CIK: 0002049176
申告総資産額
$1.3億
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.73% | +0.17% | +1.99% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 4.36% | +0.24% | +1.68% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.32% | -0.22% | -1.21% | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 4.22% | +0.20% | +2.99% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.14% | +0.30% | +3.13% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.06% | +0.22% | +26.75% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.89% | +0.15% | -1.76% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.83% | +0.12% | -1.37% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 2.73% | -0.51% | -0.46% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.66% | -0.18% | -0.21% | |
| 11 | SLV | Ishares Silver Trust | ETF-コモディティ | 2.58% | — | +4.80% | |
| 12 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.54% | -0.02% | +5.62% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.22% | -0.44% | +1.54% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.20% | -0.04% | — | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 2.09% | +0.24% | +5.81% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 2.00% | -0.31% | +4.24% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.99% | +0.16% | +1.41% | |
| 18 | WMB | Williams Cos INC | 株式-エネルギー | 1.95% | +0.34% | +0.72% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.91% | -0.03% | +2.12% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.90% | -0.23% | +11.09% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.88% | -0.13% | +4.04% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.88% | +0.12% | +1.30% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 1.85% | -0.14% | +7.95% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.78% | +0.09% | -2.53% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.63% | -0.14% | +7.46% | |
| 26 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.60% | -0.07% | +3.57% | |
| 27 | MO | Altria Group INC | 株式-生活必需品 | 1.58% | +0.28% | +9.98% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.53% | -0.16% | +1.93% | |
| 29 | EPI | Wisdomtree India Earnings | ETF-その他 | 1.50% | -0.58% | +12.70% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.49% | -0.20% | +1.82% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.49% | +0.56% | +2.97% | |
| 32 | GS | Goldman Sachs Group INC | 株式-金融 | 1.37% | -0.07% | +8.31% | |
| 33 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.33% | +0.14% | — | |
| 34 | OCUL | Ocular Therapeutix INC | 株式-その他 | 1.32% | -0.44% | -1.30% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 1.31% | +0.31% | +9.53% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.30% | -0.04% | +14.13% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.20% | -0.01% | +2.20% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.18% | -0.07% | +0.88% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.15% | -0.17% | +4.74% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.14% | — | -0.15% | |
| 41 | CB | Chubb Limited | 株式-金融 | 1.14% | +0.09% | +8.01% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.96% | — | -1.78% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.93% | +0.09% | +2.40% | |
| 44 | GEO | Geo Group Inc/the | 株式-その他 | 0.93% | -0.14% | EXIT | |
| 45 | XLF | Ss Financial Select Sector | ETF-その他 | 0.90% | -0.07% | +15.08% | |
| 46 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.86% | +0.17% | +3.17% | |
| 47 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.84% | -0.32% | +0.40% | |
| 48 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.84% | +0.16% | +3.93% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.72% | +0.16% | +19.13% | |
| 50 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.60% | — | +6.30% |