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 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.68% | +0.30% | +3.23% | |
| 2 | SLV | Ishares Silver Trust | ETF-コモディティ | 4.29% | — | +1.16% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.22% | +0.17% | +4.99% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 4.14% | +0.24% | +8.50% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.10% | -0.22% | -1.92% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 4.04% | -0.51% | -5.47% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.63% | +0.20% | +6.21% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.10% | +0.15% | +4.98% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.07% | -0.02% | +13.31% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.81% | -0.23% | +2.11% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.69% | +0.22% | +12.60% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | -0.18% | +1.13% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.47% | -0.20% | +1.11% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.29% | -0.44% | +2.20% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 2.20% | -0.14% | +11.68% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.20% | +0.12% | +2.70% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 2.15% | +0.24% | +2.05% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.03% | -0.13% | +3.66% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 1.99% | -0.31% | +2.22% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.96% | +0.16% | +8.36% | |
| 21 | GS | Goldman Sachs Group INC | 株式-金融 | 1.86% | -0.07% | +2.97% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.73% | -0.03% | +4.04% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.70% | -0.16% | +4.71% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.65% | -0.04% | — | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.64% | +0.09% | +2.88% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.64% | +0.12% | +5.84% | |
| 27 | WMB | Williams Cos INC | 株式-エネルギー | 1.62% | +0.34% | +3.87% | |
| 28 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.60% | -0.07% | +5.40% | |
| 29 | OCUL | Ocular Therapeutix INC | 株式-その他 | 1.49% | -0.44% | -4.49% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 1.40% | -0.14% | +6.26% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.33% | -0.01% | +17.50% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.29% | -0.04% | +6.41% | |
| 33 | MO | Altria Group INC | 株式-生活必需品 | 1.28% | +0.28% | +2.78% | |
| 34 | EPI | Wisdomtree India Earnings | ETF-その他 | 1.28% | -0.58% | -1.87% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.27% | +0.56% | +4.96% | |
| 36 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.19% | +0.14% | -7.73% | |
| 37 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.15% | -0.32% | -9.18% | |
| 38 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 1.11% | +0.16% | +7.75% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.11% | -0.17% | +1.97% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.10% | — | +3.88% | |
| 41 | DHI | Dr Horton INC | 株式-一般消費財 | 1.08% | -0.14% | +2.45% | |
| 42 | CB | Chubb Limited | 株式-金融 | 1.06% | +0.09% | +6.21% | |
| 43 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.98% | +0.16% | +6.67% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.92% | -0.07% | -1.28% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | +0.31% | -7.33% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.87% | +0.09% | +3.61% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.80% | — | +0.46% | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.80% | -0.07% | -0.95% | |
| 49 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.62% | — | +9.18% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | — | -4.72% |