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 | 11.86% | -0.22% | +6.24% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.68% | +0.08% | +3.28% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.91% | -0.55% | -1.51% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.16% | -1.19% | +14.06% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.63% | -0.52% | +0.56% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.62% | -0.37% | -1.17% | |
| 7 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 3.88% | +0.06% | +5.00% | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 3.41% | +0.11% | +0.57% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.12% | -0.26% | +30.74% | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.00% | -0.07% | +7.48% | |
| 11 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 2.93% | -0.40% | +0.57% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 2.55% | -0.27% | +12.07% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.22% | — | +19.74% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.19% | -0.17% | +10.49% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.06% | — | -9.13% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 2.03% | +0.36% | +6.46% | |
| 17 | CWS | Advisorshares Equity Focused | ETF-その他 | 1.92% | — | -2.47% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.83% | -0.09% | -30.69% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.76% | +0.17% | +9.09% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.56% | -0.10% | +3.46% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.46% | — | +41.95% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.37% | — | +0.23% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.29% | -0.10% | +9.17% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.15% | +0.40% | -0.13% | |
| 25 | WDC | Western Digital CORP | 株式-IT | 1.12% | +0.54% | -21.48% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | -0.10% | -29.21% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.99% | -0.07% | -4.96% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.88% | — | +23.98% | |
| 29 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 0.82% | -0.82% | EXIT | |
| 30 | STX | Seagate Technology Holdings plc | 株式-IT | 0.80% | +0.82% | -9.92% | |
| 31 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.78% | — | +37.40% | |
| 32 | TER | Teradyne INC | 株式-IT | 0.76% | -0.76% | EXIT | |
| 33 | MU | Micron Technology INC | 株式-IT | 0.76% | +1.43% | +2.57% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.74% | +0.01% | +17.05% | |
| 35 | LRCX | Lam Research CORP | 株式-IT | 0.72% | +0.59% | +7.10% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.72% | -0.04% | +37.57% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.71% | +0.02% | +13.68% | |
| 38 | ALB | Albemarle CORP | 株式-素材 | 0.68% | -0.68% | EXIT | |
| 39 | GLW | Corning INC | 株式-IT | 0.65% | +0.41% | -11.90% | |
| 40 | AMAT | Applied Materials INC | 株式-IT | 0.64% | -0.64% | EXIT | |
| 41 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.62% | — | — | |
| 42 | MRNA | Moderna INC | 株式-ヘルスケア | 0.62% | -0.62% | EXIT | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | — | +0.46% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | +0.01% | +59.05% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.54% | -0.18% | +201.32% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.48% | — | — | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | — | +3.52% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | — | +3.26% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.45% | — | — | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.40% | — | — |