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 | 10.82% | +0.94% | -1.37% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.89% | — | -0.05% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.63% | — | +0.01% | |
| 4 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 5.67% | +0.71% | +50.41% | |
| 5 | ZS | Zscaler INC | 株式-IT | 4.97% | -2.11% | EXIT | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 4.13% | — | -1.54% | |
| 7 | KLAC | Kla CORP | 株式-IT | 3.67% | +1.07% | -0.55% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.78% | — | -0.56% | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.48% | — | +0.72% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.45% | — | +33.37% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.36% | — | -0.95% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.33% | — | +0.58% | |
| 13 | GS | Goldman Sachs Group INC | 株式-金融 | 1.22% | — | +0.39% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | — | +6.97% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.17% | -0.16% | +0.25% | |
| 16 | IYF | Ishares US Financials ETF | ETF-その他 | 1.08% | — | +0.31% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | — | +7.72% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.97% | — | — | |
| 19 | AXP | American Express Co | 株式-金融 | 0.96% | — | +9.98% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | — | +1.35% | |
| 21 | FDX | Fedex CORP | 株式-資本財 | 0.92% | — | +1.56% | |
| 22 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.89% | — | +0.41% | |
| 23 | OKLO | Oklo INC | 株式-公益事業 | 0.88% | — | — | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.87% | — | — | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.81% | — | +10.17% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.73% | — | +15.25% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.71% | — | +21.34% | |
| 28 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.71% | — | — | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.70% | — | — | |
| 30 | UBER | Uber Technologies INC | 株式-資本財 | 0.65% | — | +5.92% | |
| 31 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.65% | — | +6.12% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.62% | — | +17.59% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | -0.24% | -0.16% | |
| 34 | COMP | Compass INC - Class A | 株式-不動産 | 0.62% | — | — | |
| 35 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 0.61% | — | -14.08% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.59% | — | +2.20% | |
| 37 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.59% | — | +0.66% | |
| 38 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | — | +0.06% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.58% | — | +0.45% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | — | +0.03% | |
| 41 | AAPL | Apple INC | 株式-IT | 0.53% | — | +1.27% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.53% | -0.29% | -3.12% | |
| 43 | BBH | Vaneck Biotech ETF | ETF-テック型 | 0.49% | — | — | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.49% | — | — | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.47% | — | — | |
| 46 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.46% | — | +0.04% | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.45% | — | +0.05% | |
| 48 | ARKQ | Ark Autonomous Tech & Robot | ETF-テック型 | 0.45% | — | — | |
| 49 | URA | Global X Uranium ETF | ETF-その他 | 0.45% | — | — | |
| 50 | ARCC | Ares Capital CORP | 株式-金融 | 0.43% | — | +2.34% |