CIK: 0002067071
申告総資産額
$1.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 37.53% | -0.35% | -0.35% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-その他 | 20.24% | -0.80% | -0.17% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.96% | +0.01% | -0.69% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.45% | -0.11% | — | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.90% | +0.24% | +12.89% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.80% | -0.04% | +410.92% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.71% | -0.13% | -1.44% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.44% | +0.14% | +0.07% | |
| 9 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 3.19% | -0.11% | — | |
| 10 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.95% | +0.05% | -3.59% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.96% | -0.03% | +100.00% | |
| 12 | CBNK | Capital Bancorp Inc/md | 株式-その他 | 0.60% | -0.03% | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.06% | — | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.51% | +0.04% | — | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.40% | +0.47% | -0.73% | |
| 16 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.35% | — | — | |
| 17 | IZRL | Ark Israel Innovative Techno | ETF-テック型 | 0.34% | -0.01% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | -0.02% | +21.71% | |
| 19 | ISRA | Vaneck Israel ETF | ETF-その他 | 0.27% | +0.02% | — | |
| 20 | AXON | Axon Enterprise INC | 株式-資本財 | 0.26% | -0.06% | — | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | +38.72% | |
| 22 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.24% | +0.03% | — | |
| 23 | EWG | Ishares Msci Germany ETF | ETF-その他 | 0.20% | -0.01% | -1.00% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.18% | +0.10% | — | |
| 25 | FLGB | Franklin Ftse United Kingdom | ETF-その他 | 0.17% | +0.02% | -0.97% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.17% | -0.02% | — | |
| 27 | EWN | Ishares Msci Netherlands ETF | ETF-その他 | 0.17% | +0.01% | — | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.16% | -0.16% | EXIT | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.16% | — | — | |
| 30 | ETHA | Ishares Ethereum Trust ETF | ETF-その他 | 0.15% | -0.15% | EXIT | |
| 31 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.15% | -0.15% | EXIT | |
| 32 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.15% | -0.15% | EXIT | |
| 33 | WTM | White Mountains Insurance Group, Ltd. | 株式-金融 | 0.14% | +0.01% | — |