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 | NVDA | Nvidia CORP | 株式-IT | 6.86% | -1.30% | +1515.51% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.63% | -1.33% | +8.91% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.99% | — | +6.97% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.29% | — | -14.45% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.23% | -0.72% | -0.60% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.04% | +0.14% | +0.11% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.11% | +4.29% | +36.33% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.08% | +0.18% | — | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.46% | — | +33.72% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.40% | — | +5.73% | |
| 11 | NFLX | Netflix INC | 株式-通信サービス | 2.09% | +0.22% | -2.09% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.73% | — | +18.88% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 1.56% | — | +18.56% | |
| 14 | MU | Micron Technology INC | 株式-IT | 1.25% | — | +43.31% | |
| 15 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.25% | — | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.24% | -0.44% | +62.52% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.23% | -0.55% | +2.12% | |
| 18 | AMD | Advanced Micro Devices | 株式-IT | 1.21% | — | -35.06% | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 1.20% | — | -3.32% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | +8.28% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.12% | — | +19.83% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.08% | — | -19.16% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | +3.61% | |
| 24 | HUM | Humana INC | 株式-ヘルスケア | 0.95% | — | — | |
| 25 | ASML | ASML Holding N.V. | 株式-IT | 0.91% | — | +11.65% | |
| 26 | ✓ | Spdr S&p 500 ETF Tr | ETF-大型株・グロース | 0.85% | — | — | |
| 27 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.83% | — | +9.24% | |
| 28 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.79% | — | +7.48% | |
| 29 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.76% | — | +0.30% | |
| 30 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.76% | — | -5.81% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.76% | — | +13.15% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.74% | — | +11.24% | |
| 33 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.74% | -0.35% | +7.22% | |
| 34 | OILK | Pros K-1 Free Cr Oil Etf-usd | ETF-その他 | 0.73% | — | +2.29% | |
| 35 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.72% | — | +7.19% | |
| 36 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 0.70% | — | — | |
| 37 | RWK | Invesco S&p Midcap 400 Rev | ETF-その他 | 0.69% | — | — | |
| 38 | INDA | Ishares Msci India ETF | ETF-その他 | 0.69% | — | +10.83% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | +5.74% | |
| 40 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.67% | — | -39.17% | |
| 41 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.66% | +0.31% | +8.49% | |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.65% | — | +9.59% | |
| 43 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.64% | — | +42.56% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | +11.69% | |
| 45 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.62% | — | +11.17% | |
| 46 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.61% | — | +10.43% | |
| 47 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.61% | — | +775.53% | |
| 48 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 0.59% | — | -49.58% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | -2.05% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.54% | +0.16% | +460.75% |