CIK: 0002068847
申告総資産額
$1.3億
| # | 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 | 19.27% | -1.31% | +1.28% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 11.09% | — | +5.12% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 6.24% | -1.37% | +0.60% | |
| 4 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 6.21% | — | -0.25% | |
| 5 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 5.17% | -2.37% | +4.69% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 5.07% | +0.69% | +2.91% | |
| 7 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 4.72% | -0.23% | +2.96% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.09% | -0.06% | +0.04% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.61% | — | +5.38% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.52% | — | +3.17% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 3.36% | +0.32% | NEW | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.00% | +0.22% | — | |
| 13 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 2.31% | — | +4.89% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.97% | — | +10.72% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.93% | -1.72% | -0.25% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.65% | — | +4.46% | |
| 17 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.61% | — | +2.65% | |
| 18 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 1.56% | +0.47% | +4.93% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.90% | +0.36% | NEW | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.89% | -0.69% | EXIT | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | +0.16% | |
| 22 | KLAC | Kla CORP | 株式-IT | 0.62% | — | — | |
| 23 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.58% | — | +0.35% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.54% | — | -2.19% | |
| 25 | BLKCHF | Blackrock INC | 株式-その他 | 0.52% | — | +0.32% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.51% | — | +0.18% | |
| 27 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.51% | — | — | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | -0.49% | EXIT | |
| 29 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.49% | — | -2.54% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.48% | -0.23% | +900.00% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | -0.12% | -41.93% | |
| 32 | AN | Autonation INC | 株式-一般消費財 | 0.44% | -0.11% | — | |
| 33 | SHOP | Shopify INC - Class A | 株式-IT | 0.43% | -0.15% | — | |
| 34 | ARTY | Ishares Future Ai & Tech ETF | ETF-テック型 | 0.43% | — | — | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.42% | -0.46% | EXIT | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 0.36% | — | — | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.36% | — | — | |
| 38 | MDT | Medtronic plc | 株式-ヘルスケア | 0.35% | — | — | |
| 39 | EWBC | East West Bancorp INC | 株式-金融 | 0.35% | -0.23% | — | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | +0.40% | NEW | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.33% | +0.24% | NEW | |
| 42 | CRS | Carpenter Technology | 株式-資本財 | 0.31% | -0.29% | EXIT | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.30% | -0.28% | EXIT | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.29% | — | — | |
| 45 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.26% | -0.25% | EXIT | |
| 46 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.26% | — | +0.37% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.25% | -0.34% | EXIT | |
| 48 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.22% | -0.21% | EXIT | |
| 49 | EIX | Edison International | 株式-公益事業 | 0.18% | — | — |