CIK: 0002022843
申告総資産額
$2.1億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 46.71% | -2.84% | +0.10% | |
| 2 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 3.45% | — | +19.88% | |
| 3 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 3.29% | — | +12.74% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.10% | -0.27% | +3.15% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.12% | +1.06% | +2.10% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | — | +60.64% | |
| 7 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 2.00% | +0.09% | +65.67% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.97% | +0.03% | +185.40% | |
| 9 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.75% | -0.35% | +21.22% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.41% | -0.30% | +4.29% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.23% | +129.78% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | — | +73.78% | |
| 13 | LEG | Leggett & Platt INC | 株式-一般消費財 | 1.13% | -0.19% | +1.43% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.10% | -0.42% | +49.58% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.08% | -0.14% | +24.42% | |
| 16 | INDA | Ishares Msci India ETF | ETF-その他 | 1.03% | -0.21% | -2.98% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.98% | — | -0.23% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 0.93% | -0.10% | +12.40% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | -0.20% | -2.32% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.84% | — | +0.93% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.77% | +0.23% | +170.90% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.70% | — | +16.94% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.67% | — | +3.54% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.65% | -0.09% | +102.22% | |
| 25 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.62% | -0.13% | — | |
| 26 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.61% | +0.37% | +284.07% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.56% | — | +1.41% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.54% | — | +102.20% | |
| 29 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.50% | -0.08% | -2.38% | |
| 30 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.49% | -0.09% | — | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | +0.10% | +71.64% | |
| 32 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.48% | — | +42.82% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.48% | +0.22% | — | |
| 34 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.47% | — | — | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.44% | — | +1.23% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.44% | — | — | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.43% | — | +0.09% | |
| 38 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.43% | — | -2.08% | |
| 39 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.42% | — | — | |
| 40 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.42% | — | — | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.41% | — | +7.64% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.39% | +0.04% | — | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.39% | +1.38% | +1.03% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.32% | — | +0.08% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.32% | — | +116.48% | |
| 46 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.31% | — | — | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.31% | — | -9.06% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | +0.04% | +5.31% | |
| 49 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.28% | -0.06% | +70.17% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.28% | +0.11% | +973.43% |