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 | 26.62% | -1.62% | +17.00% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 7.71% | +0.78% | +15.80% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 7.06% | +4.27% | +14.49% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 3.13% | -0.88% | -0.06% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.21% | -0.37% | +1.77% | |
| 6 | PANW | Palo Alto Networks INC | 株式-IT | 1.74% | -0.28% | +4.79% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.67% | — | +0.15% | |
| 8 | ARKK | Ark Innovation ETF | ETF-その他 | 1.49% | -0.26% | -11.83% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.45% | -0.30% | +12.29% | |
| 10 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.37% | -0.23% | +4.60% | |
| 11 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.28% | -0.14% | -7.77% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.23% | +0.15% | +9.97% | |
| 13 | CMI | Cummins INC | 株式-資本財 | 1.21% | +0.01% | +30.87% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.20% | +0.18% | +11.46% | |
| 15 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.17% | +0.19% | +10.22% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | -0.17% | +6.85% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.12% | +0.30% | +3.32% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.09% | — | -29.31% | |
| 19 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.09% | -0.40% | +0.34% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.05% | — | -10.46% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.01% | -0.17% | +6.06% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | -0.17% | +0.51% | |
| 23 | AFL | Aflac INC | 株式-金融 | 0.88% | — | -0.47% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.86% | -0.15% | -0.69% | |
| 25 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.84% | — | +2.47% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.80% | +0.31% | +14.66% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.80% | +0.29% | +11.67% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.79% | — | +8.05% | |
| 29 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.77% | +0.34% | +12.83% | |
| 30 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.75% | — | +2.61% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.74% | -0.30% | -21.34% | |
| 32 | NOW | Servicenow INC | 株式-IT | 0.74% | -0.13% | +550.81% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.73% | — | -0.95% | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.72% | +0.30% | +10.26% | |
| 35 | EMR | Emerson Electric Co | 株式-資本財 | 0.71% | — | +2.76% | |
| 36 | REZ | Ishars Res And Multi Reales | ETF-その他 | 0.70% | +0.35% | +12.29% | |
| 37 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 0.70% | -0.48% | +15.43% | |
| 38 | WM | Waste Management INC | 株式-資本財 | 0.69% | — | +2.82% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | +0.03% | +3.32% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.69% | -0.69% | EXIT | |
| 41 | GD | General Dynamics CORP | 株式-資本財 | 0.68% | — | +2.47% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | — | +4.99% | |
| 43 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.57% | +0.08% | +3.48% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | -0.19% | -26.87% | |
| 45 | AIZ | Assurant INC | 株式-金融 | 0.54% | -0.09% | +3.95% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.51% | — | +4.06% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | — | — | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | — | +93.59% | |
| 49 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 0.49% | — | -10.33% | |
| 50 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.48% | -0.09% | -0.20% |