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 | 19.16% | -5.94% | -25.29% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 7.92% | +0.32% | +4.64% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 6.97% | — | -19.87% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.71% | -0.10% | +0.85% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.53% | — | +26.56% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.99% | -0.18% | +5.36% | |
| 7 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-その他 | 1.98% | — | — | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.60% | +0.42% | +45.67% | |
| 9 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 1.59% | — | — | |
| 10 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 1.51% | +0.44% | — | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | — | -1.54% | |
| 12 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 1.29% | +0.34% | -46.33% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.24% | — | -27.39% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.24% | -0.12% | +51.82% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.22% | — | -9.40% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.18% | +0.04% | +8.85% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | +0.39% | -2.63% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.17% | — | +0.82% | |
| 19 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.12% | — | — | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.07% | +0.20% | -44.74% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.04% | — | +9.91% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.98% | — | +0.42% | |
| 23 | CB | Chubb Limited | 株式-金融 | 0.93% | — | -4.92% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.92% | +0.15% | +45.31% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.90% | — | — | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.78% | — | -3.02% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.76% | -0.85% | -5.59% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | +0.16% | -12.36% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | +0.16% | -56.37% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | — | +107.99% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.68% | -0.62% | — | |
| 32 | AMD | Advanced Micro Devices | 株式-IT | 0.66% | -0.03% | +52.41% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | -2.33% | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.64% | — | -0.13% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.63% | — | +29.61% | |
| 36 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.62% | — | -14.34% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.62% | — | -13.05% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +0.54% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.61% | — | -5.74% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | — | -70.11% | |
| 41 | PANW | Palo Alto Networks INC | 株式-IT | 0.56% | +0.13% | -24.08% | |
| 42 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.55% | — | -88.72% | |
| 43 | PH | Parker Hannifin CORP | 株式-資本財 | 0.55% | — | -14.58% | |
| 44 | ASML | ASML Holding N.V. | 株式-IT | 0.55% | — | +9.99% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.55% | -0.14% | +5.58% | |
| 46 | CPB | THE Campbell's Company | 株式-生活必需品 | 0.54% | — | +48.80% | |
| 47 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.53% | +0.65% | -56.35% | |
| 48 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.52% | +0.13% | -2.14% | |
| 49 | FTNT | Fortinet INC | 株式-IT | 0.52% | +0.10% | -14.43% | |
| 50 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.50% | +0.01% | — |