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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 18.21% | — | +34.48% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 15.11% | -2.87% | +33.51% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 13.60% | — | — | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 7.41% | -0.32% | +0.33% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.30% | — | +2.91% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.48% | -0.28% | +4.76% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.37% | -3.61% | — | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 4.06% | — | +2998.03% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.71% | -0.33% | -10.22% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.40% | — | +4.48% | |
| 11 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 2.21% | — | +1461.48% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.20% | — | -2.59% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.45% | -0.22% | +5.62% | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 1.40% | +2.61% | NEW | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.86% | -0.06% | +0.06% | |
| 16 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.77% | — | +956.20% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | -0.08% | +22.55% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | -0.07% | -90.99% | |
| 19 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 0.53% | — | -9.90% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | -3.89% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | +2.65% | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 0.45% | — | -0.29% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.37% | — | -15.23% | |
| 24 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.35% | — | -2.11% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 0.34% | — | +0.36% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.31% | +2.14% | -95.31% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.31% | — | +34.79% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | — | +0.65% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | +15.16% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.25% | — | +15.88% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.24% | — | -0.65% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | — | +0.04% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.23% | — | +0.36% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.20% | — | +0.47% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.20% | -0.16% | +26.97% | |
| 36 | PKB | Invesco Building & Construct | ETF-その他 | 0.19% | — | -91.65% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.18% | — | -17.35% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | — | +5.48% | |
| 39 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.17% | — | +0.36% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.17% | — | +0.22% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.17% | — | -46.96% | |
| 42 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.16% | — | — | |
| 43 | CLX | Clorox Company | 株式-生活必需品 | 0.15% | — | +0.04% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | — | +9.05% | |
| 45 | AXP | American Express Co | 株式-金融 | 0.14% | — | +0.17% | |
| 46 | ARKK | Ark Innovation ETF | ETF-その他 | 0.13% | — | — | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.13% | — | -5.08% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.13% | — | +1.62% | |
| 49 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.13% | — | +1.71% | |
| 50 | SYK | Stryker CORP | 株式-ヘルスケア | 0.12% | — | — |