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 | 8.41% | +0.02% | +2.56% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.35% | -0.29% | +0.21% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.23% | -0.14% | +0.64% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.04% | -0.38% | +1.32% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.95% | — | +5.90% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.84% | -0.18% | +3.54% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.43% | -0.11% | +0.06% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.09% | -0.24% | +1.10% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.60% | -0.09% | +2.91% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.60% | -0.16% | -1.79% | |
| 11 | XLE | Ss Energy Select Sector | ETF-その他 | 2.24% | +0.84% | +1.98% | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.93% | -0.17% | +0.21% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.90% | -0.43% | +5.51% | |
| 14 | XLF | Ss Financial Select Sector | ETF-その他 | 1.87% | -0.19% | +1.76% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.69% | — | +0.30% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.52% | — | -3.23% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.49% | -0.08% | +3.85% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | -0.10% | +4.25% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.21% | -0.09% | +4.31% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.15% | -0.22% | +22.23% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.12% | +0.08% | +1.36% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.11% | -0.07% | +2.49% | |
| 23 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.08% | — | -0.19% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.03% | — | +1.64% | |
| 25 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.90% | — | +5.95% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.86% | -0.07% | -1.04% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.85% | +0.16% | +15.47% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.85% | -0.07% | +5.47% | |
| 29 | XLB | Ss Materials Select Sector | ETF-その他 | 0.80% | +0.11% | +1.48% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | — | +1.00% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.71% | — | +10.87% | |
| 32 | BX | Blackstone INC | 株式-金融 | 0.65% | -0.13% | +1.94% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | — | +4.39% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.61% | — | +5.86% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.59% | — | +1.07% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.58% | — | +6.08% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.57% | — | +2.94% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | — | +9.23% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | +0.10% | +1.35% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | — | +0.21% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.49% | — | +1.37% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.49% | — | +1.17% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.47% | — | +0.86% | |
| 44 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.44% | -0.07% | +4.84% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.43% | — | +2.43% | |
| 46 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.42% | — | +6.33% | |
| 47 | DIVZ | Elevation Series Trust - Pol | ETF-その他 | 0.42% | — | +5.83% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | +14.12% | |
| 49 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.39% | — | +0.82% | |
| 50 | DELL | Dell Technologies -c | 株式-IT | 0.39% | +0.16% | +3.95% |