CIK: 0002014826
申告総資産額
$1.6億
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.97% | +0.02% | +1.20% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.07% | -0.29% | +1.38% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.85% | -0.14% | +3.29% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 4.21% | -0.38% | +3.70% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.30% | -0.11% | +6.32% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.95% | -0.16% | +7.14% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.84% | -0.18% | -1.19% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.81% | — | +13.03% | |
| 9 | XLE | Ss Energy Select Sector | ETF-その他 | 2.54% | +0.84% | +4.30% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.49% | -0.09% | +0.66% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.43% | -0.24% | -0.14% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -0.43% | +12.39% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.83% | -0.17% | -2.78% | |
| 14 | XLF | Ss Financial Select Sector | ETF-その他 | 1.81% | -0.19% | +2.63% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.62% | — | -2.81% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.53% | — | +7.42% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | -0.10% | +10.34% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.39% | — | +3.62% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.38% | +0.08% | +1.59% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.32% | -0.08% | +7.15% | |
| 21 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.18% | — | +0.68% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.04% | -0.07% | +6.14% | |
| 23 | XLB | Ss Materials Select Sector | ETF-その他 | 0.99% | +0.11% | +3.69% | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.90% | — | +9.27% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.87% | -0.09% | +1236.52% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.82% | -0.07% | -1.99% | |
| 27 | IBHE | Ishares Ibonds 2025 H/y INC | ETF-その他 | 0.76% | — | +14.99% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | +27.73% | |
| 29 | OLN | Olin CORP | 株式-素材 | 0.72% | — | -4.54% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.69% | — | — | |
| 31 | BX | Blackstone INC | 株式-金融 | 0.67% | -0.13% | +2.44% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.66% | +0.16% | +5.24% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.65% | -0.22% | +5.56% | |
| 34 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.64% | — | +4.69% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.64% | +0.10% | +6.89% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | +7.43% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | +1.87% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | — | +14.84% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.57% | — | +6.11% | |
| 40 | IBHG | Ishares Ibonds 2027 Hy INC | ETF-その他 | 0.55% | — | +14.91% | |
| 41 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.54% | — | -3.46% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.52% | — | +4.38% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | — | +8.49% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.47% | — | +0.98% | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.47% | — | +76.54% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | +2.69% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.44% | — | +4.54% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.43% | — | -6.22% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.43% | — | +10.70% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +2.80% |