CIK: 0001849055
申告総資産額
$2.0億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.71% | +0.94% | -2.16% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.50% | — | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.65% | — | -1.97% | |
| 4 | ZS | Zscaler INC | 株式-IT | 4.10% | -2.11% | EXIT | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.94% | — | +7.87% | |
| 6 | KLAC | Kla CORP | 株式-IT | 3.83% | +1.07% | -9.72% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 3.15% | +0.71% | +8.80% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.03% | — | +0.23% | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.00% | — | +0.45% | |
| 10 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 1.90% | — | +0.30% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.76% | — | +0.15% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.55% | -0.16% | +0.28% | |
| 13 | FDX | Fedex CORP | 株式-資本財 | 1.49% | — | — | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.43% | -0.29% | +13.48% | |
| 15 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 1.29% | — | +0.41% | |
| 16 | IYF | Ishares US Financials ETF | ETF-その他 | 1.26% | — | +0.36% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.17% | — | +24.34% | |
| 18 | GS | Goldman Sachs Group INC | 株式-金融 | 1.07% | — | +0.55% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.03% | — | — | |
| 20 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.94% | — | +5.24% | |
| 21 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.94% | — | +12.86% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.91% | — | +0.39% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.89% | — | +5.08% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.86% | — | +4.88% | |
| 25 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.85% | — | — | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.81% | — | — | |
| 27 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.80% | — | +0.71% | |
| 28 | UBER | Uber Technologies INC | 株式-資本財 | 0.79% | — | -2.37% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.78% | — | — | |
| 30 | REZ | Ishars Res And Multi Reales | ETF-その他 | 0.78% | — | +0.56% | |
| 31 | BBH | Vaneck Biotech ETF | ETF-テック型 | 0.76% | — | — | |
| 32 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 0.75% | — | +26.49% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.72% | — | +0.04% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.71% | — | +0.06% | |
| 35 | ACES | Alps Clean Energy ETF | ETF-その他 | 0.71% | — | -0.66% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.71% | — | -1.34% | |
| 37 | COMP | Compass INC - Class A | 株式-不動産 | 0.68% | — | — | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.66% | — | +0.14% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.61% | — | +0.31% | |
| 40 | ARCC | Ares Capital CORP | 株式-金融 | 0.60% | — | — | |
| 41 | AAPL | Apple INC | 株式-IT | 0.59% | — | +8.09% | |
| 42 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.57% | — | — | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | +0.08% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | -18.36% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.51% | — | +0.23% | |
| 46 | XLB | Ss Materials Select Sector | ETF-その他 | 0.51% | — | — | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | -0.24% | +34.57% | |
| 48 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.50% | — | +1.54% | |
| 49 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 0.49% | — | +0.08% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | — |