CIK: 0002009743
申告総資産額
$1.4億
| # | 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 | 6.78% | -0.52% | +0.70% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.89% | -0.73% | -0.94% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.54% | -0.34% | -3.71% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.50% | +0.14% | +0.81% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.46% | -0.31% | -0.90% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.39% | -0.62% | +12.46% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.03% | -0.17% | -1.77% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.81% | -0.07% | -2.64% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.50% | -0.41% | +1.12% | |
| 10 | FMB | First Trust Managed Municipa | ETF-その他 | 2.19% | — | -0.27% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.14% | +0.13% | +18.76% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.88% | — | +470.52% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.86% | +0.28% | — | |
| 14 | BX | Blackstone INC | 株式-金融 | 1.82% | -0.38% | -5.97% | |
| 15 | TOL | Toll Brothers INC | 株式-一般消費財 | 1.62% | — | -2.40% | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 1.61% | -0.41% | -2.74% | |
| 17 | RTX | Rtx CORP | 株式-資本財 | 1.46% | — | +35.07% | |
| 18 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 1.38% | — | +14.27% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.35% | — | +0.13% | |
| 20 | AMAT | Applied Materials INC | 株式-IT | 1.33% | +0.33% | +4.83% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.31% | — | +19.44% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.27% | — | +2.82% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.24% | +0.08% | +4.52% | |
| 24 | DE | Deere & Co | 株式-資本財 | 1.23% | +0.28% | +12.95% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.19% | — | +2.28% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.18% | +0.25% | +1.74% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.12% | -0.07% | +3.58% | |
| 28 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 1.11% | — | -5.64% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.08% | — | +0.44% | |
| 30 | TGT | Target CORP | 株式-一般消費財 | 1.03% | — | +3.86% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.99% | — | -2.00% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.99% | — | +18.53% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | -0.13% | -10.10% | |
| 34 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.96% | — | -0.38% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.95% | — | -10.75% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.95% | -0.18% | EXIT | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.95% | -0.13% | -0.96% | |
| 38 | AMD | Advanced Micro Devices | 株式-IT | 0.95% | — | -14.25% | |
| 39 | XLE | Ss Energy Select Sector | ETF-その他 | 0.93% | +0.31% | +6.27% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | -0.12% | -1.14% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | +0.20% | +43.98% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.83% | -0.14% | EXIT | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.78% | — | +5.85% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | — | -2.32% | |
| 45 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.70% | — | -0.93% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | +0.14% | +46.31% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.69% | -0.07% | -1.49% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.66% | — | -14.78% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.65% | +0.11% | +64.24% | |
| 50 | HUM | Humana INC | 株式-ヘルスケア | 0.61% | — | +59.07% |