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 | 5.72% | -0.39% | -2.89% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.80% | -0.25% | -1.62% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.45% | -0.07% | -0.62% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.43% | -0.25% | +2.31% | |
| 5 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.05% | -0.02% | +3.35% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.29% | -0.12% | +1.21% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.22% | — | -0.52% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.04% | — | +17.56% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.94% | +0.08% | -0.70% | |
| 10 | CATY | Cathay General Bancorp | 株式-その他 | 1.56% | +0.07% | -1.72% | |
| 11 | GS | Goldman Sachs Group INC | 株式-金融 | 1.47% | +0.01% | -3.50% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.35% | — | +0.61% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.34% | +0.02% | -1.27% | |
| 14 | LRCX | Lam Research CORP | 株式-IT | 1.31% | +0.78% | +2.08% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.26% | — | +3.83% | |
| 16 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.25% | -0.40% | -0.74% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.23% | +0.07% | -2.67% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | — | -0.98% | |
| 19 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.18% | — | — | |
| 20 | BBSI | Barrett Business Svcs INC | 株式-その他 | 1.16% | +0.02% | -4.14% | |
| 21 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 1.13% | — | +0.44% | |
| 22 | ARM | Arm Holdings Plc-adr | 株式-IT | 1.12% | +0.60% | +1.93% | |
| 23 | AMD | Advanced Micro Devices | 株式-IT | 1.08% | +1.50% | -2.57% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.99% | +0.13% | +0.03% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.99% | — | +0.83% | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.98% | +0.03% | +0.21% | |
| 27 | AMAT | Applied Materials INC | 株式-IT | 0.98% | +0.69% | +4.52% | |
| 28 | ASML | ASML Holding N.V. | 株式-IT | 0.89% | +0.22% | +9.00% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.89% | +0.01% | -2.97% | |
| 30 | JSML | Janus Hender Sm Cap Grw Alph | ETF-その他 | 0.82% | +0.02% | +2.46% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.81% | — | +0.13% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.77% | — | -0.57% | |
| 33 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.75% | -0.07% | -30.59% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.73% | — | +0.10% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.69% | — | -3.34% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.68% | — | +0.44% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.68% | — | +6.96% | |
| 38 | VUSE | Vident US Eqty Strat ETF | ETF-その他 | 0.68% | — | -4.32% | |
| 39 | FTNT | Fortinet INC | 株式-IT | 0.68% | +0.35% | +11.41% | |
| 40 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.67% | +0.27% | -0.56% | |
| 41 | BX | Blackstone INC | 株式-金融 | 0.67% | — | -0.12% | |
| 42 | APP | Applovin Corp-class A | 株式-IT | 0.65% | +0.05% | +95.38% | |
| 43 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.64% | — | +1.41% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | -0.43% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.63% | -0.34% | +1.27% | |
| 46 | FAD | First Trust Multi Cap Growth | ETF-その他 | 0.63% | +0.04% | +0.32% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.62% | — | +0.17% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.61% | — | +0.24% | |
| 49 | CZA | Invesco Zacks Mid-cap ETF | ETF-その他 | 0.58% | — | -1.80% | |
| 50 | PAVE | Global X US Infrastructure | ETF-その他 | 0.56% | — | +11.91% |