CIK: 0001806580
申告総資産額
$2.2億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 17.89% | — | +0.02% | |
| 2 | AAPL | Apple INC | 株式-IT | 16.24% | — | -1.52% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.26% | — | +0.07% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.94% | — | +1.01% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 5.29% | — | — | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.79% | — | +0.34% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.73% | — | -1.37% | |
| 8 | ESS | Essex Property Trust INC | 株式-不動産 | 3.56% | — | — | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 3.31% | — | -1.34% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.24% | — | +2.36% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.64% | — | -0.36% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.60% | — | +300.02% | |
| 13 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 2.44% | — | — | |
| 14 | QCOM | Qualcomm INC | 株式-IT | 2.37% | — | -3.91% | |
| 15 | LUV | Southwest Airlines Co | 株式-資本財 | 1.58% | — | -1.56% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.47% | — | -7.27% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.37% | — | — | |
| 18 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.00% | — | +4.78% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.96% | — | — | |
| 20 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.89% | — | +4.32% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.85% | — | +6.17% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | — | -0.34% | |
| 23 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.71% | — | -6.03% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.65% | — | +0.01% | |
| 25 | NXTG | First Trust Indxx Nextg ETF | ETF-その他 | 0.59% | — | — | |
| 26 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.54% | — | -0.51% | |
| 27 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.41% | — | -12.28% | |
| 28 | FPXI | First Trust International Eq | ETF-その他 | 0.41% | — | — | |
| 29 | MU | Micron Technology INC | 株式-IT | 0.38% | — | +54.27% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.37% | — | -0.74% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.35% | — | — | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.34% | — | +0.70% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.33% | — | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.30% | — | — | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | — | -3.12% | |
| 36 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.29% | — | +3.13% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | — | |
| 38 | AXP | American Express Co | 株式-金融 | 0.26% | — | — | |
| 39 | GM | General Motors Co | 株式-一般消費財 | 0.22% | — | +0.27% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.22% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.20% | — | — | |
| 42 | 0VVB | Paramount Global-class B | 株式-その他 | 0.18% | — | +533.48% | |
| 43 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 0.18% | — | +18.99% | |
| 44 | FXL | First Trust Technology Alpha | ETF-テック型 | 0.17% | — | — | |
| 45 | AMD | Advanced Micro Devices | 株式-IT | 0.15% | — | — | |
| 46 | QCLN | First Trust Nasdaq Clean Edg | ETF-テック型 | 0.15% | — | -4.88% | |
| 47 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.14% | — | — | |
| 48 | UPST | Upstart Holdings INC | 株式-金融 | 0.14% | — | +59.61% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.14% | — | +157.96% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | — | -2.49% |