CIK: 0001845943
申告総資産額
$4.6億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.05% | -0.77% | +49.62% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.22% | — | +66.47% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 2.90% | -0.81% | +18.94% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.86% | -0.25% | +82.33% | |
| 5 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 1.87% | -0.40% | +37.82% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.81% | +0.19% | +19.68% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 1.75% | +0.52% | +24.78% | |
| 8 | IGLD | Ft Vest Gold Strategy Target | ETF-コモディティ | 1.66% | — | -2.86% | |
| 9 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 1.57% | -0.33% | +15.79% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.54% | -0.21% | +169.09% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.44% | +0.37% | +20.10% | |
| 12 | YYY | Amplify Cef High Income ETF | ETF-その他 | 1.27% | — | +4.71% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.24% | -0.16% | +28.51% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | — | -10.72% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.10% | -0.12% | +19.15% | |
| 16 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型株 | 1.09% | +0.45% | -25.20% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.08% | +0.70% | +60.96% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | -0.14% | +3.33% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.04% | — | -14.04% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.03% | +0.86% | +5.59% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.03% | -0.11% | +24.66% | |
| 22 | FOXA | Fox CORP - Class A | 株式-通信サービス | 1.00% | — | -10.02% | |
| 23 | USB | US Bancorp | 株式-金融 | 1.00% | -1.00% | EXIT | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | +0.07% | +7.55% | |
| 25 | MO | Altria Group INC | 株式-生活必需品 | 0.97% | — | +16.59% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.97% | +0.35% | -22.58% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.96% | — | +54.30% | |
| 28 | MU | Micron Technology INC | 株式-IT | 0.96% | -0.25% | — | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.96% | — | +5.82% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.96% | — | — | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | — | +0.06% | |
| 32 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.95% | — | — | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.94% | — | +25.83% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.94% | -0.14% | -37.18% | |
| 35 | SNA | Snap-on INC | 株式-資本財 | 0.93% | — | -3.64% | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.93% | — | -8.36% | |
| 37 | CME | Cme Group INC | 株式-金融 | 0.93% | — | -1.24% | |
| 38 | TROW | T Rowe Price Group INC | 株式-金融 | 0.92% | — | +2.00% | |
| 39 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.92% | — | +7.29% | |
| 40 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.92% | — | -5.45% | |
| 41 | VICI | Vici Properties INC | 株式-不動産 | 0.91% | — | +18.20% | |
| 42 | IDV | Ishares International Select | ETF-その他 | 0.91% | — | -2.63% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.91% | — | -12.82% | |
| 44 | GIS | General Mills INC | 株式-生活必需品 | 0.91% | — | +6.46% | |
| 45 | ITW | Illinois Tool Works | 株式-資本財 | 0.90% | — | +5.03% | |
| 46 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.90% | — | +8.19% | |
| 47 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.90% | — | +7.05% | |
| 48 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.90% | — | -1.81% | |
| 49 | EOG | Eog Resources INC | 株式-エネルギー | 0.90% | +0.21% | +14.52% | |
| 50 | CF | Cf Industries Holdings INC | 株式-素材 | 0.89% | +0.31% | +9.27% |