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 | SLG | Sl Green Realty CORP | 株式-不動産 | 8.33% | -1.12% | -6.97% | |
| 2 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 5.68% | +0.12% | -34.64% | |
| 3 | BA | Boeing Co/the | 株式-資本財 | 5.54% | -0.16% | -8.38% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.33% | -0.92% | +0.81% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 4.11% | -0.03% | -20.20% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.05% | -0.03% | +9.15% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.69% | +0.52% | +40.65% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.57% | +0.05% | -26.51% | |
| 9 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.03% | -0.19% | -4.69% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.97% | — | -3.73% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.85% | -0.09% | -4.75% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.54% | -0.02% | -62.62% | |
| 13 | VNO | Vornado Realty Trust | 株式-不動産 | 2.40% | -0.78% | -7.02% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.30% | -0.22% | -25.16% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.26% | -0.14% | -10.00% | |
| 16 | ET | Energy Transfer LP | 株式-エネルギー | 2.11% | +0.36% | -10.88% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.92% | -0.12% | -50.94% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.88% | -0.21% | -30.69% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.74% | -0.21% | -11.52% | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.71% | — | +1.46% | |
| 21 | PYPL | Paypal Holdings INC | 株式-金融 | 1.63% | -0.11% | -42.65% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.33% | -0.16% | -53.42% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.22% | +0.54% | -15.67% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | +316.87% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.18% | +0.22% | -4.08% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 1.11% | -0.12% | -25.37% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.93% | — | +360.90% | |
| 28 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.82% | -0.12% | -35.15% | |
| 29 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.78% | — | -35.99% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | — | -7.22% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | -0.06% | -12.82% | |
| 32 | INDA | Ishares Msci India ETF | ETF-その他 | 0.75% | — | -3.02% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.69% | +0.48% | +44.86% | |
| 34 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.68% | — | -18.00% | |
| 35 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.67% | — | +21.18% | |
| 36 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.67% | +0.16% | -16.85% | |
| 37 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.66% | -0.09% | -17.80% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.65% | -0.12% | -27.82% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | -41.15% | |
| 40 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.63% | -0.11% | +11.66% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | +0.17% | |
| 42 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.52% | — | -4.45% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | — | +4.81% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.50% | — | +9.77% | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.48% | -0.06% | -28.24% | |
| 46 | UBER | Uber Technologies INC | 株式-資本財 | 0.47% | — | -20.75% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.46% | +0.12% | -19.55% | |
| 48 | MSTR | Strategy INC | 株式-IT | 0.38% | — | -19.38% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | — | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.36% | — | -57.40% |