CIK: 0002072223
申告総資産額
$1.1億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 19.58% | -1.62% | — | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 8.83% | +4.27% | — | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 8.58% | +0.78% | — | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 3.58% | -0.88% | — | |
| 5 | AAPL | Apple INC | 株式-IT | 2.49% | -0.37% | — | |
| 6 | PANW | Palo Alto Networks INC | 株式-IT | 2.08% | -0.28% | — | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.81% | — | — | |
| 8 | ARKK | Ark Innovation ETF | ETF-その他 | 1.74% | -0.26% | — | |
| 9 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.59% | -0.14% | — | |
| 10 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.41% | +0.15% | — | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.39% | +0.30% | — | |
| 12 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.37% | +0.18% | — | |
| 13 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.36% | +0.19% | — | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.31% | -0.17% | — | |
| 15 | INFA1EUR | Informatica INC - Class A | 株式-その他 | 1.28% | — | — | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.27% | -0.17% | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.25% | -0.30% | — | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.24% | -0.40% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.22% | — | — | |
| 20 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.22% | -0.23% | — | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.18% | — | — | |
| 22 | NOW | Servicenow INC | 株式-IT | 1.11% | -0.13% | — | |
| 23 | AFL | Aflac INC | 株式-金融 | 1.09% | — | — | |
| 24 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.07% | +0.34% | — | |
| 25 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.06% | +0.31% | — | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.05% | +0.29% | — | |
| 27 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 1.05% | -0.48% | — | |
| 28 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.99% | — | — | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.97% | — | — | |
| 30 | REZ | Ishars Res And Multi Reales | ETF-その他 | 0.92% | +0.35% | — | |
| 31 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.88% | — | — | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | -0.30% | — | |
| 33 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.85% | +0.30% | — | |
| 34 | EMR | Emerson Electric Co | 株式-資本財 | 0.83% | — | — | |
| 35 | CMI | Cummins INC | 株式-資本財 | 0.82% | +0.01% | — | |
| 36 | WM | Waste Management INC | 株式-資本財 | 0.80% | — | — | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.80% | +0.03% | — | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | -0.19% | — | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | -0.15% | — | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.75% | -0.15% | — | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.73% | -0.30% | EXIT | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.72% | -0.69% | EXIT | |
| 43 | GD | General Dynamics CORP | 株式-資本財 | 0.67% | — | — | |
| 44 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.67% | -0.09% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | -0.17% | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | — | — | |
| 47 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.60% | -0.21% | — | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.60% | — | — | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | — | |
| 50 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.59% | +0.08% | — |