CIK: 0001733194
申告総資産額
$2.0億
| # | 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 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 15.65% | — | +367.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 15.54% | — | +299.13% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 14.53% | -3.49% | +273.10% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.55% | -0.03% | -1.74% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 6.94% | — | -1.99% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.90% | +0.37% | +0.89% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.58% | — | +0.17% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.38% | +0.26% | -14.91% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.17% | — | +3.79% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.13% | -0.23% | +53.12% | |
| 11 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.97% | +0.11% | -2.18% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.91% | -0.13% | +3.95% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.86% | — | -79.13% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | — | +39.31% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.84% | — | -5.17% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.80% | +0.20% | +25.80% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.78% | +0.09% | -11.79% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 0.77% | — | +3.48% | |
| 19 | CTA | Simplify Managed Futures St | ETF-その他 | 0.76% | — | -13.49% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.76% | — | +214.80% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | — | +3.61% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 0.69% | -0.24% | -3.66% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | -37.02% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | +31.23% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.63% | +0.27% | +270.68% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.62% | — | +9.38% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | — | +6.42% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | — | -28.01% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | -3.73% | +15.21% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +0.50% | |
| 31 | D | Dominion Energy INC | 株式-公益事業 | 0.48% | +0.15% | +5.73% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | +1.81% | |
| 33 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.42% | — | +2.51% | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.41% | — | -8.98% | |
| 35 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.41% | — | -4.43% | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.40% | — | -10.76% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.39% | — | -2.08% | |
| 38 | DBA | Invesco Db Agriculture Fund | ETF-その他 | 0.36% | — | -10.00% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | +9.41% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.35% | -3.45% | +33.93% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | +16.47% | |
| 42 | PYPL | Paypal Holdings INC | 株式-金融 | 0.33% | -0.12% | EXIT | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.32% | — | +70.97% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.32% | — | +23.87% | |
| 45 | VUG | Vanguard Growth ETF | ETF-その他 | 0.31% | — | — | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.31% | -3.37% | — | |
| 47 | VLO | Valero Energy CORP | 株式-エネルギー | 0.30% | — | -24.98% | |
| 48 | MSM | Msc Industrial Direct Co-a | 株式-資本財 | 0.29% | — | +11.24% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.29% | +14.55% | +94.92% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.29% | — | — |