CIK: 0001999827
申告総資産額
$1.6億
| # | 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 | 8.88% | -1.21% | +0.11% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.22% | — | +9.51% | |
| 3 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 5.19% | -0.06% | -4.10% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.83% | -0.18% | +0.00% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.04% | — | -6.86% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.92% | — | +53.39% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.67% | — | +2.76% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.64% | -0.39% | -5.02% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.30% | -0.05% | -3.46% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 2.78% | -0.20% | -4.57% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.64% | +0.12% | +0.45% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.42% | +0.14% | +0.04% | |
| 13 | PLD | Prologis INC | 株式-不動産 | 2.24% | — | -1.04% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.05% | +0.50% | +0.04% | |
| 15 | FCX | Freeport-mcmoran INC | 株式-素材 | 2.03% | -0.08% | -0.99% | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 1.96% | -0.42% | -0.91% | |
| 17 | FDX | Fedex CORP | 株式-資本財 | 1.75% | -1.56% | +0.04% | |
| 18 | ANET | Arista Networks INC | 株式-IT | 1.74% | -0.08% | -13.37% | |
| 19 | ORCL | Oracle CORP | 株式-IT | 1.70% | -0.12% | +36.76% | |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.70% | — | -6.38% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.63% | -0.07% | -19.72% | |
| 22 | PANW | Palo Alto Networks INC | 株式-IT | 1.62% | — | +0.15% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.56% | -0.11% | +0.26% | |
| 24 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.44% | -0.07% | +11.99% | |
| 25 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.36% | -0.01% | — | |
| 26 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 1.35% | — | -7.41% | |
| 27 | AMT | American Tower CORP | 株式-不動産 | 1.31% | +0.22% | +5034.32% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.30% | -0.12% | -1.09% | |
| 29 | SNOW | Snowflake INC | 株式-IT | 1.29% | -0.09% | — | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.29% | -0.25% | +10.06% | |
| 31 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 1.24% | -1.24% | EXIT | |
| 32 | WY | Weyerhaeuser Co | 株式-不動産 | 1.10% | -0.77% | — | |
| 33 | DT | Dynatrace INC | 株式-IT | 1.07% | -0.01% | — | |
| 34 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.06% | -0.66% | +0.03% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.94% | +0.85% | +7.49% | |
| 36 | COP | Conocophillips | 株式-エネルギー | 0.90% | -0.81% | +0.06% | |
| 37 | AMAT | Applied Materials INC | 株式-IT | 0.87% | +0.32% | +0.02% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.78% | -0.15% | -40.86% | |
| 39 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.70% | -0.27% | — | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.61% | +0.80% | +6.77% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | -0.05% | -0.70% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.58% | — | -7.09% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | +0.15% | +7.58% | |
| 44 | OKE | Oneok INC | 株式-エネルギー | 0.47% | -0.45% | -17.57% | |
| 45 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.45% | +1.20% | +0.57% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | — | — | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.41% | -0.05% | +2.21% | |
| 48 | BLK | Blackrock INC | 株式-金融 | 0.36% | -0.04% | +12.20% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.36% | -0.04% | -74.49% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.35% | — | +1.43% |