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 | 6.91% | +3.14% | +0.74% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.08% | +0.11% | +5.16% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.94% | -0.06% | -1.24% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.72% | — | +4.81% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.63% | — | -3.47% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.58% | — | +117.12% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.50% | — | +114.54% | |
| 8 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 2.46% | — | +4.30% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.35% | +0.13% | -36.88% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.14% | +0.14% | — | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.95% | — | +2.24% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.88% | — | +3.03% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.80% | — | -1.27% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.77% | — | -1.21% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | — | -3.93% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.74% | — | -16.21% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.54% | — | -14.82% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.52% | -0.81% | +61.91% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.47% | — | -10.90% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.45% | +0.19% | NEW | |
| 21 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.26% | — | — | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.21% | -0.22% | EXIT | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.17% | — | -1.24% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.09% | — | +0.02% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 1.01% | +0.04% | +14.21% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.01% | — | +0.64% | |
| 27 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.98% | — | +123.87% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.98% | — | +2.09% | |
| 29 | TGT | Target CORP | 株式-一般消費財 | 0.94% | — | -0.51% | |
| 30 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.90% | — | +15.93% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.90% | — | +13.56% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.88% | — | -19.41% | |
| 33 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.85% | — | -67.31% | |
| 34 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.83% | — | -0.85% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.82% | — | -14.05% | |
| 36 | ✓ | Horizon Therapeutics PLC | 株式-その他 | 0.76% | — | +52.29% | |
| 37 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.76% | — | -4.63% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | +0.22% | -25.40% | |
| 39 | SHOP | Shopify INC - Class A | 株式-IT | 0.70% | — | -13.74% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.67% | — | — | |
| 41 | AAAUUSD | Goldman Sachs Physical Gold | ETF-コモディティ | 0.65% | — | — | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.62% | — | -4.53% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | -4.20% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.57% | — | -5.59% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | -13.48% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.52% | — | -0.45% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +8.10% | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.51% | — | — | |
| 49 | DHR | Danaher CORP | 株式-ヘルスケア | 0.49% | — | +6.88% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.49% | — | -14.52% |