CIK: 0002066488
申告総資産額
$4.8億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 25.65% | +0.65% | +17.32% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 24.74% | -0.33% | +14.47% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 12.88% | — | +16.79% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 12.15% | +2.33% | +22.22% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 8.28% | +0.72% | +17.94% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 1.21% | -0.92% | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.42% | +2045.21% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 0.91% | -0.11% | +541.08% | |
| 9 | AAPL | Apple INC | 株式-IT | 0.75% | -0.06% | +645.40% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | -0.51% | EXIT | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | — | +707.58% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.33% | -0.33% | EXIT | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.31% | -0.23% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | — | +320.26% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.25% | -0.12% | — | |
| 16 | JANT | Allianzim US Eq Bffr10 Jn-us | ETF-その他 | 0.23% | — | +136.70% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.23% | -0.15% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | — | |
| 20 | SIXF | Allian US Equ 6 Mon Bu10-usd | ETF-その他 | 0.22% | — | +139.85% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.22% | -0.22% | EXIT | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | — | — | |
| 23 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.21% | -0.13% | — | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.20% | — | — | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 0.20% | -0.13% | — | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.19% | -0.10% | — | |
| 27 | JULU | Allianzim US Bf15 Uncap Jul | ETF-その他 | 0.19% | — | +136.81% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.19% | -0.12% | — | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.18% | -0.09% | — | |
| 30 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.18% | -0.18% | EXIT | |
| 31 | DECT | Allianzim US Eq Bffr10 Dc-us | ETF-その他 | 0.18% | — | +133.27% | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.18% | -0.18% | EXIT | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.17% | — | — | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.16% | -0.16% | EXIT | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.15% | -0.15% | EXIT | |
| 36 | DECU | Allianzim US Bf15 Uncap Dec | ETF-その他 | 0.15% | — | +135.99% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.14% | — | — | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.13% | — | — | |
| 39 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.13% | -0.13% | EXIT | |
| 40 | NUE | Nucor CORP | 株式-素材 | 0.13% | -0.13% | EXIT | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.12% | — | — | |
| 42 | AKRE | Akre Focus ETF | ETF-その他 | 0.12% | -0.12% | EXIT | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | — | — | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.11% | — | — | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.11% | -0.11% | EXIT | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.10% | -0.10% | EXIT | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.10% | — | — | |
| 48 | RTX | Rtx CORP | 株式-資本財 | 0.10% | — | — | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.10% | -0.10% | EXIT | |
| 50 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-その他 | 0.10% | — | +137.99% |