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 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.95% | -0.92% | -1.24% | |
| 2 | SLG | Sl Green Realty CORP | 株式-不動産 | 6.81% | -1.12% | +19.69% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 5.66% | +0.12% | +7.38% | |
| 4 | BA | Boeing Co/the | 株式-資本財 | 5.33% | -0.16% | -0.09% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.08% | +0.52% | +3.32% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.06% | -0.03% | -4.51% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.77% | -0.03% | -12.96% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.73% | -0.22% | -1.39% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.63% | +0.05% | +3.90% | |
| 10 | PLTR | Palantir Technologies Inc-a | 株式-IT | 3.06% | -0.19% | -14.70% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.89% | — | -3.72% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.83% | -0.02% | -4.68% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.83% | -0.09% | +0.58% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 2.28% | -0.14% | -1.08% | |
| 15 | VNO | Vornado Realty Trust | 株式-不動産 | 1.89% | -0.78% | -1.60% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.88% | -0.12% | +1.95% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.88% | -0.21% | +15.64% | |
| 18 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.73% | — | +2.36% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.63% | -0.21% | +14.43% | |
| 20 | ET | Energy Transfer LP | 株式-エネルギー | 1.59% | +0.36% | -8.34% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.40% | -0.12% | -4.12% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.22% | — | -2.75% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.20% | +0.54% | -2.30% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.17% | -0.16% | -5.65% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.14% | +0.48% | +14.98% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.13% | — | +6.38% | |
| 27 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.97% | -0.16% | +8.51% | |
| 28 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.94% | -0.12% | +14.03% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | -0.06% | +6.69% | |
| 30 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.71% | — | — | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.71% | +0.75% | +619.86% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.70% | -0.39% | -20.69% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.63% | +0.22% | -42.99% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | — | -7.01% | |
| 35 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.60% | -0.11% | -1.64% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | — | -2.52% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | — | -11.20% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.57% | — | -2.00% | |
| 39 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.53% | +0.16% | -12.86% | |
| 40 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.51% | — | +1.15% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.49% | -0.12% | -14.52% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.47% | — | +13.40% | |
| 43 | CAVA | Cava Group INC | 株式-一般消費財 | 0.47% | +0.38% | +21.46% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.46% | +0.12% | +2.80% | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.43% | -0.06% | +4.81% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.42% | — | +96.14% | |
| 47 | GS | Goldman Sachs Group INC | 株式-金融 | 0.41% | — | — | |
| 48 | PYPL | Paypal Holdings INC | 株式-金融 | 0.38% | -0.11% | -36.90% | |
| 49 | UBER | Uber Technologies INC | 株式-資本財 | 0.37% | — | -1.27% | |
| 50 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.36% | — | — |