CIK: 0001816000
申告総資産額
$2.7億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.91% | -3.43% | +399.85% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 9.02% | — | -20.94% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.50% | -0.95% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.22% | — | +334.09% | |
| 5 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 4.87% | +0.57% | NEW | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.69% | +2.48% | -67.74% | |
| 7 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 3.70% | — | — | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.70% | -0.75% | EXIT | |
| 9 | NFLX | Netflix INC | 株式-通信サービス | 2.56% | +0.82% | +157.32% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.12% | -0.93% | -4.37% | |
| 11 | MSI | Motorola Solutions INC | 株式-IT | 2.07% | — | +66.12% | |
| 12 | HSY | Hershey Co/the | 株式-生活必需品 | 2.03% | — | -0.71% | |
| 13 | AXP | American Express Co | 株式-金融 | 1.81% | — | — | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.52% | +0.97% | +0.76% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.50% | — | — | |
| 16 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.50% | — | +612.91% | |
| 17 | SYK | Stryker CORP | 株式-ヘルスケア | 1.39% | — | — | |
| 18 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.33% | — | +1.10% | |
| 19 | DE | Deere & Co | 株式-資本財 | 1.24% | — | +99.01% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.22% | — | -15.44% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.15% | -0.74% | +27.68% | |
| 22 | PCAR | Paccar INC | 株式-資本財 | 1.14% | — | +46.99% | |
| 23 | GIS | General Mills INC | 株式-生活必需品 | 1.14% | — | +82.61% | |
| 24 | TOL | Toll Brothers INC | 株式-一般消費財 | 1.02% | — | +141.25% | |
| 25 | BJ | Bj's Wholesale Club Holdings | 株式-生活必需品 | 1.01% | — | +3.54% | |
| 26 | LIN | Linde plc | 株式-素材 | 1.01% | — | — | |
| 27 | BLKCHF | Blackrock INC | 株式-その他 | 0.99% | — | +123.78% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.94% | — | +0.39% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.93% | — | -91.81% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.86% | — | +109.70% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -1.36% | -44.43% | |
| 32 | PWR | Quanta Services INC | 株式-資本財 | 0.79% | — | -37.68% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.74% | — | -3.45% | |
| 34 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.68% | — | -31.48% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.67% | -1.56% | -40.98% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.62% | — | +33.04% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.61% | — | -5.11% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | — | -2.07% | |
| 39 | XEXGX | Eaton Vance Tax-managed Glob | 株式-その他 | 0.55% | — | +3.59% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | -1.13% | +0.59% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.53% | — | +58.19% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.53% | — | — | |
| 43 | BURL | Burlington Stores INC | 株式-一般消費財 | 0.50% | — | +28.93% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.49% | — | -8.04% | |
| 45 | PYPL | Paypal Holdings INC | 株式-金融 | 0.49% | — | -11.32% | |
| 46 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.48% | — | -1.59% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | — | +6.65% | |
| 48 | VLO | Valero Energy CORP | 株式-エネルギー | 0.44% | — | — | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.42% | — | +5.71% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | -1.17% | +16.95% |