CIK: 0001912339
申告総資産額
$2.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 5.68% | -0.51% | -2.72% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.41% | -0.52% | -2.75% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.07% | -0.28% | +19.87% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.81% | -0.99% | -3.00% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.70% | +1.58% | -3.88% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.39% | — | +2.15% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.35% | — | -1.28% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.34% | +0.30% | +8.75% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.96% | — | -4.12% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.95% | +1.91% | +1.20% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.87% | — | -2.95% | |
| 12 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 1.78% | +0.22% | — | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.68% | — | -1.73% | |
| 14 | ETN | Eaton Corporation plc | 株式-資本財 | 1.32% | +0.32% | -2.67% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.28% | -0.25% | -5.90% | |
| 16 | COP | Conocophillips | 株式-エネルギー | 1.26% | -0.04% | +1.73% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.26% | — | -2.67% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | +0.47% | -0.86% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.08% | +0.14% | -20.97% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.06% | -0.37% | -1.00% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.03% | +0.10% | +34.46% | |
| 22 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.02% | — | -3.77% | |
| 23 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.00% | — | -0.20% | |
| 24 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.94% | — | +21.36% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.92% | — | +14.05% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.90% | — | -8.95% | |
| 27 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.88% | — | +2.31% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | +0.06% | -2.46% | |
| 29 | PWR | Quanta Services INC | 株式-資本財 | 0.85% | — | -4.27% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.84% | — | -8.84% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.84% | +1.00% | -3.29% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.74% | — | -11.67% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | — | +2.54% | |
| 34 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.72% | +0.04% | -3.72% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.68% | +0.54% | -2.08% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | — | -0.52% | |
| 37 | MBB | Ishares Mbs ETF | ETF-その他 | 0.65% | — | +21.72% | |
| 38 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.64% | — | -12.98% | |
| 39 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.63% | — | +16.23% | |
| 40 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.63% | — | +33.66% | |
| 41 | MSI | Motorola Solutions INC | 株式-IT | 0.62% | — | +1.69% | |
| 42 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.62% | +0.08% | +10.83% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.58% | — | +4.53% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | -11.74% | |
| 45 | MS | Morgan Stanley | 株式-金融 | 0.57% | — | -2.38% | |
| 46 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.56% | — | +27.74% | |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.56% | — | +26.82% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | -4.25% | |
| 49 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.56% | — | +41.95% | |
| 50 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.56% | — | +13.11% |