CIK: 0002110838
申告総資産額
$1.1億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.35% | -7.35% | EXIT | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 7.18% | -0.19% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.52% | +0.15% | — | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.48% | +0.45% | — | |
| 5 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 3.92% | — | — | |
| 6 | B | Barrick Mining CORP | 株式-素材 | 3.69% | +0.05% | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.66% | +0.04% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.35% | -0.01% | — | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 3.26% | +0.37% | — | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.05% | +0.63% | — | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 2.82% | +0.08% | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.72% | -0.47% | — | |
| 13 | ASML | ASML Holding N.V. | 株式-IT | 2.35% | +0.79% | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.26% | -0.05% | — | |
| 15 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 2.21% | +0.30% | — | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.09% | -0.15% | — | |
| 17 | ORCL | Oracle CORP | 株式-IT | 2.08% | -0.42% | — | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.97% | -0.12% | — | |
| 19 | CEG | Constellation Energy | 株式-公益事業 | 1.82% | -0.26% | — | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.81% | +0.22% | — | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.80% | — | — | |
| 22 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.79% | — | — | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.75% | +0.45% | — | |
| 24 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.68% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.66% | +0.05% | — | |
| 26 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.66% | — | — | |
| 27 | UBER | Uber Technologies INC | 株式-資本財 | 1.59% | -0.07% | — | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.55% | — | — | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 1.54% | — | — | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.37% | +0.35% | — | |
| 31 | TMUS | T-mobile US INC | 株式-通信サービス | 1.19% | — | — | |
| 32 | ALL | Allstate CORP | 株式-金融 | 1.15% | +0.44% | — | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.08% | -0.17% | — | |
| 34 | ET | Energy Transfer LP | 株式-エネルギー | 1.08% | +0.29% | — | |
| 35 | ADBE | Adobe INC | 株式-IT | 1.08% | — | — | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.99% | -0.24% | — | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.98% | — | — | |
| 38 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.94% | — | — | |
| 39 | PGR | Progressive CORP | 株式-金融 | 0.80% | +0.66% | — | |
| 40 | AAPL | Apple INC | 株式-IT | 0.72% | — | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.70% | +0.31% | — | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | -0.04% | — | |
| 43 | CLS | Celestica INC | 株式-IT | 0.53% | — | — | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.47% | — | — | |
| 45 | FISV | Fiserv INC | 株式-その他 | 0.33% | +0.27% | — | |
| 46 | LRCX | Lam Research CORP | 株式-IT | 0.32% | +0.12% | — | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.32% | — | — | |
| 48 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.27% | — | — | |
| 49 | ETN | Eaton Corporation plc | 株式-資本財 | 0.26% | — | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.26% | — | — |