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 | 6.50% | — | +0.88% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.00% | -0.08% | +19.64% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.43% | +0.66% | +461.28% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.77% | -0.04% | +3.40% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.71% | -0.47% | +58.68% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.39% | — | -1.79% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.25% | — | -15.56% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.19% | -0.80% | +3.51% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.28% | -0.21% | -3.00% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 2.26% | -0.21% | +3.74% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.07% | — | +128.43% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.03% | +0.24% | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.98% | -0.42% | +5.30% | |
| 14 | URA | Global X Uranium ETF | ETF-その他 | 1.97% | — | +109.13% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.78% | +0.77% | +5.46% | |
| 16 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.77% | — | +0.96% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.74% | — | +11.87% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.72% | — | +2.13% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.48% | -0.23% | +0.81% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.48% | — | -2.09% | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 1.43% | — | -1.30% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.25% | — | -19.74% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.21% | -0.15% | +2.73% | |
| 24 | TMUS | T-mobile US INC | 株式-通信サービス | 1.14% | -0.21% | +3.50% | |
| 25 | PGR | Progressive CORP | 株式-金融 | 1.13% | — | +6.82% | |
| 26 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.02% | — | +6.81% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.99% | — | +37.05% | |
| 28 | MU | Micron Technology INC | 株式-IT | 0.95% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.92% | — | -10.93% | |
| 30 | CME | Cme Group INC | 株式-金融 | 0.88% | +0.60% | +3.17% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.87% | — | +1.63% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.86% | +0.21% | +213.85% | |
| 33 | AZO | Autozone INC | 株式-一般消費財 | 0.85% | — | +6.16% | |
| 34 | ECL | Ecolab INC | 株式-素材 | 0.80% | — | +8.26% | |
| 35 | CDNS | Cadence Design Sys INC | 株式-IT | 0.79% | — | +8.30% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.78% | — | +15.55% | |
| 37 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 0.74% | — | +5.48% | |
| 38 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.72% | — | +144.06% | |
| 39 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.72% | — | — | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | — | -0.10% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.69% | — | -10.87% | |
| 42 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.69% | — | — | |
| 43 | DE | Deere & Co | 株式-資本財 | 0.68% | — | +5.14% | |
| 44 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.68% | — | — | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | — | -10.95% | |
| 46 | XYL | Xylem INC | 株式-資本財 | 0.64% | — | — | |
| 47 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.64% | -0.14% | -4.88% | |
| 48 | WCN | Waste Connections INC | 株式-資本財 | 0.63% | — | +2.77% | |
| 49 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.63% | -0.15% | +121.99% | |
| 50 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.62% | — | +7.72% |