CIK: 0001883134
申告総資産額
$5.7億
上位200銘柄を表示中(全396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 | 31.40% | -0.78% | +8.17% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 11.75% | -1.18% | +3.55% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 11.16% | +0.38% | +19.51% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 7.49% | -1.18% | +21.06% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-その他 | 6.81% | +0.21% | +24.26% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.27% | -0.36% | +1.75% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.03% | -1.15% | +2.69% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | +0.09% | +2091.88% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.25% | — | +21.03% | |
| 10 | SNX | TD Synnex CORP | 株式-IT | 1.09% | — | +0.28% | |
| 11 | XLF | Ss Financial Select Sector | ETF-その他 | 0.91% | -0.20% | +0.58% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.80% | — | +12.67% | |
| 13 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.72% | -0.11% | +0.18% | |
| 14 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.68% | +0.97% | +18.10% | |
| 15 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.64% | +0.26% | +7.93% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | +0.13% | +3.23% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | — | +7.40% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.51% | -0.11% | +7.96% | |
| 19 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.50% | — | -0.33% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | +0.27% | +9.80% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.49% | — | -10.38% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | +0.25% | +1.70% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | — | +83.00% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.42% | — | +0.04% | |
| 25 | PREF | Pri Spe Pre Sec Acti-usd INC | ETF-その他 | 0.41% | — | +27.72% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | +0.58% | +3.41% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.38% | — | -9.59% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.36% | +0.27% | +4.19% | |
| 29 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.35% | — | -37.23% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.33% | — | +7.53% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.33% | — | -3.55% | |
| 32 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 0.31% | — | — | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.28% | — | +0.03% | |
| 34 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.27% | — | +11.54% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.26% | — | +13.15% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.25% | — | +5.46% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.23% | — | -42.27% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.22% | +1.36% | +27.65% | |
| 39 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.19% | — | -19.08% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.18% | — | +0.09% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.18% | — | — | |
| 42 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 0.17% | — | -6.82% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.16% | — | +26.74% | |
| 44 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.16% | — | -12.62% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.15% | -0.14% | +47.15% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.15% | -0.67% | +0.37% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.13% | — | +0.20% | |
| 48 | FTCI | Ftc Solar INC | 株式-その他 | 0.13% | — | +57.53% | |
| 49 | 0LS | Burgerfi International INC | 株式-その他 | 0.12% | — | — | |
| 50 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.12% | — | — |