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 | 16.54% | -0.56% | +1.59% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 13.25% | +1.33% | +0.91% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 9.77% | +0.44% | +10.12% | |
| 4 | TSLA | Tesla INC | 株式-一般消費財 | 6.06% | -0.44% | +65.46% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.39% | +0.41% | +79.84% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.29% | -0.31% | +59.60% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.84% | +1.37% | +187.88% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.80% | -0.18% | -4.27% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.28% | — | -13.12% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.08% | +0.48% | +50.25% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.99% | +0.36% | +3.22% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.81% | +0.17% | +50.13% | |
| 13 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.64% | +0.02% | +62.31% | |
| 14 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.48% | -0.30% | -37.28% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.31% | — | -18.88% | |
| 16 | QLD | Proshares Ultra Qqq | ETF-その他 | 1.30% | -0.23% | -7.83% | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.28% | +0.09% | +116.22% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.21% | -0.09% | -4.16% | |
| 19 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 1.09% | -0.43% | +321.57% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.06% | -0.19% | -12.54% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.04% | -0.06% | -4.83% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.93% | +0.02% | +5.63% | |
| 23 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.92% | — | +991.72% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.88% | +0.20% | -3.32% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.82% | +0.03% | -8.56% | |
| 26 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.76% | — | -37.88% | |
| 27 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.67% | +0.07% | +19.81% | |
| 28 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.64% | -0.01% | +103.21% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | -0.90% | |
| 30 | IQLT | Ishares Msci International Q | ETF-その他 | 0.60% | — | +9.43% | |
| 31 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.58% | — | -43.25% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.57% | +0.12% | -10.36% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.44% | — | -10.55% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | -0.32% | +0.14% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.40% | — | -16.03% | |
| 36 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.40% | — | -24.45% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.39% | -0.15% | -12.41% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.35% | -0.10% | -47.65% | |
| 39 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.34% | — | -6.17% | |
| 40 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.33% | +0.01% | +1.97% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.33% | — | -60.94% | |
| 42 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-その他 | 0.29% | -0.12% | +79.94% | |
| 43 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.28% | — | -59.21% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.27% | +0.24% | -41.31% | |
| 45 | SO | Southern Co/the | 株式-公益事業 | 0.26% | — | -17.40% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.26% | — | +25.89% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | -6.07% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.25% | — | -60.10% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.24% | +0.10% | +96.43% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | — | +91.17% |