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 | NVDA | Nvidia CORP | 株式-IT | 4.68% | -0.39% | -18.39% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.63% | -0.07% | -0.09% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.48% | -0.25% | -1.54% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.14% | -0.25% | -0.94% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-その他 | 2.62% | -0.02% | +23.86% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.29% | -0.12% | -2.19% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.91% | — | +1.00% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.85% | — | +0.11% | |
| 9 | CATY | Cathay General Bancorp | 株式-その他 | 1.70% | +0.07% | -0.05% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.63% | +0.08% | +0.28% | |
| 11 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.54% | — | -2.27% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.43% | — | -0.72% | |
| 13 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 1.40% | — | +0.41% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.28% | +0.07% | +1.65% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.26% | +0.03% | -0.07% | |
| 16 | AMAT | Applied Materials INC | 株式-IT | 1.23% | +0.69% | -2.48% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.23% | — | +2.82% | |
| 18 | BBSI | Barrett Business Svcs INC | 株式-その他 | 1.21% | +0.02% | -1.19% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.18% | — | -2.18% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.18% | +0.02% | +6.24% | |
| 21 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.13% | +0.01% | -0.34% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.12% | — | +3.11% | |
| 23 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.12% | -0.07% | +47.06% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.09% | — | +371.52% | |
| 25 | GS | Goldman Sachs Group INC | 株式-金融 | 1.05% | +0.01% | -1.18% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | — | -0.53% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.04% | — | +0.13% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 1.03% | — | -0.38% | |
| 29 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.02% | — | -2.65% | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 1.01% | +1.50% | -4.70% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | -1.25% | |
| 32 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.95% | — | +20.99% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.89% | +0.13% | +0.06% | |
| 34 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 0.88% | — | +11.62% | |
| 35 | LRCXEUR | Lam Research CORP | 株式-IT | 0.88% | — | -8.48% | |
| 36 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.85% | — | +3.58% | |
| 37 | HUM | Humana INC | 株式-ヘルスケア | 0.84% | — | +14.08% | |
| 38 | CZA | Invesco Zacks Mid-cap ETF | ETF-その他 | 0.83% | — | +0.30% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.83% | — | -0.61% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.83% | — | +0.49% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.80% | — | -2.52% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | — | -11.51% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | -0.34% | +0.45% | |
| 44 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.68% | — | -3.27% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.67% | — | +0.14% | |
| 46 | BX | Blackstone INC | 株式-金融 | 0.67% | — | -0.79% | |
| 47 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.66% | — | -1.53% | |
| 48 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.66% | — | -2.56% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | — | +17.18% | |
| 50 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.64% | — | +4.80% |