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 | 8.63% | +0.02% | +1.86% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.44% | -0.29% | -2.31% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.34% | -0.14% | +2.77% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.04% | -0.38% | +4.43% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.83% | — | +10.42% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.53% | -0.11% | +1.21% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.49% | -0.18% | +7.01% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.60% | -0.09% | +1.16% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.46% | -0.24% | +2.59% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.36% | -0.16% | +5.34% | |
| 11 | XLE | Ss Energy Select Sector | ETF-その他 | 2.31% | +0.84% | -0.94% | |
| 12 | XLF | Ss Financial Select Sector | ETF-その他 | 1.98% | -0.19% | -1.02% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.94% | -0.17% | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.92% | -0.43% | +20.41% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.78% | — | +1.50% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.66% | — | +0.16% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.43% | -0.08% | +1.81% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.10% | +0.03% | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.27% | +0.08% | -0.16% | |
| 20 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.15% | — | +0.01% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.09% | — | -3.95% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.09% | -0.07% | +1.26% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 1.07% | -0.09% | +9.68% | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.89% | — | +2.85% | |
| 25 | XLB | Ss Materials Select Sector | ETF-その他 | 0.85% | +0.11% | -1.45% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.85% | -0.07% | -1.42% | |
| 27 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.81% | -0.07% | +39.25% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | — | +6.47% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.77% | +0.16% | +0.84% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.75% | -0.22% | +8.89% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | — | +7.57% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.66% | — | +4.69% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.64% | — | — | |
| 34 | BX | Blackstone INC | 株式-金融 | 0.62% | -0.13% | -2.04% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | +0.10% | +7.52% | |
| 36 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.59% | — | +1.65% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.59% | — | +1.77% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.57% | — | -4.52% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.53% | — | +28.98% | |
| 40 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.50% | -0.07% | +0.81% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.49% | — | +5.33% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.49% | — | +0.66% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.46% | — | +7.63% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | -5.19% | |
| 45 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.42% | — | +2.64% | |
| 46 | DIVZ | Elevation Series Trust - Pol | ETF-その他 | 0.42% | — | — | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.42% | — | -3.89% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | -14.01% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.40% | — | — | |
| 50 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.38% | — | +0.51% |