CIK: 0002012356
申告総資産額
$1.9億
| # | 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 | STXF | Strive 500 ETF | ETF-その他 | 5.63% | +0.02% | -1.12% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.19% | — | -3.07% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.68% | — | -23.83% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.30% | — | +10.13% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.98% | +0.11% | +3.37% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.21% | — | +1.22% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.99% | +1.09% | +4.12% | |
| 8 | GLW | Corning INC | 株式-IT | 1.98% | -1.81% | +0.70% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.69% | — | +1.73% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.60% | -0.66% | +7.27% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.56% | — | +12.79% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.46% | — | — | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 1.41% | -0.68% | +45.99% | |
| 14 | ED | Consolidated Edison INC | 株式-公益事業 | 1.39% | -2.12% | EXIT | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.32% | — | +139.91% | |
| 16 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.32% | — | +178.59% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.31% | +0.75% | +56.06% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | — | -3.27% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.29% | — | -2.37% | |
| 20 | ITW | Illinois Tool Works | 株式-資本財 | 1.28% | -1.52% | EXIT | |
| 21 | AVGO | Broadcom INC | 株式-IT | 1.24% | — | -17.63% | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.23% | — | -4.37% | |
| 23 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.15% | -1.76% | EXIT | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 1.12% | -0.55% | EXIT | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 1.12% | +0.59% | -3.17% | |
| 26 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 1.11% | — | -41.64% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 1.09% | — | -0.97% | |
| 28 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.07% | — | -2.17% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 1.06% | -0.82% | +16.61% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 1.03% | +0.33% | -2.90% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 1.00% | +0.53% | +8.39% | |
| 32 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.95% | — | -3.00% | |
| 33 | BPOP | Popular INC | 株式-金融 | 0.95% | — | -2.82% | |
| 34 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 0.95% | — | -0.68% | |
| 35 | STXE | Strive Em Markets Ex-china | ETF-新興国市場 | 0.93% | — | -4.74% | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.93% | +0.96% | -7.33% | |
| 37 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.92% | -0.57% | +2.39% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.92% | -0.56% | +2.58% | |
| 39 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.88% | -1.02% | EXIT | |
| 40 | XOCT | Ft Vest US Equity Enhance & | ETF-その他 | 0.86% | — | +2.36% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.85% | — | -13.55% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.85% | — | -1.16% | |
| 43 | BWXT | Bwx Technologies INC | 株式-資本財 | 0.82% | — | -0.26% | |
| 44 | PH | Parker Hannifin CORP | 株式-資本財 | 0.81% | — | -0.86% | |
| 45 | ZALT | Innovator US Eq 10 Buffer | ETF-その他 | 0.81% | — | +7.71% | |
| 46 | SAUG | Ft Vest US Small Cap Moderat | ETF-中小型株 | 0.79% | — | +3.66% | |
| 47 | NEM | Newmont CORP | 株式-素材 | 0.78% | +0.33% | -17.14% | |
| 48 | C | Citigroup INC | 株式-金融 | 0.78% | — | -0.23% | |
| 49 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.78% | — | +8.28% | |
| 50 | TT | Trane Technologies plc | 株式-資本財 | 0.77% | — | -28.64% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +1.5% | NEW | 新規購入 |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.8% | +178.59% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.7% | -3.07% | 減少 |
| 4 | LLY | Eli Lilly & Co | +0.7% | NEW | 新規購入 |
| 5 | RTX | Rtx CORP | +0.6% | NEW | 新規購入 |
| 6 | MRK | Merck & Co. INC. | +0.6% | NEW | 新規購入 |
| 7 | IBM | Intl Business Machines CORP | +0.5% | +45.99% | 増加 |
| 8 | T | At&t INC | +0.4% | NEW | 新規購入 |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +4.12% | 増加 |
| 10 | ED | Consolidated Edison INC | +0.3% | +58.05% | 増加 |
| 11 | ORCL | Oracle CORP | +0.3% | -0.97% | 減少 |
| 12 | UNH | Unitedhealth Group INC | +0.3% | +139.91% | 増加 |
| 13 | BA | Boeing Co/the | +0.3% | +54.51% | 増加 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +56.06% | 増加 |
| 15 | PLTR | Palantir Technologies Inc-a | +0.3% | NEW | 新規購入 |
| 16 | NFLX | Netflix INC | +0.3% | +0.93% | 増加 |
| 17 | AVGO | Broadcom INC | +0.3% | -17.63% | 減少 |
| 18 | ZBH | Zimmer Biomet Holdings INC | +0.3% | NEW | 新規購入 |
| 19 | BWXT | Bwx Technologies INC | +0.2% | -0.26% | 減少 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.27% | 増加 |
| 21 | AMZN | Amazon.com INC | +0.2% | +1.22% | 増加 |
| 22 | COHR | Coherent CORP | +0.2% | -0.43% | 減少 |
| 23 | SIXJ | Allian US Equ 6 Mon Bu10-usd | +0.2% | NEW | 新規購入 |
| 24 | KO | Coca-cola Co/the | +0.1% | NEW | 新規購入 |
| 25 | GLW | Corning INC | +0.1% | +0.70% | 増加 |
| 26 | EOG | Eog Resources INC | +0.1% | NEW | 新規購入 |
| 27 | NVDA | Nvidia CORP | +0.1% | -23.83% | 減少 |
| 28 | MA | Mastercard INC - A | +0.1% | +12.79% | 増加 |
| 29 | JNJ | Johnson & Johnson | +0.1% | -1.99% | 減少 |
| 30 | STXF | Strive 500 ETF | +0.1% | -1.12% | 減少 |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | -3.27% | 減少 |
| 32 | LEN | Lennar Corp-a | +0.1% | +27.85% | 増加 |
| 33 | C | Citigroup INC | +0.1% | -0.23% | 減少 |
| 34 | BPOP | Popular INC | +0.1% | -2.82% | 減少 |
| 35 | BOND | Pimco Active Bond Exchange-t | +0.1% | +10.13% | 増加 |
| 36 | COST | Costco Wholesale CORP | -0.2% | EXIT | 全売却 |
| 37 | VTIP | Vanguard Short-term Tips | -0.2% | EXIT | 全売却 |
| 38 | WFC | Wells Fargo & Co | -0.3% | EXIT | 全売却 |
| 39 | JPST | Jpmorgan Ultra-short Income | -0.3% | -49.94% | 減少 |
| 40 | AAPL | Apple INC | -0.4% | +3.37% | 増加 |
| 41 | LOW | Lowe's Cos INC | -0.5% | EXIT | 全売却 |
| 42 | ANET | Arista Networks INC | -0.5% | EXIT | 全売却 |
| 43 | KMB | Kimberly-clark CORP | -0.5% | EXIT | 全売却 |
| 44 | CMI | Cummins INC | -0.6% | EXIT | 全売却 |
| 45 | XOM | Exxon Mobil CORP | -0.7% | EXIT | 全売却 |
| 46 | AON | Aon plc | -0.7% | EXIT | 全売却 |
| 47 | CRM | Salesforce INC | -0.8% | EXIT | 全売却 |
| 48 | HELO | Jpmorgan Hedged Equity ETF | -0.9% | -41.64% | 減少 |
| 49 | SPGI | S&p Global INC | -0.9% | EXIT | 全売却 |
| 50 | IHDG | Wisdomtree International Hed | -1.5% | -91.53% | 減少 |