CIK: 0001883134
申告総資産額
$5.7億
上位200銘柄を表示中(全345銘柄)
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 30.21% | -0.78% | -2.96% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 15.73% | -1.18% | -2.60% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 6.94% | -1.18% | +9.66% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.69% | -0.36% | +16.91% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.46% | +0.38% | +310.85% | |
| 6 | PREF | Pri Spe Pre Sec Acti-usd INC | ETF-その他 | 3.14% | — | +443.81% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.53% | +0.21% | -16.52% | |
| 8 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.08% | — | -56.50% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.83% | -1.15% | +3.69% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.65% | — | +278.96% | |
| 11 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.49% | — | +170.24% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.48% | +0.09% | -14.35% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.19% | — | +27.80% | |
| 14 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.11% | — | +2775.16% | |
| 15 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.98% | -0.11% | +22.86% | |
| 16 | AIA | Ishares Asia 50 ETF | ETF-その他 | 0.88% | — | +5251.29% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.80% | — | +16.60% | |
| 18 | XLF | Ss Financial Select Sector | ETF-その他 | 0.80% | -0.20% | +152.07% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.74% | — | — | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | +0.13% | +19.94% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.71% | — | +26.56% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.70% | — | -12.46% | |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.53% | — | -2.30% | |
| 24 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.50% | — | -24.99% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | +0.58% | +49.97% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.49% | — | +166.06% | |
| 27 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.48% | +0.97% | +9.07% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.46% | — | +23.91% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | +0.25% | -21.59% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.40% | -0.11% | +5.29% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.39% | — | +4.35% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.37% | — | +2.62% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.37% | +0.27% | -56.21% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | +0.27% | +9.47% | |
| 35 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.36% | — | +9.67% | |
| 36 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.35% | +0.26% | +0.81% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.35% | — | +341.76% | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.34% | — | +0.28% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.34% | — | +11.23% | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.33% | — | -90.33% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.28% | — | — | |
| 42 | ARKK | Ark Innovation ETF | ETF-その他 | 0.25% | — | -33.57% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.25% | — | +218.27% | |
| 44 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.23% | — | -86.29% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.23% | +1.36% | -54.50% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.23% | -0.14% | -23.50% | |
| 47 | FTCI | Ftc Solar INC | 株式-その他 | 0.18% | — | — | |
| 48 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.17% | — | +47.43% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.17% | — | +24950.00% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | -0.67% | +6.73% |