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 | 6.03% | — | -0.02% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.49% | -0.08% | +0.51% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.94% | +0.66% | -3.15% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.77% | -0.04% | -1.62% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.68% | -0.47% | +0.38% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 4.13% | — | +10.49% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.98% | -0.80% | -2.05% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.45% | -0.42% | -1.05% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.44% | — | +9.38% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.43% | -0.23% | -6.58% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.26% | +0.77% | -32.48% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 2.06% | -0.21% | -20.01% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.87% | — | +5.91% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.80% | +0.24% | -0.57% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.62% | -0.21% | -0.45% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.56% | — | -2.25% | |
| 17 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.56% | — | -1.29% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.55% | — | -1.55% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.52% | -0.15% | +30.42% | |
| 20 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 1.45% | +0.41% | +4.17% | |
| 21 | EQWL | Invesco S&p 100 Equal Weight | ETF-その他 | 1.41% | +0.76% | -45.73% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.29% | -1.41% | EXIT | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 1.20% | -0.48% | +1.09% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.13% | -0.52% | -2.55% | |
| 25 | SUB | Ishares Short-term National | ETF-その他 | 1.08% | — | — | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.03% | +0.21% | -1.86% | |
| 27 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.95% | — | — | |
| 28 | SNOW | Snowflake INC | 株式-IT | 0.93% | -0.25% | +42.10% | |
| 29 | PWR | Quanta Services INC | 株式-資本財 | 0.92% | +0.39% | -1.86% | |
| 30 | SOFI | Sofi Technologies INC | 株式-金融 | 0.91% | -0.65% | EXIT | |
| 31 | PGR | Progressive CORP | 株式-金融 | 0.89% | — | -15.82% | |
| 32 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 0.88% | — | — | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | — | — | |
| 34 | CDNS | Cadence Design Sys INC | 株式-IT | 0.84% | — | -2.55% | |
| 35 | BLK | Blackrock INC | 株式-金融 | 0.83% | — | +0.15% | |
| 36 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.82% | — | -4.71% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.80% | — | -13.05% | |
| 38 | HII | Huntington Ingalls Industrie | 株式-資本財 | 0.80% | -0.31% | +29.68% | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 0.79% | — | +343.63% | |
| 40 | TMUS | T-mobile US INC | 株式-通信サービス | 0.76% | -0.21% | -17.25% | |
| 41 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.76% | -0.15% | -1.47% | |
| 42 | WDC | Western Digital CORP | 株式-IT | 0.76% | +0.44% | -37.15% | |
| 43 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.75% | -0.14% | -1.05% | |
| 44 | XYL | Xylem INC | 株式-資本財 | 0.72% | — | -0.97% | |
| 45 | GE | General Electric | 株式-資本財 | 0.71% | -0.27% | -2.82% | |
| 46 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.69% | -0.75% | EXIT | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.63% | — | — | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | +0.36% | -8.16% | |
| 49 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.61% | — | -19.44% | |
| 50 | ECL | Ecolab INC | 株式-素材 | 0.60% | — | -2.17% |