CIK: 0001813454
申告総資産額
$1.4億
| # | 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 12.06% | -0.22% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.74% | +0.08% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.22% | -0.55% | — | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.57% | -0.52% | — | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 4.52% | -0.37% | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.51% | -1.19% | — | |
| 7 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 4.12% | +0.06% | — | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 3.28% | +0.11% | — | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.95% | -0.07% | — | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 2.88% | -0.40% | — | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.61% | -0.09% | — | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.46% | — | — | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.31% | -0.26% | — | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 2.20% | -0.27% | — | |
| 15 | AAPL | Apple INC | 株式-IT | 2.11% | -0.17% | — | |
| 16 | CWS | Advisorshares Equity Focused | ETF-その他 | 2.07% | — | — | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 2.01% | +0.36% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.93% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.68% | -0.10% | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.67% | +0.17% | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | -0.10% | — | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.56% | — | — | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.26% | -0.10% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.22% | +0.40% | — | |
| 25 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 1.10% | -0.82% | EXIT | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.08% | -0.07% | — | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.92% | — | — | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.92% | — | — | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.91% | — | — | |
| 30 | WDC | Western Digital CORP | 株式-IT | 0.90% | +0.54% | — | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | +0.01% | — | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.69% | +0.02% | — | |
| 33 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.65% | — | — | |
| 34 | MU | Micron Technology INC | 株式-IT | 0.62% | +1.43% | — | |
| 35 | STX | Seagate Technology Holdings plc | 株式-IT | 0.62% | +0.82% | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | — | |
| 37 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.56% | -0.04% | — | |
| 38 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.54% | — | — | |
| 39 | LRCX | Lam Research CORP | 株式-IT | 0.54% | +0.59% | — | |
| 40 | NEM | Newmont CORP | 株式-素材 | 0.52% | — | — | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | — | — | |
| 42 | TER | Teradyne INC | 株式-IT | 0.49% | -0.76% | EXIT | |
| 43 | GLW | Corning INC | 株式-IT | 0.47% | +0.41% | — | |
| 44 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.44% | — | — | |
| 45 | AMD | Advanced Micro Devices | 株式-IT | 0.42% | +0.75% | NEW | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.42% | — | — | |
| 47 | INTC | Intel CORP | 株式-IT | 0.42% | +1.09% | NEW | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.40% | — | — | |
| 49 | VUG | Vanguard Growth ETF | ETF-その他 | 0.38% | — | — | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.37% | +0.01% | — |