CIK: 0001730889
申告総資産額
$3.3億
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.87% | +3.14% | -1.34% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.55% | +0.11% | +237.16% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.62% | +0.13% | +9.20% | |
| 4 | SH1USD | Proshares Short S&p500 | ETF-その他 | 3.24% | — | -6.42% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.16% | -0.06% | -13.54% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.84% | — | -16.81% | |
| 7 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 2.60% | — | -0.22% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.55% | — | -6.50% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.15% | — | -3.79% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 2.10% | — | -1.57% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 2.03% | — | +5.21% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.01% | — | -4.11% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.97% | +0.14% | -5.62% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.91% | — | +0.39% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.90% | — | -4.47% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.83% | +0.19% | NEW | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.82% | — | -4.99% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.34% | -0.22% | EXIT | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.31% | — | -26.27% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.28% | — | +34.78% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.25% | — | +11.25% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | -4.05% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.16% | — | -1.62% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.12% | — | +0.03% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.06% | +0.22% | -4.75% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.04% | — | +1.19% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.02% | -0.81% | — | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 1.01% | +0.04% | -21.27% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.99% | — | -6.74% | |
| 30 | TGT | Target CORP | 株式-一般消費財 | 0.93% | — | -18.61% | |
| 31 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.83% | — | +0.88% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.81% | — | -18.48% | |
| 33 | SHOP | Shopify INC - Class A | 株式-IT | 0.81% | — | -10.94% | |
| 34 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.80% | — | -27.45% | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.74% | — | -1.67% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.74% | — | -3.37% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.72% | — | — | |
| 38 | AAAUUSD | Goldman Sachs Physical Gold | ETF-コモディティ | 0.71% | — | — | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.71% | — | -43.32% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.71% | — | +0.03% | |
| 41 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.69% | — | -5.39% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.69% | — | +1.28% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | — | +449.43% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.61% | — | +5.57% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.60% | — | -3.34% | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.59% | — | -13.67% | |
| 47 | ✓ | Horizon Therapeutics PLC | 株式-その他 | 0.58% | — | +4.34% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.56% | — | — | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.56% | — | -19.06% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.54% | — | +7.58% |