CIK: 0002055570
申告総資産額
$1.7億
| # | 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 | 5.18% | -0.49% | -0.44% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.88% | +6.03% | +24.38% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 4.49% | -0.26% | +4.96% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.30% | -0.35% | +1.83% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.98% | -0.33% | +10.97% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-その他 | 2.74% | +0.12% | +7.07% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.62% | -0.55% | +4.69% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.39% | -0.63% | -1.37% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.23% | -0.08% | +1.92% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.19% | -0.37% | -9.71% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | -0.25% | +10.14% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.70% | — | -11.08% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.67% | -0.03% | +2.10% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.58% | +0.02% | +5.03% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.51% | -0.03% | +4.05% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.47% | — | +39.73% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.46% | -0.27% | +27.95% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | — | +4.54% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.29% | — | +13.88% | |
| 20 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.23% | +0.04% | +7.73% | |
| 21 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.23% | — | -3.91% | |
| 22 | FLQM | Franklin U.s. Mid Cap Multif | ETF-その他 | 1.16% | — | +5.09% | |
| 23 | C | Citigroup INC | 株式-金融 | 1.14% | -0.37% | +3.77% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.13% | +0.16% | +13.64% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.13% | — | +48.96% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.12% | -0.19% | +2.43% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.00% | — | +3.73% | |
| 28 | AXP | American Express Co | 株式-金融 | 1.00% | -0.27% | +4.05% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.96% | — | -0.87% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | — | — | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.89% | +0.09% | +4.58% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.87% | -0.19% | +4.74% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | — | +0.14% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.80% | — | -4.65% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.80% | — | +4.35% | |
| 36 | FSMD | Fidelity Small-mid Multifact | ETF-その他 | 0.79% | — | +6.04% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.74% | — | +960.66% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.74% | — | -2.04% | |
| 39 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.69% | -0.17% | +5.61% | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.69% | — | +62.51% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | +0.08% | +8.78% | |
| 42 | DFAW | Dimensional World Eqty ETF | ETF-その他 | 0.67% | — | +16.80% | |
| 43 | CRH | CRH plc | 株式-素材 | 0.65% | -0.13% | +22.56% | |
| 44 | UBER | Uber Technologies INC | 株式-資本財 | 0.63% | -0.14% | +6.60% | |
| 45 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.61% | — | +63.32% | |
| 46 | CEG | Constellation Energy | 株式-公益事業 | 0.60% | — | +6.25% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.59% | -0.19% | +6.86% | |
| 48 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 0.58% | — | +41.65% | |
| 49 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.56% | — | — | |
| 50 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.55% | — | +38.61% |