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 | 5.74% | +3.14% | +11.09% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.82% | +0.11% | +2.70% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.16% | -0.06% | +7.37% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.78% | — | -2.26% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.71% | +1.81% | +6.52% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.47% | +0.14% | +0.07% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.19% | +0.13% | -3.85% | |
| 8 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 2.05% | — | +36.21% | |
| 9 | AMLP | Alerian Mlp ETF | ETF-その他 | 2.04% | — | -8.29% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.78% | — | +1.96% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.53% | — | +0.91% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.45% | — | +1.57% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.42% | -0.81% | -0.52% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.38% | — | +4.34% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.32% | +0.04% | +282.17% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.32% | — | +2.44% | |
| 17 | CRM | Salesforce INC | 株式-IT | 1.30% | — | +11.02% | |
| 18 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 1.18% | — | +11.98% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.16% | — | -3.84% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.15% | — | +5.96% | |
| 21 | F | Ford Motor Co | 株式-一般消費財 | 1.12% | — | +33.08% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.09% | — | -11.13% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.01% | — | +1.31% | |
| 24 | SOFI | Sofi Technologies INC | 株式-金融 | 0.99% | — | +127.98% | |
| 25 | SHOP | Shopify INC - Class A | 株式-IT | 0.92% | — | +4.58% | |
| 26 | PYPL | Paypal Holdings INC | 株式-金融 | 0.91% | — | +27.88% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | +34.30% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.88% | — | -7.70% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | -17.03% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.86% | — | -2.83% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.82% | +0.19% | NEW | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.81% | — | +12.24% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.79% | — | +9.67% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 0.78% | — | +6.94% | |
| 35 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.71% | — | -7.77% | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 0.71% | — | +0.04% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | — | +112.69% | |
| 38 | ✓ | Horizon Therapeutics PLC | 株式-その他 | 0.64% | — | -0.42% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | -8.09% | |
| 40 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.58% | — | +5.90% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | +0.22% | +62.60% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.57% | — | +10.63% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | +10.83% | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.55% | — | +159.49% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.54% | — | +26.35% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.52% | — | +116.24% | |
| 47 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.51% | — | -5.68% | |
| 48 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.51% | +0.28% | NEW | |
| 49 | NUE | Nucor CORP | 株式-素材 | 0.49% | — | +53.50% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.49% | — | +22.72% |