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 | 15.93% | — | +6.97% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 12.95% | -2.87% | +0.07% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 12.38% | — | +12.29% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 6.90% | — | — | |
| 5 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 5.83% | -0.32% | +8.00% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.56% | — | +19.60% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.02% | — | +2.69% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.82% | -0.33% | -42.33% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.35% | -3.61% | -7.56% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.98% | -0.28% | -0.12% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.85% | +2.14% | +13.48% | |
| 12 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 2.74% | +1.35% | -19.87% | |
| 13 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 2.64% | — | -18.85% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.03% | — | +6.95% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.40% | — | -0.20% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.40% | -0.22% | +8.75% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.08% | +6.94% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 0.73% | -0.16% | +81.82% | |
| 19 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.60% | — | -0.80% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | -0.06% | -27.75% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | — | +395.53% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.49% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | +2.58% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | -5.56% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | -0.07% | -6.67% | |
| 26 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.30% | — | +9.07% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.28% | — | -0.37% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | +55.77% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | +3.56% | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 0.24% | — | -5.09% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.21% | — | -31.40% | |
| 32 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.19% | — | +1.17% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.18% | — | -23.45% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.17% | — | +3.27% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.16% | — | -26.30% | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.16% | — | +1.73% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.15% | — | +4.53% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | — | +14.77% | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.14% | — | +45.67% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.14% | — | +55.48% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.13% | — | -20.71% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.13% | — | +2.60% | |
| 43 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.13% | — | +3.06% | |
| 44 | CLX | Clorox Company | 株式-生活必需品 | 0.11% | — | — | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.11% | — | +25.56% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.11% | — | +3.17% | |
| 47 | FAS | Dirx Dly Finacial B3x Etf-ui | ETF-その他 | 0.11% | — | — | |
| 48 | SYK | Stryker CORP | 株式-ヘルスケア | 0.11% | — | +5.42% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.10% | — | -10.87% | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.10% | — | +2.83% |