CIK: 0001894921
申告総資産額
$3.2億
| # | 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 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 19.54% | -0.94% | -1.31% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 18.10% | +1.66% | +208.06% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 12.43% | +0.07% | -1.20% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 8.86% | +0.11% | +0.70% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.39% | +0.05% | +1.58% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 5.85% | +6.58% | NEW | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 5.74% | +0.01% | +3.70% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.98% | +0.12% | -0.98% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.86% | -0.15% | +34.62% | |
| 10 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.81% | +0.05% | +2.46% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.39% | +0.43% | +61.42% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.13% | -0.42% | +66.25% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | — | +0.74% | |
| 14 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.76% | — | +99.21% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -0.04% | +25.06% | |
| 16 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.68% | -0.09% | — | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | -0.10% | +20.97% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.64% | -0.06% | -9.26% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.42% | -0.06% | +50.99% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | +0.06% | +25.97% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | +0.21% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.31% | -0.06% | +27.79% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | — | +12.25% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | +25.64% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.28% | — | +188.45% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.27% | -0.05% | +31.84% | |
| 27 | SOUN | Soundhound Ai Inc-a | 株式-IT | 0.23% | — | — | |
| 28 | HTLFEUR | Heartland Financial USA INC | 株式-その他 | 0.22% | — | +0.03% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.21% | +0.08% | -8.06% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.20% | — | -1.43% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | +13.50% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.18% | +0.07% | +2.74% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.17% | — | +1.14% | |
| 34 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.17% | — | -0.01% | |
| 35 | KLAC | Kla CORP | 株式-IT | 0.16% | +0.13% | — | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.15% | — | +51.16% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.15% | — | +2.29% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.15% | — | +6.14% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.13% | — | +18.17% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.12% | — | +33.02% | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.12% | — | — | |
| 42 | SNPS | Synopsys INC | 株式-IT | 0.11% | -0.07% | EXIT | |
| 43 | AMAT | Applied Materials INC | 株式-IT | 0.11% | +0.05% | — | |
| 44 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.11% | -0.07% | EXIT | |
| 45 | AXP | American Express Co | 株式-金融 | 0.11% | -0.05% | — | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.11% | — | +30.06% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.10% | +0.05% | +3.20% | |
| 48 | LRCX | Lam Research CORP | 株式-IT | 0.10% | — | — | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.10% | -0.49% | EXIT | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.10% | — | — |