CIK: 0001731731
申告総資産額
$4.1億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.65% | +0.08% | -2.90% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.77% | — | +376.10% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.63% | -0.19% | -1.37% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.35% | — | -0.38% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-その他 | 2.99% | +0.51% | +2.47% | |
| 6 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 2.38% | +0.15% | -0.16% | |
| 7 | NTRA | Natera INC | 株式-ヘルスケア | 2.34% | -0.15% | -1.25% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | -0.09% | +1.02% | |
| 9 | UBER | Uber Technologies INC | 株式-資本財 | 1.67% | -0.08% | -11.12% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.66% | — | — | |
| 11 | PCT | Purecycle Technologies INC | 株式-その他 | 1.61% | -0.73% | -1.23% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.61% | +0.75% | +11.59% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.48% | — | +14.83% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.43% | -0.71% | -1.20% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.38% | -0.12% | -6.10% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.37% | +0.29% | +1.95% | |
| 17 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.35% | -0.26% | EXIT | |
| 18 | TPR | Tapestry INC | 株式-一般消費財 | 1.30% | — | -7.19% | |
| 19 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.29% | — | +4.08% | |
| 20 | MET | Metlife INC | 株式-金融 | 1.23% | — | +0.30% | |
| 21 | WRKUSD | Westrock Co | 株式-その他 | 1.22% | — | +3.97% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 1.20% | -0.22% | +4.88% | |
| 23 | BLKCHF | Blackrock INC | 株式-その他 | 1.19% | — | +10.39% | |
| 24 | FNF | Fidelity National Financial | 株式-金融 | 1.18% | -0.08% | +6.54% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.15% | — | +0.10% | |
| 26 | ACN | Accenture plc | 株式-IT | 1.14% | -0.16% | -11.70% | |
| 27 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.13% | — | +2.99% | |
| 28 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.13% | — | -2.30% | |
| 29 | PSX | Phillips 66 | 株式-エネルギー | 1.12% | +0.25% | -2.75% | |
| 30 | RH | Rh | 株式-一般消費財 | 1.11% | -0.18% | +23.75% | |
| 31 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.09% | +0.36% | -12.88% | |
| 32 | ETN | Eaton Corporation plc | 株式-資本財 | 1.08% | — | -19.48% | |
| 33 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.05% | — | +17.64% | |
| 34 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 1.03% | -0.06% | -1.32% | |
| 35 | AMBA | Ambarella, Inc. | 株式-IT | 0.96% | -0.37% | -1.22% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.95% | — | +3.07% | |
| 37 | NET | Cloudflare INC - Class A | 株式-IT | 0.94% | — | -34.25% | |
| 38 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.91% | — | -5.68% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | — | -4.83% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.87% | — | -4.57% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.86% | — | +7.24% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | +0.21% | -17.09% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | — | -12.32% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.79% | — | +5.84% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | +0.14% | +11.34% | |
| 46 | XLE | Ss Energy Select Sector | ETF-その他 | 0.78% | +0.29% | -7.67% | |
| 47 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.78% | — | +0.74% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.77% | — | +1.91% | |
| 49 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 0.77% | — | +1.06% | |
| 50 | MP | Mp Materials CORP | 株式-素材 | 0.77% | — | +91.88% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +1.7% | NEW | 新規購入 |
| 2 | NVDA | Nvidia CORP | +0.8% | +11.59% | 増加 |
| 3 | MELI | Mercadolibre INC | +0.7% | NEW | 新規購入 |
| 4 | DPZ | Domino's Pizza INC | +0.6% | NEW | 新規購入 |
| 5 | NTRA | Natera INC | +0.6% | -1.25% | 減少 |
| 6 | DIS | Walt Disney Co/the | +0.5% | NEW | 新規購入 |
| 7 | PCT | Purecycle Technologies INC | +0.5% | -1.23% | 減少 |
| 8 | MTCH | Match Group INC | +0.3% | +95.83% | 増加 |
| 9 | XYZ | Block INC | +0.3% | +109.78% | 増加 |
| 10 | RH | Rh | +0.3% | +23.75% | 増加 |
| 11 | XYL | Xylem INC | +0.3% | NEW | 新規購入 |
| 12 | STZ | Constellation Brands Inc-a | +0.2% | +16.36% | 増加 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +180.07% | 増加 |
| 14 | MP | Mp Materials CORP | +0.2% | +91.88% | 増加 |
| 15 | SCHM | Schwab US Mid Cap ETF | +0.2% | +30.99% | 増加 |
| 16 | AMZN | Amazon.com INC | +0.2% | +1.02% | 増加 |
| 17 | WRKUSD | Westrock Co | +0.2% | +3.97% | 増加 |
| 18 | MSFT | Microsoft CORP | +0.2% | +50.29% | 増加 |
| 19 | WFC | Wells Fargo & Co | +0.1% | +4.88% | 増加 |
| 20 | HZO | Marinemax INC | +0.1% | NEW | 新規購入 |
| 21 | SMH | Vaneck Semiconductor ETF | +0.1% | +32.49% | 増加 |
| 22 | TPR | Tapestry INC | +0.1% | -7.19% | 減少 |
| 23 | PSX | Phillips 66 | +0.1% | -2.75% | 減少 |
| 24 | MPC | Marathon Petroleum CORP | +0.1% | -12.88% | 減少 |
| 25 | SCHA | Schwab US Small-cap ETF | +0.1% | +25.63% | 増加 |
| 26 | AAPL | Apple INC | +0.1% | +70.94% | 増加 |
| 27 | BLKCHF | Blackrock INC | +0.1% | +10.39% | 増加 |
| 28 | MRVL | Marvell Technology INC | +0.1% | -0.75% | 減少 |
| 29 | UBER | Uber Technologies INC | 0% | -11.12% | 減少 |
| 30 | MET | Metlife INC | 0% | +0.30% | 増加 |
| 31 | JPM | Jpmorgan Chase & Co | 0% | -6.10% | 減少 |
| 32 | FNF | Fidelity National Financial | 0% | +6.54% | 増加 |
| 33 | UPS | United Parcel Service-cl B | 0% | +17.64% | 増加 |
| 34 | SCHX | Schwab US Large-cap ETF | 0% | -1.37% | 減少 |
| 35 | SCHF | Schwab Intl Equity ETF | -0.1% | -0.38% | 減少 |
| 36 | NFLX | Netflix INC | -0.2% | -43.56% | 減少 |
| 37 | IVV | Ishares Core S&p 500 ETF | -0.2% | -2.90% | 減少 |
| 38 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +376.10% | 増加 |
| 39 | NOW | Servicenow INC | -0.2% | -30.17% | 減少 |
| 40 | TWLO | Twilio INC - A | -0.3% | -1.35% | 減少 |
| 41 | SNOW | Snowflake INC | -0.3% | -1.26% | 減少 |
| 42 | ETSY | Etsy INC | -0.3% | EXIT | 全売却 |
| 43 | ACN | Accenture plc | -0.3% | -11.70% | 減少 |
| 44 | LII | Lennox International INC | -0.3% | EXIT | 全売却 |
| 45 | AMBA | Ambarella, Inc. | -0.3% | -1.22% | 減少 |
| 46 | NET | Cloudflare INC - Class A | -0.4% | -34.25% | 減少 |
| 47 | IPG | Interpublic Group Of Cos INC | -0.5% | EXIT | 全売却 |
| 48 | MTN | Vail Resorts INC | -0.5% | EXIT | 全売却 |
| 49 | PYPL | Paypal Holdings INC | -0.7% | EXIT | 全売却 |
| 50 | SGUXX | Schwab Govt Mny Fnd-ult | -2% | EXIT | 全売却 |