CIK: 0001963794
申告総資産額
$6559.3万
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 17.80% | — | -10.45% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.37% | — | -7.69% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.26% | — | -0.94% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.57% | — | -0.12% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.68% | — | -17.11% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.19% | — | -13.13% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.86% | — | -2.44% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.73% | — | -0.50% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.71% | — | -1.68% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.50% | — | -1.82% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.90% | — | -17.15% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.80% | — | -3.19% | |
| 13 | UAUG | Innovator U.s. Equity Ultra | ETF-その他 | 2.50% | — | -14.55% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.27% | — | -4.35% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.07% | — | -1.06% | |
| 16 | SUB | Ishares Short-term National | ETF-その他 | 2.04% | — | -1.06% | |
| 17 | ROK | Rockwell Automation INC | 株式-資本財 | 1.95% | — | — | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.87% | — | +4.19% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.84% | — | -7.57% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.79% | — | -2.25% | |
| 21 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.50% | — | -1.30% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.40% | — | -0.83% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.19% | — | -2.07% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.92% | — | +0.49% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.90% | — | +4.81% | |
| 26 | CNMD | Conmed CORP | 株式-その他 | 0.75% | — | — | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.70% | — | -0.67% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.62% | — | — | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.59% | — | +0.69% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.54% | — | — | |
| 31 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 0.53% | — | -3.73% | |
| 32 | AMD | Advanced Micro Devices | 株式-IT | 0.52% | — | — | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.52% | — | +0.88% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | -17.75% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.51% | — | +11.97% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.49% | — | +0.54% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | — | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.44% | — | — | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.44% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | — | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | — | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | — | -7.24% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | — | |
| 44 | TELLEUR | Tellurian INC | 株式-その他 | 0.05% | — | — |