CIK: 0001673633
申告総資産額
$10.2億
| # | 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 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 53.38% | — | +1.73% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 13.81% | -0.06% | +7.51% | |
| 3 | ✓ | 株式-その他 | 8.37% | — | -15.77% | ||
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 7.48% | — | +17.55% | |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 3.19% | -0.01% | +11.00% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.79% | -0.09% | +0.47% | |
| 7 | ✓ | Ishares Core Dividend Growth | 株式-その他 | 2.71% | — | -16.81% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.33% | -0.02% | -2.53% | |
| 9 | ✓ | Alphabet Inc. | 株式-その他 | 1.08% | — | — | |
| 10 | ✓ | Meta Platforms, Inc. | 株式-その他 | 0.95% | — | +15.19% | |
| 11 | VFIAX | Vanguard 500 Index-adm | 株式-その他 | 0.76% | — | +1.56% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | -0.06% | +65.41% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | -0.35% | +28.51% | |
| 14 | ✓ | PS Valueline Timeliness Trust | 株式-その他 | 0.35% | — | +0.32% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | -0.01% | +0.18% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | +0.45% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.22% | — | -2.69% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 0.17% | — | +0.73% | |
| 19 | VQNPX | Vanguard Growth & Income-inv | 株式-その他 | 0.16% | — | +0.78% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.15% | -0.56% | +0.61% | |
| 21 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.15% | — | +4.33% | |
| 22 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.14% | — | — | |
| 23 | ✓ | Wells Fargo Div Incbuilder Ad | 株式-その他 | 0.04% | — | +0.88% | |
| 24 | ✓ | Archer Med Technologiesinc | 株式-その他 | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | State Street SPDR S&P 500 ETF Trust | +6.1% | +1.73% | 増加 |
| 2 | IVW | Ishares S&p 500 Growth ETF | +2.4% | +7.51% | 増加 |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | +1.8% | +17.55% | 増加 |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | +0.6% | +11.00% | 増加 |
| 5 | VUG | Vanguard Growth ETF | +0.3% | +65.41% | 増加 |
| 6 | ✓ | Meta Platforms, Inc. | +0.2% | +15.19% | 増加 |
| 7 | AAPL | Apple INC | +0.2% | +0.47% | 増加 |
| 8 | AMZN | Amazon.com INC | +0.2% | +28.51% | 増加 |
| 9 | GSLC | Goldman Activebeta US Lc ETF | +0.2% | -2.53% | 減少 |
| 10 | ✓ | Alphabet Inc. | +0.2% | — | 変化なし |
| 11 | VFIAX | Vanguard 500 Index-adm | +0.1% | +1.56% | 増加 |
| 12 | BA | Boeing Co/the | 0% | +0.73% | 増加 |
| 13 | VOO | Vanguard S&p 500 ETF | 0% | +0.45% | 増加 |
| 14 | ✓ | PS Valueline Timeliness Trust | 0% | +0.32% | 増加 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.18% | 増加 |
| 16 | VQNPX | Vanguard Growth & Income-inv | 0% | +0.78% | 増加 |
| 17 | HD | Home Depot INC | 0% | +0.61% | 増加 |
| 18 | IJH | Ishares Core S&p Midcap ETF | 0% | -2.69% | 減少 |
| 19 | ✓ | Costco Wholesale Corporation | 0% | +4.33% | 増加 |
| 20 | ✓ | Wells Fargo Div Incbuilder Ad | — | +0.88% | 増加 |
| 21 | ✓ | Ishares Core Dividend Growth | -0.2% | -16.81% | 減少 |
| 22 | ✓ | -0.6% | -15.77% | 減少 | |
| 23 | IVE | Ishares S&p 500 Value ETF | — | EXIT | 全売却 |
| 24 | ✓ | Fidelity Sparan Extended Mkt I | — | EXIT | 全売却 |
| 25 | DIS | Walt Disney Co/the | — | EXIT | 全売却 |
| 26 | VOOG | Vanguard S&p 500 Growth ETF | — | NEW | 新規購入 |
| 27 | ✓ | Archer Med Technologiesinc | — | NEW | 新規購入 |