CIK: 0001903786
申告総資産額
$2.8億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.94% | — | -2.59% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 4.93% | — | -3.54% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.84% | -0.04% | +0.97% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.58% | — | -1.70% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.49% | -0.08% | +0.68% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.26% | +0.66% | +0.57% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.80% | — | +4.67% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.26% | -0.80% | +3.76% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.65% | -0.47% | +0.97% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 2.41% | -0.21% | +0.70% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.19% | +0.24% | — | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.08% | -0.21% | +4.86% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.87% | -0.42% | +2.13% | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.87% | — | — | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.79% | +0.77% | +1.02% | |
| 16 | SUB | Ishares Short-term National | ETF-その他 | 1.72% | — | — | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.72% | — | +15.68% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.71% | — | +5.78% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.61% | — | +0.64% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 1.47% | -0.23% | -0.24% | |
| 21 | TMUS | T-mobile US INC | 株式-通信サービス | 1.28% | -0.21% | +1.58% | |
| 22 | PANW | Palo Alto Networks INC | 株式-IT | 1.15% | — | +1.08% | |
| 23 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.10% | — | +2.44% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.09% | — | +1.70% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.08% | — | +1.31% | |
| 26 | URA | Global X Uranium ETF | ETF-その他 | 1.07% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | — | +1.30% | |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.03% | — | -50.64% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.01% | -0.15% | +145.46% | |
| 30 | CME | Cme Group INC | 株式-金融 | 0.99% | +0.60% | +7.72% | |
| 31 | PGR | Progressive CORP | 株式-金融 | 0.97% | — | +11.98% | |
| 32 | ADBE | Adobe INC | 株式-IT | 0.95% | — | +5.39% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.92% | — | +0.82% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.85% | +0.21% | +1.98% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | — | +0.75% | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.79% | — | +21.97% | |
| 37 | AZO | Autozone INC | 株式-一般消費財 | 0.78% | — | -0.87% | |
| 38 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.77% | -0.14% | -8.89% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.76% | — | — | |
| 40 | ECL | Ecolab INC | 株式-素材 | 0.75% | — | +0.51% | |
| 41 | CDNS | Cadence Design Sys INC | 株式-IT | 0.75% | — | +0.76% | |
| 42 | DE | Deere & Co | 株式-資本財 | 0.75% | — | — | |
| 43 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 0.64% | — | +61.14% | |
| 44 | WCN | Waste Connections INC | 株式-資本財 | 0.63% | — | +1.50% | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.63% | — | -1.36% | |
| 46 | SPGI | S&p Global INC | 株式-金融 | 0.60% | — | +0.51% | |
| 47 | NOW | Servicenow INC | 株式-IT | 0.60% | -0.28% | EXIT | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.59% | — | — | |
| 49 | TDY | Teledyne Technologies INC | 株式-IT | 0.59% | — | -27.23% | |
| 50 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.59% | — | — |