CIK: 0001897144
申告総資産額
$2.2億
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 10.99% | -4.43% | -11.10% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 9.63% | -3.93% | EXIT | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 9.48% | +3.48% | +109.46% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 7.87% | -1.23% | EXIT | |
| 5 | PWB | Invesco Large Cap Growth ETF | ETF-大型株・グロース | 6.31% | +7.31% | NEW | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 6.13% | -4.28% | EXIT | |
| 7 | FDG | American Century Focused Dyn | ETF-その他 | 5.96% | -0.91% | EXIT | |
| 8 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 4.73% | — | +0.55% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.37% | — | -2.78% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.53% | -2.94% | EXIT | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.34% | -7.00% | EXIT | |
| 12 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 2.23% | — | — | |
| 13 | QGRO | American Century US Quality | ETF-その他 | 2.21% | -1.96% | EXIT | |
| 14 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.44% | -6.77% | EXIT | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.32% | -0.75% | EXIT | |
| 16 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.24% | — | — | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.22% | — | — | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.18% | +2.15% | — | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 1.16% | — | -15.89% | |
| 20 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 1.04% | — | — | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.02% | — | — | |
| 22 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.92% | -0.81% | EXIT | |
| 23 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.91% | -0.79% | EXIT | |
| 24 | APH | Amphenol Corp-cl A | 株式-IT | 0.83% | -0.93% | EXIT | |
| 25 | MU | Micron Technology INC | 株式-IT | 0.76% | -1.02% | EXIT | |
| 26 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-その他 | 0.75% | — | +57.90% | |
| 27 | TER | Teradyne INC | 株式-IT | 0.60% | — | — | |
| 28 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.56% | — | +46.39% | |
| 29 | APTV | Aptiv PLC | 株式-一般消費財 | 0.55% | — | — | |
| 30 | AMAT | Applied Materials INC | 株式-IT | 0.54% | — | — | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.53% | — | — | |
| 32 | CCI | Crown Castle INC | 株式-不動産 | 0.52% | — | — | |
| 33 | BX | Blackstone INC | 株式-金融 | 0.52% | — | — | |
| 34 | JSML | Janus Hender Sm Cap Grw Alph | ETF-その他 | 0.52% | — | +131.38% | |
| 35 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.51% | — | -19.89% | |
| 36 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.46% | — | — | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.45% | +4.04% | NEW | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.44% | +3.72% | NEW | |
| 39 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.43% | — | +7.46% | |
| 40 | AGZD | Wisdomtree Trust Wisdomtree | ETF-その他 | 0.42% | — | +5.78% | |
| 41 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.42% | — | +8.49% | |
| 42 | TPHD | Timothy Plan High Dvd Stck | ETF-その他 | 0.35% | — | -27.40% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.29% | — | — | |
| 44 | STX | Seagate Technology Holdings plc | 株式-IT | 0.25% | — | — | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.25% | — | — | |
| 46 | ACLC | American Century Large Cap E | ETF-大型株・グロース | 0.24% | — | — | |
| 47 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 0.24% | — | -0.22% | |
| 48 | BLK | Blackrock INC | 株式-金融 | 0.23% | — | — | |
| 49 | CI | THE Cigna Group | 株式-ヘルスケア | 0.23% | — | — | |
| 50 | GLW | Corning INC | 株式-IT | 0.23% | +0.89% | — |