CIK: 0001966210
申告総資産額
$2.7億
| # | 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 | AAPL | Apple INC | 株式-IT | 8.46% | -1.81% | +17.18% | |
| 2 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 8.32% | +0.32% | +34.92% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 8.22% | -0.11% | -4.47% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 7.33% | -0.58% | -2.75% | |
| 5 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 7.12% | -0.10% | -23.25% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.63% | -0.25% | -0.72% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 4.15% | -0.40% | +925.63% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.54% | +0.28% | +0.45% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.03% | -0.38% | -0.29% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.75% | -0.10% | +5.11% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.67% | -0.17% | +11.24% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.60% | — | -10.95% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.39% | — | +1.22% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.26% | — | +3.30% | |
| 15 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-その他 | 1.23% | -0.11% | -15.45% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.16% | -0.20% | -6.98% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.10% | — | +6.01% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | -0.10% | -2.60% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 0.95% | -0.10% | +10.39% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.87% | — | — | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.85% | — | +4.96% | |
| 22 | SEA1EUR | Seabridge Gold INC | 株式-その他 | 0.77% | -0.09% | +3.57% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.17% | +15.93% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.70% | -0.08% | +34.01% | |
| 25 | AMD | Advanced Micro Devices | 株式-IT | 0.68% | — | +0.70% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.63% | — | +12.23% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | -0.94% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.61% | -0.13% | +11.21% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | +0.13% | +2.48% | |
| 30 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.56% | +1.07% | +133.28% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.54% | +0.32% | -8.96% | |
| 32 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.52% | — | -28.27% | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.50% | — | — | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.50% | — | +46.83% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.49% | — | +22.69% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.49% | — | +93.60% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.49% | — | +22.72% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.48% | — | +95.05% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.47% | -0.17% | +24.84% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.45% | — | -20.45% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.45% | — | -2.04% | |
| 42 | IRM | Iron Mountain INC | 株式-不動産 | 0.43% | — | -14.61% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.42% | — | -3.24% | |
| 44 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.42% | — | -15.07% | |
| 45 | EXK | Exact Sciences CORP | 株式-素材 | 0.41% | -0.58% | EXIT | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | — | +49.74% | |
| 47 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.40% | — | +70.25% | |
| 48 | PANW | Palo Alto Networks INC | 株式-IT | 0.40% | — | +65.95% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.38% | — | +0.39% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.37% | +0.16% | -2.10% |