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 | 4.23% | -0.39% | +0.72% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.12% | -0.25% | +1.61% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.54% | -0.07% | -4.70% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.11% | -0.02% | +8.65% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.92% | -0.25% | +3.18% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.41% | -0.12% | +2.35% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.23% | — | -5.13% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.75% | — | -2.96% | |
| 9 | CATY | Cathay General Bancorp | 株式-その他 | 1.74% | +0.07% | -1.13% | |
| 10 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.67% | — | -0.05% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.63% | — | -0.40% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.55% | +0.08% | +0.12% | |
| 13 | BBSI | Barrett Business Svcs INC | 株式-その他 | 1.39% | +0.02% | +0.18% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.37% | — | +3.72% | |
| 15 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 1.32% | — | -4.20% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.29% | — | +4.44% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.26% | +0.02% | +3.59% | |
| 18 | GS | Goldman Sachs Group INC | 株式-金融 | 1.25% | +0.01% | +0.57% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.23% | +0.07% | +3.21% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.23% | — | -2.45% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | — | -0.20% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.09% | — | +1.59% | |
| 23 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.06% | -0.07% | +26.45% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.05% | +0.03% | -2.75% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.97% | +0.01% | +0.17% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.95% | — | -0.77% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | -5.20% | |
| 28 | AMAT | Applied Materials INC | 株式-IT | 0.88% | +0.69% | +10.48% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.86% | — | +2.09% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.86% | +0.13% | +0.06% | |
| 31 | FTNT | Fortinet INC | 株式-IT | 0.84% | +0.35% | — | |
| 32 | ARM | Arm Holdings Plc-adr | 株式-IT | 0.82% | +0.60% | +26.10% | |
| 33 | AMD | Advanced Micro Devices | 株式-IT | 0.79% | +1.50% | +23.46% | |
| 34 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.78% | — | -6.98% | |
| 35 | JSML | Janus Hender Sm Cap Grw Alph | ETF-その他 | 0.76% | +0.02% | +19.65% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.76% | -0.34% | +0.40% | |
| 37 | LRCX | Lam Research CORP | 株式-IT | 0.75% | +0.78% | +0.30% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.74% | — | -9.75% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.73% | — | -0.80% | |
| 40 | CZA | Invesco Zacks Mid-cap ETF | ETF-その他 | 0.70% | — | -8.67% | |
| 41 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.69% | — | -12.08% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.69% | — | -2.73% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.68% | — | +0.13% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | — | -5.05% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | — | +2.97% | |
| 46 | VUSE | Vident US Eqty Strat ETF | ETF-その他 | 0.66% | — | +35.59% | |
| 47 | BX | Blackstone INC | 株式-金融 | 0.65% | — | +0.86% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.65% | +0.07% | +1.55% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.65% | — | -0.33% | |
| 50 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.64% | — | +0.94% |