CIK: 0001716659
申告総資産額
$4.2億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 11.21% | -0.49% | -1.05% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.56% | -0.57% | -0.25% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 5.79% | -0.11% | -0.01% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.58% | -0.01% | +1.19% | |
| 5 | PLTR | Palantir Technologies Inc-a | 株式-IT | 4.67% | -0.68% | -0.23% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.39% | — | -1.58% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.70% | -0.55% | +0.35% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.25% | -0.06% | -0.05% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.89% | +0.24% | -7.83% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 2.57% | -0.16% | +0.11% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.38% | -0.07% | +0.65% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.16% | -0.13% | +2.41% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.01% | -0.36% | +61.32% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.93% | -0.09% | +0.18% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.87% | +0.27% | +0.55% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.65% | +0.43% | -40.10% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.62% | -0.12% | +0.04% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.61% | +0.97% | -0.62% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.47% | — | +1.38% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | -0.03% | +0.65% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.43% | -0.16% | +0.52% | |
| 22 | GS | Goldman Sachs Group INC | 株式-金融 | 1.21% | — | +2.48% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 1.21% | -0.07% | +3.73% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.17% | -0.16% | +0.78% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.98% | — | -1.63% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.79% | -0.11% | -0.37% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | -0.04% | -0.77% | |
| 28 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.75% | -0.06% | +6.11% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.72% | -0.07% | +0.18% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 0.72% | -0.09% | -19.06% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.70% | +0.78% | -0.96% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.69% | -0.11% | +24.19% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.68% | — | -0.72% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.66% | — | -0.11% | |
| 35 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.63% | +0.43% | -2.99% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.58% | -0.08% | +0.05% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.55% | — | +0.33% | |
| 38 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.54% | -0.07% | -0.31% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.50% | +0.12% | +7.76% | |
| 40 | MRVL | Marvell Technology INC | 株式-IT | 0.50% | — | +26.98% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | -8.74% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.49% | — | -0.08% | |
| 43 | ITW | Illinois Tool Works | 株式-資本財 | 0.47% | — | -5.11% | |
| 44 | GE | General Electric | 株式-資本財 | 0.44% | — | +0.15% | |
| 45 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.44% | — | +0.21% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.43% | — | -1.98% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.41% | — | -2.54% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | -0.86% | |
| 49 | ARM | Arm Holdings Plc-adr | 株式-IT | 0.41% | — | +8.97% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | +0.25% | -8.02% |