CIK: 0001815123
申告総資産額
$6.8億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 11.39% | — | -45.48% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.12% | -0.28% | +39.87% | |
| 3 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 6.52% | — | -23.51% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.11% | — | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.80% | -2.87% | -12.98% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.61% | — | +21.70% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.48% | +1.35% | +7.57% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 4.06% | -0.22% | +5.54% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 3.36% | -0.32% | -46.85% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.95% | — | +7.70% | |
| 11 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.85% | — | -7.21% | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 2.82% | — | -3.25% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.74% | -0.08% | +8808.71% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.52% | -0.16% | -0.60% | |
| 15 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.35% | +2.14% | +41.97% | |
| 16 | F | Ford Motor Co | 株式-一般消費財 | 2.05% | — | -45.40% | |
| 17 | WFC | Wells Fargo & Co | 株式-金融 | 1.66% | — | -2.37% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 1.64% | — | +24.03% | |
| 19 | AAL | American Airlines Group INC | 株式-資本財 | 1.60% | — | +0.49% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.38% | — | +6.27% | |
| 21 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.31% | — | — | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.17% | -0.06% | -54.76% | |
| 23 | AMD | Advanced Micro Devices | 株式-IT | 1.14% | — | -6.78% | |
| 24 | 0VVB | Paramount Global-class B | 株式-その他 | 1.11% | — | +5.01% | |
| 25 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.89% | — | -0.58% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.86% | — | +90.36% | |
| 27 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.70% | — | +3.16% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | +33.76% | |
| 29 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.50% | +1.35% | -3.41% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | +51.57% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.38% | — | +142.32% | |
| 32 | CLH | Clean Harbors INC | 株式-資本財 | 0.36% | — | — | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.36% | — | +1.53% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.35% | — | +181.26% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | -0.07% | +12.84% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | — | +12.69% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.34% | -0.33% | -2.27% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.34% | — | -0.56% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | — | +87.18% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.33% | — | -2.75% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.32% | — | +18.94% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.29% | — | +32.91% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.28% | — | +0.39% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | — | -1.89% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.27% | — | -42.37% | |
| 46 | VTRS | Viatris INC | 株式-ヘルスケア | 0.27% | — | -1.08% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.25% | — | +108.26% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | — | +31.40% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.22% | — | +9.20% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.21% | — | +0.53% |