CIK: 0001802224
申告総資産額
$5.1億
| # | 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 | 23.78% | -1.37% | +9.10% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.08% | — | -0.26% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.96% | +1.55% | -1.16% | |
| 4 | IAU | Ishares Gold Trust | ETF-コモディティ | 5.68% | -0.15% | -2.84% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.97% | -0.63% | -0.99% | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 3.81% | — | +5.85% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.26% | -0.41% | -0.06% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 3.13% | -0.15% | -1.21% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.05% | -1.91% | -42.11% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.49% | -0.12% | EXIT | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.23% | -0.51% | +1.03% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.69% | -0.11% | -3.51% | |
| 13 | DV | Doubleverify Holdings INC | 株式-その他 | 1.62% | -0.16% | — | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.55% | -0.21% | -0.90% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.51% | -0.70% | +3.41% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.30% | — | +13.89% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | -0.18% | -2.40% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.11% | — | +2.79% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.00% | — | +0.34% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.93% | -0.17% | -5.89% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | -0.33% | -20.52% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.88% | — | +4.09% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.75% | — | -31.68% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | — | +1791.44% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.69% | +0.13% | -0.67% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.69% | -0.18% | -8.65% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | +0.10% | NEW | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | -0.09% | -7.68% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.59% | — | +10.44% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | +0.94% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | -0.08% | -2.43% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | +4.88% | |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.53% | -0.44% | EXIT | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.52% | — | -0.39% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.52% | +0.23% | +4.66% | |
| 36 | BRZE | Braze Inc-a | 株式-その他 | 0.48% | -0.12% | -1.39% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | -0.09% | +9.17% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.35% | — | +935.55% | |
| 39 | MSI | Motorola Solutions INC | 株式-IT | 0.34% | — | +6.52% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | — | +10.10% | |
| 41 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.34% | — | +1.03% | |
| 42 | AXON | Axon Enterprise INC | 株式-資本財 | 0.33% | — | +8.22% | |
| 43 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.33% | -0.28% | -3.50% | |
| 44 | ANETEUR | Arista Networks INC | 株式-その他 | 0.32% | — | +5.69% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | +1.56% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | -38.47% | |
| 47 | BRO | Brown & Brown INC | 株式-金融 | 0.31% | — | +7.07% | |
| 48 | TMUS | T-mobile US INC | 株式-通信サービス | 0.30% | — | +7.54% | |
| 49 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 0.30% | — | +7.62% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.29% | — | -3.19% |