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 | 5.50% | +3.14% | +1.96% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.35% | +0.11% | +3.67% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.97% | -0.06% | +41.91% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.75% | +1.81% | +862.90% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.60% | — | +24.29% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.33% | +0.13% | +30.43% | |
| 7 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.09% | — | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.07% | +0.14% | +9.60% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.77% | — | -18.11% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.69% | — | +23.41% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.58% | — | -2.24% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.29% | — | +14.88% | |
| 13 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.27% | — | -27.55% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.22% | — | +71.30% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | +49.96% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.14% | -0.22% | EXIT | |
| 17 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 1.14% | — | — | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.12% | — | -9.84% | |
| 19 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 1.11% | — | +71.80% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | — | -1.58% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.10% | — | -17.80% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.09% | — | -31.00% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.07% | -0.14% | EXIT | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.07% | +0.04% | +37.85% | |
| 25 | INTC | Intel CORP | 株式-IT | 1.06% | +0.19% | NEW | |
| 26 | CRM | Salesforce INC | 株式-IT | 1.06% | — | +63.78% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.00% | -0.81% | -2.13% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.92% | — | -50.75% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.92% | — | +149.01% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.87% | — | +63.29% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.86% | — | +331.85% | |
| 32 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.85% | — | — | |
| 33 | SHOP | Shopify INC - Class A | 株式-IT | 0.85% | — | +65.54% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.78% | — | +8.28% | |
| 35 | TGT | Target CORP | 株式-一般消費財 | 0.77% | — | -3.03% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | — | +22.38% | |
| 37 | SOLY | Soliton INC | 株式-その他 | 0.75% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | +37.27% | |
| 39 | ✓ | Horizon Therapeutics PLC | 株式-その他 | 0.67% | — | -7.06% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.65% | — | — | |
| 41 | PYPL | Paypal Holdings INC | 株式-金融 | 0.61% | — | +114.48% | |
| 42 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.57% | — | +167.92% | |
| 43 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.57% | — | -5.40% | |
| 44 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.57% | — | +381.27% | |
| 45 | KBH | Kb Home | 株式-一般消費財 | 0.56% | — | — | |
| 46 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.55% | — | -3.75% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.54% | +0.08% | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | +26.55% | |
| 49 | DE | Deere & Co | 株式-資本財 | 0.52% | — | — | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.52% | — | +52.55% |