CIK: 0001535811
申告総資産額
$10.2億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.41% | — | +23.80% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.86% | — | -2.02% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.70% | — | -1.03% | |
| 4 | VDE | Vanguard Energy ETF | ETF-その他 | 3.13% | — | — | |
| 5 | AAPL | Apple INC | 株式-IT | 3.00% | — | +12.92% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.84% | — | +1.81% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.65% | — | +0.19% | |
| 8 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 2.36% | — | +1.65% | |
| 9 | AIA | Ishares Asia 50 ETF | ETF-その他 | 2.12% | — | +2.56% | |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 2.09% | — | -9.25% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.00% | +1.82% | -66.37% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.85% | -3.25% | +11.65% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.71% | +0.12% | -1.48% | |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.54% | +0.53% | -67.89% | |
| 15 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.46% | — | — | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.45% | — | -6.51% | |
| 17 | FLBL | Franklin Senior Loan ETF | ETF-その他 | 1.40% | — | — | |
| 18 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 1.35% | — | — | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.25% | — | +0.94% | |
| 20 | EPI | Wisdomtree India Earnings | ETF-その他 | 1.16% | — | +209.64% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.13% | — | +2.88% | |
| 22 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.94% | — | -7.45% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.89% | — | -13.13% | |
| 24 | SAIA | Saia INC | 株式-資本財 | 0.89% | — | -3.14% | |
| 25 | SNPS | Synopsys INC | 株式-IT | 0.88% | — | -3.04% | |
| 26 | F | Ford Motor Co | 株式-一般消費財 | 0.87% | — | +0.02% | |
| 27 | CDNS | Cadence Design Sys INC | 株式-IT | 0.87% | — | -2.60% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | — | +4.86% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.81% | — | -20.41% | |
| 30 | ON | On Semiconductor | 株式-IT | 0.78% | — | +0.39% | |
| 31 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 0.77% | — | +7.47% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.75% | — | -0.90% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.73% | — | -1.15% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | — | +9.80% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | — | -1.02% | |
| 36 | JBL | Jabil INC | 株式-IT | 0.68% | — | +3.44% | |
| 37 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.65% | — | +2.87% | |
| 38 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.63% | — | +0.47% | |
| 39 | CLH | Clean Harbors INC | 株式-資本財 | 0.60% | — | +0.65% | |
| 40 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.58% | — | +1.03% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | — | -1.84% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | — | +15.26% | |
| 43 | COR | Cencora INC | 株式-ヘルスケア | 0.55% | — | +4.01% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +2.00% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | -3.43% | |
| 46 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 0.50% | — | -10.12% | |
| 47 | HYHG | Proshares High Yield Interes | ETF-ハイイールド債 | 0.50% | — | -8.34% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.50% | — | -5.34% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.49% | +0.65% | -87.90% | |
| 50 | DUOL | Duolingo | 株式-IT | 0.48% | — | +8.78% |