CIK: 0001853019
申告総資産額
$4.8億
| # | 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 | 15.67% | -0.56% | -2.89% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 13.71% | +1.33% | -8.85% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 8.56% | +0.44% | -3.20% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.63% | -0.18% | -4.46% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.63% | — | -30.38% | |
| 6 | SSO | Proshares Ultra S&p500 | ETF-その他 | 3.25% | -0.30% | -51.49% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.03% | +0.41% | +18.67% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.03% | -0.31% | +8.38% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.60% | — | -18.01% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.06% | -0.09% | +12.68% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.95% | +0.36% | -26.56% | |
| 12 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.75% | — | +16.37% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.56% | -0.19% | -0.89% | |
| 14 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.55% | — | +16.74% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.37% | +0.03% | +25.43% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.19% | -0.69% | — | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.18% | +0.12% | -33.56% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.18% | +0.48% | -20.38% | |
| 19 | QLD | Proshares Ultra Qqq | ETF-その他 | 1.11% | -0.23% | -35.02% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.08% | -0.32% | +48.75% | |
| 21 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.03% | +0.02% | -1.54% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.01% | +0.20% | +18.73% | |
| 23 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.97% | — | +11.42% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.95% | -0.44% | +550.43% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.86% | +0.02% | +5.32% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.85% | -0.10% | +3.62% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | — | -2.88% | |
| 28 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.78% | — | -7.74% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.77% | — | +20.28% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | +0.17% | -45.40% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.69% | — | +8.88% | |
| 32 | IQLT | Ishares Msci International Q | ETF-その他 | 0.58% | — | +49.13% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.51% | -0.15% | +223.61% | |
| 34 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.50% | — | +30.14% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.46% | +1.37% | +84.00% | |
| 36 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.45% | +0.01% | -3.32% | |
| 37 | IYF | Ishares US Financials ETF | ETF-その他 | 0.43% | — | -8.55% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.43% | — | +165.17% | |
| 39 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.42% | — | -67.73% | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.41% | -0.24% | EXIT | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.38% | — | -27.52% | |
| 42 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.37% | -0.06% | — | |
| 43 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.36% | — | +27.58% | |
| 44 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.36% | — | +10.12% | |
| 45 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-テック型 | 0.34% | — | -30.69% | |
| 46 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.34% | — | -7.93% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.32% | — | +65.26% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.30% | — | +133.27% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.30% | — | -23.20% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.29% | — | -42.74% |