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 | 41.49% | — | +2.28% | |
| 2 | ✓ | Invesco Qqq Trust | 株式-その他 | 15.01% | — | -2.08% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 12.06% | -0.06% | +0.55% | |
| 4 | ✓ | Invesco Exchng Traded Fd Tr | 株式-その他 | 5.32% | — | — | |
| 5 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 5.19% | — | — | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 4.20% | -0.06% | -6.76% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.07% | -0.02% | -2.92% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.85% | -0.09% | -2.67% | |
| 9 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.58% | -0.01% | -2.56% | |
| 10 | ✓ | Alphabet Inc. | 株式-その他 | 1.75% | — | -7.23% | |
| 11 | ✓ | Meta Platforms, Inc. | 株式-その他 | 1.29% | — | -12.06% | |
| 12 | ✓ | Spdr Dow Jones Indl Avrg ETF U | ETF-その他 | 1.18% | — | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | -0.35% | -3.20% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | -0.01% | +7.60% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | +1.02% | |
| 16 | ✓ | Adobe Inc. | 株式-その他 | 0.30% | — | — | |
| 17 | ADSK | Autodesk INC | 株式-IT | 0.27% | — | — | |
| 18 | ✓ | Invesco Exchange Traded Fund T | 株式-その他 | 0.26% | — | +0.45% | |
| 19 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.20% | — | +4.89% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.17% | -0.56% | +25.29% | |
| 21 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.17% | — | +0.69% | |
| 22 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.16% | — | +14.84% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.15% | — | -1.66% | |
| 24 | ✓ | Destination Maternity CORP | 株式-その他 | 0.06% | — | — | |
| 25 | ✓ | 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 | +2.3% | +2.28% | 増加 |
| 2 | IVW | Ishares S&p 500 Growth ETF | +0.4% | +0.55% | 増加 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +7.60% | 増加 |
| 4 | HD | Home Depot INC | 0% | +25.29% | 増加 |
| 5 | ✓ | J P Morgan Chase And Co | 0% | +14.84% | 増加 |
| 6 | VOO | Vanguard S&p 500 ETF | 0% | +1.02% | 増加 |
| 7 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +0.69% | 増加 |
| 8 | ✓ | Costco Wholesale Corporation | 0% | +4.89% | 増加 |
| 9 | GSLC | Goldman Activebeta US Lc ETF | — | -2.92% | 減少 |
| 10 | ✓ | Invesco Exchange Traded Fund T | — | +0.45% | 増加 |
| 11 | ✓ | Archer Med Technologiesinc | — | — | 変化なし |
| 12 | IJH | Ishares Core S&p Midcap ETF | 0% | -1.66% | 減少 |
| 13 | ✓ | Destination Maternity CORP | 0% | — | 変化なし |
| 14 | ✓ | Alphabet Inc. | -0.1% | -7.23% | 減少 |
| 15 | ONEQ | Fidelity Nasdaq Comp Indx | -0.1% | -2.56% | 減少 |
| 16 | AMZN | Amazon.com INC | -0.2% | -3.20% | 減少 |
| 17 | ✓ | Meta Platforms, Inc. | -0.2% | -12.06% | 減少 |
| 18 | VUG | Vanguard Growth ETF | -0.3% | -6.76% | 減少 |
| 19 | ✓ | Invesco Qqq Trust | -0.3% | -2.08% | 減少 |
| 20 | AAPL | Apple INC | -0.6% | -2.67% | 減少 |
| 21 | ✓ | Invesco Exchange Traded Fund T | — | EXIT | 全売却 |
| 22 | ✓ | Invesco Exchng Traded Fd Tr | — | NEW | 新規購入 |
| 23 | ✓ | iShares 20+ Year Treasury Bond ETF | — | NEW | 新規購入 |
| 24 | ✓ | Spdr Dow Jones Indl Avrg ETF U | — | NEW | 新規購入 |
| 25 | ✓ | Adobe Inc. | — | NEW | 新規購入 |
| 26 | ✓ | Ark ETF Tr Next Generation Int | — | EXIT | 全売却 |
| 27 | ADSK | Autodesk INC | — | NEW | 新規購入 |
| 28 | ✓ | NVIDIA Corporation | — | EXIT | 全売却 |
| 29 | AMD | Advanced Micro Devices | — | EXIT | 全売却 |
| 30 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 31 | VOT | Vanguard Mid-cap Growth ETF | — | EXIT | 全売却 |
| 32 | BSX | Boston Scientific CORP | — | EXIT | 全売却 |
| 33 | ✓ | The Goldman Sachs Group, Inc. | — | EXIT | 全売却 |