0.14% | -0.71% | |
| 11 | NOW | Servicenow INC | 株式-IT | 2.89% | -0.62% | -0.60% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 2.86% | +0.41% | -2.18% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.82% | — | +543.69% | |
| 14 | BX | Blackstone INC | 株式-金融 | 2.65% | — | +69.29% | |
| 15 | SNOW | Snowflake INC | 株式-IT | 2.61% | -0.70% | -0.63% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.39% | -0.24% | -39.10% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.20% | — | -28.19% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.19% | -0.29% | -0.35% | |
| 19 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.05% | -0.32% | -1.24% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.84% | +0.46% | -40.04% | |
| 21 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.79% | +0.53% | NEW | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.67% | — | -1.81% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.58% | +0.34% | +1.23% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.46% | -2.90% | EXIT | |
| 25 | IDV | Ishares International Select | ETF-その他 | 1.46% | +1.29% | — | |
| 26 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.37% | +0.63% | NEW | |
| 27 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.34% | -0.14% | — | |
| 28 | MS | Morgan Stanley | 株式-金融 | 1.15% | — | +0.71% | |
| 29 | UBER | Uber Technologies INC | 株式-資本財 | 1.14% | +0.68% | -0.67% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.09% | -0.18% | +326.41% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.91% | -0.30% | EXIT | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.76% | +11.76% | +0.02% | |
| 33 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.66% | -0.17% | EXIT | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.65% | -0.37% | EXIT | |
| 35 | USB | US Bancorp | 株式-金融 | 0.62% | — | +1.50% | |
| 36 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.62% | +0.32% | +0.89% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.58% | — | — | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.51% | — | +0.67% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.49% | — | — | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.45% | +0.57% | +0.21% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | +0.57% | -81.48% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | — | +0.92% | |
| 43 | IYF | Ishares US Financials ETF | ETF-その他 | 0.40% | +0.34% | NEW | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | — | +60.05% | |
| 45 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.30% | -0.21% | EXIT | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.30% | — | -63.84% | |
| 47 | PYPL | Paypal Holdings INC | 株式-金融 | 0.29% | — | +30.17% | |
| 48 | LUV | Southwest Airlines Co | 株式-資本財 | 0.29% | — | — | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.29% | — | -5.82% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.28% | — | -12.43% |