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 | 7.43% | -1.12% | +0.10% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.47% | -0.92% | -0.40% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 5.40% | +0.12% | +0.81% | |
| 4 | BA | Boeing Co/the | 株式-資本財 | 5.31% | -0.16% | +0.86% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 4.34% | -0.03% | -3.18% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.16% | -0.03% | +2.32% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.86% | +0.52% | +5.35% | |
| 8 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.68% | -0.19% | -1.44% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.51% | +0.05% | +5.10% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.94% | -0.22% | +0.30% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.94% | — | +1.76% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.79% | -0.02% | -4.05% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.76% | -0.09% | -0.24% | |
| 14 | VNO | Vornado Realty Trust | 株式-不動産 | 2.34% | -0.78% | -0.45% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.27% | -0.14% | -0.62% | |
| 16 | ET | Energy Transfer LP | 株式-エネルギー | 1.81% | +0.36% | -1.54% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | -0.12% | -0.83% | |
| 18 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.75% | — | +7.76% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.59% | -0.21% | -8.10% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.46% | -0.21% | -11.87% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.45% | -0.12% | +0.96% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.33% | -0.16% | +3.82% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.23% | — | +2.31% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.17% | -0.16% | +293.76% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.15% | +0.54% | -1.86% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.11% | +0.22% | -1.36% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.04% | — | +11.58% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.98% | +0.48% | +44.73% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.93% | -0.39% | +518.86% | |
| 30 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.74% | -0.12% | -6.66% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | — | -3.83% | |
| 32 | PYPL | Paypal Holdings INC | 株式-金融 | 0.70% | -0.11% | -48.60% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | — | -0.59% | |
| 34 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.60% | -0.11% | -5.90% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.59% | — | +4.09% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.59% | -0.12% | -6.02% | |
| 37 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.58% | — | +5.58% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.58% | — | +18.43% | |
| 39 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.58% | +0.16% | +0.24% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.56% | -0.06% | -19.10% | |
| 41 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.53% | -0.09% | -15.81% | |
| 42 | MSTR | Strategy INC | 株式-IT | 0.49% | — | +76.03% | |
| 43 | UBER | Uber Technologies INC | 株式-資本財 | 0.44% | — | -2.29% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.44% | +0.12% | +1.13% | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.43% | -0.06% | +0.13% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.42% | — | +14.17% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | — | -9.18% | |
| 48 | CAVA | Cava Group INC | 株式-一般消費財 | 0.40% | +0.38% | +116.67% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.39% | — | +26.00% | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.37% | — | -0.12% |