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 | 5.94% | — | +0.39% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.69% | -0.08% | +5.65% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.47% | -0.04% | +11.83% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.84% | +0.66% | +0.94% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.69% | -0.47% | +0.16% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.92% | — | -1.15% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.57% | -0.80% | +0.03% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.18% | — | +5.58% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.48% | +0.77% | +11.77% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.34% | -0.23% | -4.17% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.29% | -0.42% | -7.26% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.14% | -0.21% | -2.12% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.92% | -0.21% | -5.60% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.89% | — | +3.24% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.72% | +0.24% | -1.21% | |
| 16 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.60% | — | +0.90% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.54% | — | +0.92% | |
| 18 | ILF | Ishares Latin America 40 ETF | ETF-その他 | 1.52% | +0.41% | +3.61% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.41% | -1.41% | EXIT | |
| 20 | EQWL | Invesco S&p 100 Equal Weight | ETF-その他 | 1.37% | +0.76% | -1.58% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.34% | — | -3.94% | |
| 22 | GS | Goldman Sachs Group INC | 株式-金融 | 1.28% | -0.48% | +0.63% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.13% | -0.15% | -13.94% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.10% | -0.52% | +0.32% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | — | — | |
| 26 | SUB | Ishares Short-term National | ETF-その他 | 1.04% | — | — | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 1.04% | +0.21% | -2.54% | |
| 28 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.03% | — | +15.91% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.92% | — | +0.33% | |
| 30 | HII | Huntington Ingalls Industrie | 株式-資本財 | 0.91% | -0.31% | +0.90% | |
| 31 | PWR | Quanta Services INC | 株式-資本財 | 0.91% | +0.39% | +1.43% | |
| 32 | SNOW | Snowflake INC | 株式-IT | 0.90% | -0.25% | +2.73% | |
| 33 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.87% | — | -5.16% | |
| 34 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.76% | — | — | |
| 35 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.75% | -0.75% | EXIT | |
| 36 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.73% | — | — | |
| 37 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.72% | -0.15% | -0.07% | |
| 38 | GE | General Electric | 株式-資本財 | 0.70% | -0.27% | — | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.70% | — | — | |
| 40 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.67% | -0.14% | -5.05% | |
| 41 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.67% | — | +21.04% | |
| 42 | WDC | Western Digital CORP | 株式-IT | 0.66% | +0.44% | -37.33% | |
| 43 | SOFI | Sofi Technologies INC | 株式-金融 | 0.65% | -0.65% | EXIT | |
| 44 | FIVE | Five Below | 株式-一般消費財 | 0.65% | +0.18% | +24.65% | |
| 45 | XYL | Xylem INC | 株式-資本財 | 0.64% | — | +0.41% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.36% | +2.46% | |
| 47 | PCAR | Paccar INC | 株式-資本財 | 0.61% | +0.28% | — | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.60% | — | +900.27% | |
| 49 | BLK | Blackrock INC | 株式-金融 | 0.59% | — | -19.53% | |
| 50 | TMUS | T-mobile US INC | 株式-通信サービス | 0.59% | -0.21% | -5.72% |