CIK: 0001803386
申告総資産額
$2.5億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 22.42% | -5.94% | +37.15% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 7.36% | — | +67.98% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.58% | +0.32% | +23.81% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 4.50% | — | +4.81% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.39% | -0.10% | +8.56% | |
| 6 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.66% | — | +1.91% | |
| 7 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.74% | — | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.17% | -4.49% | +4.25% | |
| 9 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 1.87% | +0.34% | -3.01% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.77% | -0.18% | -5.39% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.75% | — | -45.68% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.63% | — | -8.89% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.55% | +0.20% | -13.60% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | — | +10.17% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.38% | — | — | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | +0.16% | +0.08% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.12% | +0.04% | -7.59% | |
| 18 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.97% | +0.65% | +39.22% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.95% | — | +3.66% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.94% | — | +9.95% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.39% | +1.88% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.84% | — | +1.32% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | +1.99% | |
| 24 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.78% | -0.12% | +8.13% | |
| 25 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.77% | +0.42% | +60.75% | |
| 26 | CB | Chubb Limited | 株式-金融 | 0.74% | — | +1.45% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.69% | -0.85% | — | |
| 28 | PANW | Palo Alto Networks INC | 株式-IT | 0.66% | +0.13% | +78.52% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.64% | — | — | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.16% | +1.58% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.57% | +0.15% | +1.86% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.56% | — | -1.48% | |
| 33 | PH | Parker Hannifin CORP | 株式-資本財 | 0.56% | — | +2.57% | |
| 34 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.55% | — | +3.62% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +0.44% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | +0.90% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | -10.42% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | — | +8.14% | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.52% | — | -0.16% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.51% | +0.13% | +0.61% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.50% | — | +2.40% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.50% | — | +71.99% | |
| 43 | FTNT | Fortinet INC | 株式-IT | 0.49% | +0.10% | +0.70% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | -0.07% | -0.46% | |
| 45 | ASML | ASML Holding N.V. | 株式-IT | 0.43% | — | +1.14% | |
| 46 | AMD | Advanced Micro Devices | 株式-IT | 0.43% | -0.03% | +0.69% | |
| 47 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.42% | — | +3.18% | |
| 48 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.42% | — | -3.14% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | -0.14% | -35.29% | |
| 50 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.39% | +0.13% | +2.48% |