CIK: 0002012519
申告総資産額
$1.6億
| # | 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 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 7.73% | +0.12% | +51.48% | |
| 2 | SLG | Sl Green Realty CORP | 株式-不動産 | 7.42% | -1.12% | +0.87% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.54% | -0.02% | -2.53% | |
| 4 | BA | Boeing Co/the | 株式-資本財 | 4.38% | -0.16% | -1.03% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.26% | +0.05% | +40.75% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.37% | -0.92% | +3.57% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.14% | -0.03% | +2.14% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.02% | -0.12% | -2.40% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.80% | -0.03% | +4.75% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.68% | — | -0.35% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.52% | -0.09% | -1.20% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.40% | -0.22% | -1.28% | |
| 13 | PYPL | Paypal Holdings INC | 株式-金融 | 2.23% | -0.11% | -10.82% | |
| 14 | VNO | Vornado Realty Trust | 株式-不動産 | 2.22% | -0.78% | +1.91% | |
| 15 | ET | Energy Transfer LP | 株式-エネルギー | 2.16% | +0.36% | -1.63% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.11% | +0.52% | +71.69% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.92% | -0.16% | -2.78% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.90% | -0.21% | +113.38% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.89% | -0.14% | +5.21% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.88% | -0.21% | +0.67% | |
| 21 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.75% | -0.19% | +0.82% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.42% | +0.54% | -16.78% | |
| 23 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.33% | — | +23.48% | |
| 24 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.21% | -0.12% | +27.11% | |
| 25 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 1.16% | — | +139.50% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.16% | +0.22% | +29.25% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 1.08% | -0.12% | +0.01% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | — | +26.18% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.83% | -0.06% | +3.50% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.81% | -0.12% | -6.30% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | — | -32.24% | |
| 32 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.78% | +0.16% | -2.81% | |
| 33 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.72% | -0.09% | +20.98% | |
| 34 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.66% | — | +2.82% | |
| 35 | INDA | Ishares Msci India ETF | ETF-その他 | 0.63% | — | -7.85% | |
| 36 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.62% | — | +10.03% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.53% | — | -1.73% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.52% | +0.12% | +4.26% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | -18.61% | |
| 40 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.47% | — | -3.45% | |
| 41 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.43% | -0.11% | +138.77% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.43% | — | -75.47% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | — | -3.42% | |
| 44 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.41% | -0.06% | -4.60% | |
| 45 | UBER | Uber Technologies INC | 株式-資本財 | 0.41% | — | +22.08% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | +0.48% | — | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.38% | — | — | |
| 48 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.38% | — | -7.53% | |
| 49 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.37% | — | +41.67% | |
| 50 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.36% | — | -1.68% |