CIK: 0001729847
申告総資産額
$4.1億
| # | 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 | AAPL | Apple INC | 株式-IT | 5.39% | -1.38% | +1.64% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.32% | -1.24% | -5.52% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.31% | -2.11% | -21.04% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.23% | -0.88% | +2.98% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.26% | -0.76% | +22.88% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.96% | -0.43% | -4.16% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.85% | -0.21% | +8.74% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.59% | -0.16% | -0.65% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.10% | -0.09% | -2.07% | |
| 10 | PANW | Palo Alto Networks INC | 株式-IT | 2.10% | -0.22% | +7.72% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.98% | -0.26% | -28.52% | |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.81% | -0.32% | -31.94% | |
| 13 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.79% | -0.32% | -32.95% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.79% | — | -9.28% | |
| 15 | LRCX | Lam Research CORP | 株式-IT | 1.71% | +0.36% | -18.55% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.64% | — | -21.12% | |
| 17 | CEG | Constellation Energy | 株式-公益事業 | 1.63% | -0.32% | -9.39% | |
| 18 | IPKW | Invesco International Buybac | ETF-その他 | 1.56% | +1.63% | +113.31% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.34% | -0.22% | +9.25% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 1.30% | -0.28% | +2.15% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.26% | -1.01% | +19.89% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.25% | — | -5.89% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.24% | — | +39.41% | |
| 24 | DE | Deere & Co | 株式-資本財 | 1.23% | — | +31.84% | |
| 25 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.08% | — | -6.22% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.07% | — | +21.44% | |
| 27 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.03% | — | +209.55% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.99% | +0.25% | +4.79% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | — | +4.41% | |
| 30 | WM | Waste Management INC | 株式-資本財 | 0.91% | — | +26.79% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.87% | — | +16.46% | |
| 32 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 0.86% | — | -14.50% | |
| 33 | AAAU | Goldman Sachs Physical Gold | ETF-コモディティ | 0.84% | +0.53% | +3.35% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | -0.24% | -29.57% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.79% | — | -40.21% | |
| 36 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.78% | +0.24% | +355.87% | |
| 37 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.78% | — | +8.78% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.77% | — | +177.73% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.73% | — | -7.79% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.70% | -0.18% | +15.36% | |
| 41 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.70% | — | +288.88% | |
| 42 | ALL | Allstate CORP | 株式-金融 | 0.69% | — | -0.88% | |
| 43 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.69% | -0.18% | -29.49% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.66% | — | +5162.12% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | — | -28.58% | |
| 46 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 0.63% | +0.33% | — | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | -0.19% | -19.11% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | +0.23% | +57.08% | |
| 49 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.60% | — | -27.71% | |
| 50 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.60% | — | +13.73% |