CIK: 0002096298
申告総資産額
$1.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 18.59% | -0.84% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 4.31% | — | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.30% | -0.92% | — | |
| 4 | AVGO | Broadcom INC | 株式-IT | 2.98% | -0.37% | — | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.61% | -0.29% | — | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.39% | — | — | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.31% | — | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.27% | +0.22% | — | |
| 9 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 2.13% | +0.22% | — | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.05% | -0.47% | — | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.90% | -0.27% | — | |
| 12 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.81% | -0.59% | — | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.78% | — | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.55% | -0.71% | — | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.44% | — | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.17% | — | — | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.15% | — | — | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.14% | — | — | |
| 19 | ORCL | Oracle CORP | 株式-IT | 1.10% | -0.32% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | — | — | |
| 21 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.01% | -0.26% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | — | — | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.90% | -0.23% | — | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.84% | — | — | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.80% | — | — | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.80% | — | — | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.79% | -0.79% | EXIT | |
| 28 | MS | Morgan Stanley | 株式-金融 | 0.76% | — | — | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.76% | — | — | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | — | |
| 31 | TXN | Texas Instruments INC | 株式-IT | 0.73% | — | — | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.73% | — | — | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | — | — | |
| 34 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.70% | — | — | |
| 35 | LIN | Linde plc | 株式-素材 | 0.67% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | — | — | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | — | |
| 38 | ETN | Eaton Corporation plc | 株式-資本財 | 0.64% | — | — | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | — | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | +0.26% | — | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.60% | — | — | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.57% | -0.57% | EXIT | |
| 43 | BLK | Blackrock INC | 株式-金融 | 0.57% | — | — | |
| 44 | KLAC | Kla CORP | 株式-IT | 0.57% | +0.27% | — | |
| 45 | AZO | Autozone INC | 株式-一般消費財 | 0.56% | — | — | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.55% | — | — | |
| 47 | ICE | Intercontinental Exchange In | 株式-金融 | 0.54% | — | — | |
| 48 | CEFA | Global X S&p Cath Val Devel | ETF-その他 | 0.54% | +0.53% | — | |
| 49 | URI | United Rentals INC | 株式-資本財 | 0.53% | — | — | |
| 50 | ITW | Illinois Tool Works | 株式-資本財 | 0.53% | — | — |