CIK: 0001807283
申告総資産額
$5.1億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.81% | -0.35% | +20.01% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 7.17% | -0.43% | -1.34% | |
| 3 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 6.77% | — | +3.66% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.16% | +0.21% | +7.69% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.02% | -0.25% | +1.40% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 4.32% | +0.20% | +2.43% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.62% | -0.13% | -2.79% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.59% | -0.03% | +4.59% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.08% | — | +1.84% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.96% | -0.47% | +6.20% | |
| 11 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 2.80% | — | -0.66% | |
| 12 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 2.76% | — | -0.73% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.75% | -0.24% | +2.08% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.57% | -0.20% | +2.87% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.13% | -0.06% | +5.34% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.04% | -0.07% | +22.67% | |
| 17 | AZO | Autozone INC | 株式-一般消費財 | 1.82% | — | +4.47% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.75% | +0.25% | +11.13% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.70% | -0.15% | +5.86% | |
| 20 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.63% | -0.08% | -1.96% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.39% | — | -0.86% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.28% | +0.17% | +4.00% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.23% | — | -1.28% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.15% | — | +11.58% | |
| 25 | CI | THE Cigna Group | 株式-ヘルスケア | 1.07% | — | -1.85% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.07% | — | +5.98% | |
| 27 | DDLS | Wisdmtre Dy Int Smlcap Ef-us | ETF-その他 | 1.07% | — | +5.07% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.03% | — | +1.17% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.89% | +0.16% | +48.67% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.89% | -0.10% | +0.06% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | — | -1.67% | |
| 32 | XLB | Ss Materials Select Sector | ETF-その他 | 0.77% | — | -2.00% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.76% | -0.06% | -1.09% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 0.73% | +0.06% | +39.72% | |
| 35 | GD | General Dynamics CORP | 株式-資本財 | 0.68% | — | +41.03% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.67% | -0.09% | +934.97% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.66% | +0.12% | +20.57% | |
| 38 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.58% | -0.40% | +31.59% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.15% | — | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | — | -6.94% | |
| 41 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.45% | — | +5.41% | |
| 42 | VICI | Vici Properties INC | 株式-不動産 | 0.43% | — | -0.85% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.42% | — | -2.69% | |
| 44 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | — | — | |
| 45 | EBAY | Ebay INC | 株式-一般消費財 | 0.38% | — | -5.01% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.33% | — | -1.15% | |
| 47 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.31% | — | -1.22% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | — | +0.27% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.30% | — | +0.56% | |
| 50 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.27% | -0.04% | -1.31% |