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 | 6.00% | — | -2.20% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 4.51% | -0.55% | -0.28% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.26% | -0.15% | +1.21% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.19% | -0.02% | -0.64% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.19% | -0.54% | -3.65% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.97% | -0.07% | -1.59% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.72% | -0.48% | -3.99% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.66% | -0.31% | +0.61% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.34% | -0.08% | +0.29% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.33% | -0.41% | -0.98% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.20% | — | -0.11% | |
| 12 | PANW | Palo Alto Networks INC | 株式-IT | 2.09% | -0.40% | +0.21% | |
| 13 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.90% | — | +0.75% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.86% | -0.04% | -0.54% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.82% | — | +2.20% | |
| 16 | UBER | Uber Technologies INC | 株式-資本財 | 1.78% | -0.09% | -0.89% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.77% | — | +0.12% | |
| 18 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 1.74% | -0.18% | +0.39% | |
| 19 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 1.64% | -0.44% | -10.89% | |
| 20 | BX | Blackstone INC | 株式-金融 | 1.64% | -0.23% | +0.25% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.62% | +0.38% | +1.87% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.60% | — | +2.62% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.56% | +0.21% | +3.42% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.50% | — | +7.44% | |
| 25 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.49% | +0.50% | -2.95% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | -0.09% | +3.23% | |
| 27 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.36% | -0.40% | +14.60% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.32% | -0.47% | -15.12% | |
| 29 | FESM | Fidelity Enhanced Small Cap | ETF-中小型株 | 1.31% | +0.27% | +14.47% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.28% | +0.27% | +2.38% | |
| 31 | VST | Vistra CORP | 株式-公益事業 | 1.23% | — | +3.35% | |
| 32 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.23% | -0.30% | +0.49% | |
| 33 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.21% | — | +2.77% | |
| 34 | OVV | Ovintiv INC | 株式-エネルギー | 1.15% | +0.14% | -5.99% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | +4.57% | |
| 36 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.04% | +0.18% | +26.65% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 1.03% | -0.05% | +0.59% | |
| 38 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.01% | -0.06% | +3.60% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.92% | -0.22% | -6.20% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.90% | +0.17% | +13.23% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.89% | +0.55% | +5.15% | |
| 42 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.89% | — | +0.91% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | +0.18% | +3.23% | |
| 44 | ARM | Arm Holdings Plc-adr | 株式-IT | 0.85% | +0.56% | +6.80% | |
| 45 | VICI | Vici Properties INC | 株式-不動産 | 0.75% | — | +5.01% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.73% | — | +0.77% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | +0.13% | +6.80% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.67% | — | -1.18% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.66% | -0.17% | -1.88% | |
| 50 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.66% | — | +9.54% |