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 | 13.08% | +0.94% | -0.18% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.80% | — | +0.01% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.01% | — | -0.27% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.43% | — | +0.67% | |
| 5 | ZS | Zscaler INC | 株式-IT | 4.37% | -2.11% | EXIT | |
| 6 | KLAC | Kla CORP | 株式-IT | 3.15% | +1.07% | +0.20% | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 2.36% | +0.71% | -25.43% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.00% | — | +4.46% | |
| 9 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 1.93% | — | +0.52% | |
| 10 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.92% | — | +0.64% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.89% | — | +0.12% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.82% | -0.16% | +16.98% | |
| 13 | FDX | Fedex CORP | 株式-資本財 | 1.55% | — | — | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.39% | -0.29% | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | — | -0.10% | |
| 16 | IYF | Ishares US Financials ETF | ETF-その他 | 1.36% | — | +0.42% | |
| 17 | GS | Goldman Sachs Group INC | 株式-金融 | 1.25% | — | +0.50% | |
| 18 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 1.13% | — | +0.44% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.08% | — | +14.24% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.06% | — | +20.55% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.97% | -0.24% | +22.71% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | — | -2.71% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.95% | — | +13.91% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.90% | — | — | |
| 25 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.89% | — | — | |
| 26 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.83% | — | +0.83% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.82% | — | +0.44% | |
| 28 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 0.81% | — | +6.03% | |
| 29 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.80% | — | — | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 0.77% | — | +0.07% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.73% | — | +21.35% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.72% | — | +1.25% | |
| 33 | BBH | Vaneck Biotech ETF | ETF-テック型 | 0.68% | — | +0.79% | |
| 34 | COMP | Compass INC - Class A | 株式-不動産 | 0.66% | — | — | |
| 35 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.66% | — | +0.13% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.65% | — | +2.62% | |
| 37 | ARCC | Ares Capital CORP | 株式-金融 | 0.63% | — | +0.27% | |
| 38 | UBER | Uber Technologies INC | 株式-資本財 | 0.63% | — | -0.42% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | -3.93% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.61% | — | +0.05% | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.58% | — | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | +1.81% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.58% | — | -1.76% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | +19.28% | |
| 45 | XUSP | Innovator Uncapped Acc US Eq | ETF-その他 | 0.52% | — | +17.23% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.50% | — | +0.20% | |
| 47 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.50% | — | +0.89% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.49% | — | +2.82% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | — | +2.66% | |
| 50 | ARKQ | Ark Autonomous Tech & Robot | ETF-テック型 | 0.46% | — | — |