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 | 14.81% | -5.94% | -17.00% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.31% | -4.49% | +1426.82% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 5.77% | +0.32% | -19.20% | |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.00% | — | -35.18% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.71% | -0.10% | +1.32% | |
| 6 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 2.65% | -0.12% | +92.96% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.29% | — | +116.55% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.24% | -0.18% | +1.24% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.20% | — | +4.46% | |
| 10 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.09% | +0.42% | +46.70% | |
| 11 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-その他 | 1.73% | — | -3.96% | |
| 12 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 1.63% | +0.44% | +14.02% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.54% | -0.62% | +119.98% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.54% | +0.04% | +6.12% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.53% | — | +4.84% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.34% | +0.20% | +43.03% | |
| 17 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 1.33% | — | -17.48% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.18% | +0.01% | +157.84% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.18% | -0.09% | +445.39% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.13% | — | +0.47% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.11% | — | — | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.97% | — | -5.90% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | — | +3.92% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.92% | — | +0.46% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.39% | +0.81% | |
| 26 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 0.90% | +0.34% | -10.12% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.86% | — | -26.36% | |
| 28 | AMD | Advanced Micro Devices | 株式-IT | 0.83% | -0.03% | +6.88% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.79% | — | +17.41% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.77% | -0.85% | +0.27% | |
| 31 | CB | Chubb Limited | 株式-金融 | 0.75% | — | -0.07% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.69% | — | — | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.69% | +0.15% | -14.43% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.67% | — | -3.28% | |
| 35 | FHEQ | Fidelity Hedged Equity ETF | ETF-その他 | 0.66% | — | — | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.65% | — | +23.69% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.16% | +19.22% | |
| 38 | ASML | ASML Holding N.V. | 株式-IT | 0.58% | — | +3.48% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.56% | — | +42.62% | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.54% | — | -0.75% | |
| 41 | TFC | Truist Financial CORP | 株式-金融 | 0.54% | — | +59.86% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | -0.14% | +21.40% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | +1.87% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | +0.16% | -4.42% | |
| 45 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.52% | — | +1.81% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | +0.20% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.52% | -0.07% | +13.84% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.50% | — | -4.21% | |
| 49 | PH | Parker Hannifin CORP | 株式-資本財 | 0.48% | — | -8.81% | |
| 50 | PANW | Palo Alto Networks INC | 株式-IT | 0.48% | +0.13% | -15.05% |