CIK: 0001847343
申告総資産額
$2.0億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 4.97% | — | -9.84% | |
| 2 | PANW | Palo Alto Networks INC | 株式-IT | 3.94% | +1.65% | +13.21% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.64% | +0.74% | +44.57% | |
| 4 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 3.59% | +0.06% | +366.90% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.31% | -0.01% | +11.38% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.86% | -0.06% | +11.57% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.74% | — | -57.67% | |
| 8 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.58% | -0.68% | -33.84% | |
| 9 | DFAT | Dimensional US Target Value | ETF-その他 | 2.33% | -0.14% | +819.50% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.32% | +0.17% | +108.88% | |
| 11 | DFIV | Dimensional International Va | ETF-その他 | 2.07% | — | — | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.97% | -0.27% | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.74% | -0.01% | +6.89% | |
| 14 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.72% | -0.38% | -5.57% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.69% | -0.05% | +70.25% | |
| 16 | ETN | Eaton Corporation plc | 株式-資本財 | 1.63% | +0.01% | -7.36% | |
| 17 | CGCB | Cap Group Core Bond | ETF-その他 | 1.50% | — | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.48% | -0.05% | +15.01% | |
| 19 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-その他 | 1.43% | -0.57% | +768.19% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.42% | +0.19% | -7.80% | |
| 21 | EQIX | Equinix INC | 株式-不動産 | 1.40% | -0.52% | +0.19% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.40% | +0.19% | +29.52% | |
| 23 | FTNT | Fortinet INC | 株式-IT | 1.33% | +0.50% | -2.86% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.32% | — | -28.11% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.32% | -0.58% | — | |
| 26 | C | Citigroup INC | 株式-金融 | 1.26% | +0.11% | +32.14% | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.26% | -0.67% | — | |
| 28 | APO | Apollo Global Management INC | 株式-金融 | 1.25% | -0.41% | +15.59% | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 1.24% | -0.30% | +8.74% | |
| 30 | FHEQ | Fidelity Hedged Equity ETF | ETF-その他 | 1.23% | — | — | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 1.22% | +0.30% | +0.58% | |
| 32 | CB | Chubb Limited | 株式-金融 | 1.11% | — | +155.34% | |
| 33 | MLM | Martin Marietta Materials | 株式-素材 | 1.11% | — | -8.01% | |
| 34 | SYK | Stryker CORP | 株式-ヘルスケア | 1.03% | — | +28.55% | |
| 35 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-その他 | 0.99% | — | — | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.97% | -0.40% | +7.14% | |
| 37 | CARR | Carrier Global CORP | 株式-資本財 | 0.96% | +0.08% | +1.31% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.95% | — | +29.13% | |
| 39 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.90% | +0.50% | — | |
| 40 | WM | Waste Management INC | 株式-資本財 | 0.90% | — | +0.84% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.87% | — | +1.56% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | -18.07% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.85% | — | +25.93% | |
| 44 | AMAT | Applied Materials INC | 株式-IT | 0.78% | +0.71% | +24.57% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.76% | -0.62% | EXIT | |
| 46 | SPG | Simon Property Group INC | 株式-不動産 | 0.74% | +0.04% | +24.87% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.73% | — | +33.84% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | — | +27.91% | |
| 49 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 0.71% | +0.19% | — | |
| 50 | IFF | Intl Flavors & Fragrances | 株式-素材 | 0.70% | — | -16.80% |