CIK: 0002055570
申告総資産額
$2.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.26% | +0.34% | -13.77% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.36% | +0.03% | -1.71% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.32% | -6.56% | -2.63% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.43% | +0.59% | +0.27% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.86% | — | -0.02% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.83% | +0.02% | -4.43% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.70% | +0.05% | +2.50% | |
| 8 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-その他 | 2.64% | -0.67% | +6.67% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.04% | +0.17% | +3.54% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.02% | -0.01% | -1.60% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.00% | +0.02% | -4.33% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.87% | +0.28% | +3.49% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.79% | +0.21% | +4.75% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.70% | -1.33% | -0.09% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.68% | — | +5.52% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.66% | +0.17% | +10.07% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.51% | +0.03% | +1.32% | |
| 18 | FLQM | Franklin U.s. Mid Cap Multif | ETF-その他 | 1.47% | — | -0.71% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.38% | — | +1.95% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.33% | — | +0.31% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.23% | — | -0.65% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.22% | — | — | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.21% | — | +9.54% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.08% | +0.02% | +84.46% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.05% | +0.05% | +3.20% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 1.02% | — | -14.16% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.98% | — | +1.43% | |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.98% | — | +22.89% | |
| 29 | AXP | American Express Co | 株式-金融 | 0.97% | — | +4.10% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.95% | — | +6.14% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.95% | +0.27% | +8.87% | |
| 32 | FSMD | Fidelity Small-mid Multifact | ETF-その他 | 0.93% | +0.07% | +6.32% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.93% | — | -1.44% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.88% | — | +4.44% | |
| 35 | C | Citigroup INC | 株式-金融 | 0.87% | +0.08% | +24.56% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.86% | +0.02% | +1.12% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.82% | +0.27% | +3.16% | |
| 38 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.80% | — | +4.30% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | -0.47% | EXIT | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.77% | — | +11.48% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.74% | — | -19.84% | |
| 42 | UBER | Uber Technologies INC | 株式-資本財 | 0.74% | — | +103.31% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | +4.66% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.71% | — | +2.91% | |
| 45 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.66% | — | — | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | — | +2.72% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.63% | — | +38.15% | |
| 48 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 0.62% | — | +18.54% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | +0.20% | +2.20% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | +12.43% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | +1.2% | NEW | 新規購入 |
| 2 | SLB | Slb LTD | +0.5% | NEW | 新規購入 |
| 3 | UBER | Uber Technologies INC | +0.4% | +103.31% | 増加 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -0.02% | 減少 |
| 5 | MRK | Merck & Co. INC. | +0.4% | +84.46% | 増加 |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | +0.3% | NEW | 新規購入 |
| 7 | TTEK | Tetra Tech INC | +0.3% | NEW | 新規購入 |
| 8 | FCX | Freeport-mcmoran INC | +0.3% | NEW | 新規購入 |
| 9 | EQT | Eqt CORP | +0.2% | NEW | 新規購入 |
| 10 | IWF | Ishares Russell 1000 Growth | +0.2% | NEW | 新規購入 |
| 11 | SMTH | Alps Smth Cor Bd Plus ETF | +0.2% | +6.67% | 増加 |
| 12 | LHX | L3harris Technologies INC | +0.2% | NEW | 新規購入 |
| 13 | SOXX | Ishares Semiconductor ETF | +0.2% | NEW | 新規購入 |
| 14 | C | Citigroup INC | +0.2% | +24.56% | 増加 |
| 15 | CVX | Chevron CORP | +0.2% | +6.14% | 増加 |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +22.89% | 増加 |
| 17 | AMGN | Amgen INC | +0.1% | +12.43% | 増加 |
| 18 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +71.43% | 増加 |
| 19 | UNH | Unitedhealth Group INC | +0.1% | +9.54% | 増加 |
| 20 | JNJ | Johnson & Johnson | +0.1% | +4.66% | 増加 |
| 21 | FBND | Fidelity Total Bond ETF | +0.1% | +5.52% | 増加 |
| 22 | ADBE | Adobe INC | +0.1% | +38.15% | 増加 |
| 23 | ABBV | Abbvie INC | +0.1% | +2.20% | 増加 |
| 24 | DFAW | Dimensional World Eqty ETF | +0.1% | +18.54% | 増加 |
| 25 | COM | Direxion Auspice Brd Cmdty | +0.1% | +14.67% | 増加 |
| 26 | GOOG | Alphabet Inc-cl C | -0.1% | +5.53% | 増加 |
| 27 | CRM | Salesforce INC | -0.1% | +11.48% | 増加 |
| 28 | TXN | Texas Instruments INC | -0.1% | -20.38% | 減少 |
| 29 | DGRO | Ishares Core Dividend Growth | -0.1% | -4.43% | 減少 |
| 30 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -4.33% | 減少 |
| 31 | NFLX | Netflix INC | -0.1% | -14.16% | 減少 |
| 32 | LMT | Lockheed Martin CORP | -0.1% | -20.17% | 減少 |
| 33 | AMD | Advanced Micro Devices | -0.1% | -11.86% | 減少 |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | -0.2% | -1.71% | 減少 |
| 35 | MA | Mastercard INC - A | -0.2% | -19.84% | 減少 |
| 36 | VIG | Vanguard Dividend Apprec ETF | -0.2% | EXIT | 全売却 |
| 37 | MS | Morgan Stanley | -0.2% | EXIT | 全売却 |
| 38 | AMZN | Amazon.com INC | -0.2% | +3.54% | 増加 |
| 39 | MCD | Mcdonald's CORP | -0.2% | -53.11% | 減少 |
| 40 | MSFT | Microsoft CORP | -0.3% | +2.50% | 増加 |
| 41 | QQQ | Invesco Qqq Trust Series 1 | -0.3% | +0.27% | 増加 |
| 42 | NVDA | Nvidia CORP | -0.3% | +4.75% | 増加 |
| 43 | DECK | Deckers Outdoor CORP | -0.3% | EXIT | 全売却 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.3% | +3.49% | 増加 |
| 45 | GOVI | Invesco Equal Weight 0-30 Yr | -0.3% | EXIT | 全売却 |
| 46 | DFAC | Dimensional US Core Equity 2 | -0.4% | -38.57% | 減少 |
| 47 | SNX | TD Synnex CORP | -0.4% | EXIT | 全売却 |
| 48 | AVGO | Broadcom INC | -0.4% | +10.07% | 増加 |
| 49 | AAPL | Apple INC | -0.7% | -2.63% | 減少 |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.3% | -13.77% | 減少 |