CIK: 0001927796
申告総資産額
$1.6億
| # | 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 | AAPL | Apple INC | 株式-IT | 4.83% | -0.25% | -0.70% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.27% | -0.07% | -1.41% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.81% | -0.25% | -3.97% | |
| 4 | CATY | Cathay General Bancorp | 株式-その他 | 2.39% | +0.07% | +0.00% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.28% | -0.12% | -0.54% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.16% | — | -0.68% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.92% | -0.39% | -9.79% | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.71% | +0.03% | -0.14% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.68% | — | +0.53% | |
| 10 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.67% | +0.03% | -0.83% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.59% | +0.01% | -3.01% | |
| 12 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 1.43% | — | -8.87% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.34% | — | -1.07% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.30% | — | -11.92% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.26% | +0.07% | -1.68% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.25% | — | +1.11% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.21% | — | +0.92% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.19% | — | -5.29% | |
| 19 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.18% | — | +0.24% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.13% | — | -11.81% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.09% | — | +35.60% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.07% | — | +3.73% | |
| 23 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 1.04% | — | -1.57% | |
| 24 | CZA | Invesco Zacks Mid-cap ETF | ETF-その他 | 1.03% | — | +1.57% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.02% | +0.02% | -2.47% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 1.02% | — | +0.56% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.00% | -0.34% | +0.30% | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.99% | — | +1.89% | |
| 29 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.98% | — | +22.62% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.97% | — | -1.65% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | +0.08% | -2.21% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | — | -3.55% | |
| 33 | AMAT | Applied Materials INC | 株式-IT | 0.93% | +0.69% | -6.98% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.92% | +0.13% | +0.11% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.91% | — | +0.04% | |
| 36 | BBSI | Barrett Business Svcs INC | 株式-その他 | 0.88% | +0.02% | -0.56% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | -5.94% | |
| 38 | HUM | Humana INC | 株式-ヘルスケア | 0.85% | — | +7.54% | |
| 39 | AMD | Advanced Micro Devices | 株式-IT | 0.84% | +1.50% | -6.33% | |
| 40 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.83% | — | +200.00% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | -2.56% | |
| 42 | GS | Goldman Sachs Group INC | 株式-金融 | 0.79% | +0.01% | +0.42% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.77% | -0.02% | +35.79% | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.76% | — | -17.72% | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.76% | — | +12.63% | |
| 46 | RZG | Invesco S&p Smallcap 600 Pur | ETF-その他 | 0.74% | — | +0.03% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.72% | — | -3.59% | |
| 48 | RFG | Invesco S&p Midcap 400 Pure | ETF-その他 | 0.71% | — | -2.67% | |
| 49 | CLX | Clorox Company | 株式-生活必需品 | 0.71% | — | -10.74% | |
| 50 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.71% | — | +3.99% |