CIK: 0001632965
申告総資産額
$15.2億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.93% | -1.33% | +2.79% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.71% | — | +4.52% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.58% | — | +6.80% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.93% | +0.14% | +4.60% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.93% | -0.72% | +2.14% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.67% | -1.30% | -2.55% | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 2.41% | — | +15.12% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.19% | +0.18% | -16.16% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 2.04% | — | -4.31% | |
| 10 | NFLX | Netflix INC | 株式-通信サービス | 2.01% | +0.22% | -0.16% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.91% | — | +2214.11% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.78% | — | +6.25% | |
| 13 | AMD | Advanced Micro Devices | 株式-IT | 1.77% | — | -3.98% | |
| 14 | UL | Unilever PLC | 株式-生活必需品 | 1.74% | — | +13.73% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.72% | — | -1.97% | |
| 16 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.69% | — | +64.09% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.55% | — | +6.14% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.26% | -0.44% | +35.64% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.19% | — | +52.47% | |
| 20 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-その他 | 1.19% | — | -5.89% | |
| 21 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 1.16% | — | +1.95% | |
| 22 | TGT | Target CORP | 株式-一般消費財 | 1.10% | -0.78% | EXIT | |
| 23 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.09% | — | +0.09% | |
| 24 | LEN | Lennar Corp-a | 株式-一般消費財 | 1.03% | — | — | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.00% | — | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | -27.51% | |
| 27 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.93% | -0.35% | +32.75% | |
| 28 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.92% | — | -2.92% | |
| 29 | E | Eni Spa-sponsored Adr | 株式-エネルギー | 0.92% | — | — | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.89% | — | +134.75% | |
| 31 | DB | Deutsche Bank Aktiengesellschaft | 株式-金融 | 0.83% | — | -2.17% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.79% | — | +163.75% | |
| 33 | KBH | Kb Home | 株式-一般消費財 | 0.79% | — | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | — | -58.78% | |
| 35 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.76% | — | +36.93% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.75% | — | -3.50% | |
| 37 | RWK | Invesco S&p Midcap 400 Rev | ETF-その他 | 0.69% | — | — | |
| 38 | HMC | Honda Motor Co Ltd-spons Adr | 株式-一般消費財 | 0.68% | — | -2.80% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.68% | — | +116.09% | |
| 40 | ASML | ASML Holding N.V. | 株式-IT | 0.67% | — | +3.37% | |
| 41 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.66% | — | +22.83% | |
| 42 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.64% | — | -2.25% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | — | -49.97% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.64% | — | -16.93% | |
| 45 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 0.60% | — | +0.33% | |
| 46 | FTCS | First Trust Capital Strength | ETF-その他 | 0.60% | — | +309.93% | |
| 47 | FICO | Fair Isaac CORP | 株式-IT | 0.60% | — | +18.21% | |
| 48 | USX1 | United States Steel CORP | 株式-その他 | 0.58% | — | -55.36% | |
| 49 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.57% | — | — | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.57% | — | +6.11% |