CIK: 0001799284
申告総資産額
$3.6億
| # | 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 | IAU | Ishares Gold Trust | ETF-コモディティ | 5.05% | — | +0.01% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 4.63% | -0.55% | +2.55% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.72% | -0.54% | +0.92% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.52% | -0.02% | -1.20% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.47% | -0.48% | -1.63% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.41% | -0.15% | +1.11% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.53% | -0.31% | +1.51% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.43% | — | +1.24% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.42% | -0.41% | +0.68% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.40% | -0.07% | +1028.97% | |
| 11 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 2.32% | +0.50% | -0.03% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.22% | -0.47% | +0.94% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.22% | — | +1.96% | |
| 14 | PANW | Palo Alto Networks INC | 株式-IT | 2.22% | -0.40% | +2.07% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.10% | -0.04% | -2.18% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.07% | — | +0.87% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.96% | +0.21% | +1.70% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.89% | -0.08% | +1.14% | |
| 19 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 1.87% | -0.18% | -0.14% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.85% | — | +1.14% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.80% | — | -3.74% | |
| 22 | OVV | Ovintiv INC | 株式-エネルギー | 1.73% | +0.14% | +2.69% | |
| 23 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 1.67% | -0.44% | — | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.45% | — | +2.85% | |
| 25 | UBER | Uber Technologies INC | 株式-資本財 | 1.44% | -0.09% | +3.91% | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.42% | — | +2.90% | |
| 27 | BX | Blackstone INC | 株式-金融 | 1.42% | -0.23% | +3.43% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | -0.09% | +3.20% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.38% | +0.27% | +1.93% | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 1.33% | +0.38% | +0.47% | |
| 31 | CRM | Salesforce INC | 株式-IT | 1.28% | -0.22% | +11.55% | |
| 32 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 1.19% | — | +42.92% | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.18% | — | +5.32% | |
| 34 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.11% | -0.30% | +1.72% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 1.11% | — | +3.11% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 1.05% | -0.05% | +1.26% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.98% | — | -5.55% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.96% | +0.55% | +4.61% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.91% | -0.17% | -15.08% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | +0.13% | +2.39% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | +0.17% | -6.27% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.81% | -0.16% | -17.08% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.79% | — | +6.83% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.75% | — | -1.17% | |
| 45 | KVUE | Kenvue INC | 株式-生活必需品 | 0.72% | -0.14% | EXIT | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | — | -0.97% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.65% | — | -1.39% | |
| 48 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.60% | — | -0.48% | |
| 49 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.59% | — | +6.75% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.58% | — | -0.60% |