CIK: 0002009346
申告総資産額
$2.8億
| # | 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 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 13.49% | -0.88% | +7.23% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 11.73% | -0.62% | +10.61% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 10.60% | -2.29% | +4.50% | |
| 4 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 8.80% | -1.17% | +3.22% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 8.79% | -1.51% | +7.73% | |
| 6 | DFAI | Dimensional International Co | ETF-その他 | 7.12% | -1.21% | — | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.68% | -0.03% | -10.52% | |
| 8 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 5.32% | -0.72% | +3.17% | |
| 9 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 4.34% | -0.48% | +74.23% | |
| 10 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 3.38% | +0.51% | +95.32% | |
| 11 | JEMA | Jpmorgan Activebuilders Emer | ETF-その他 | 3.03% | +0.11% | +0.92% | |
| 12 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.57% | +0.11% | -18.80% | |
| 13 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 1.46% | +0.11% | -14.31% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.24% | -0.07% | -17.70% | |
| 15 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.73% | — | -31.70% | |
| 16 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-その他 | 0.72% | -0.03% | -42.28% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | +0.17% | +0.45% | |
| 18 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.54% | -0.06% | — | |
| 19 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 0.54% | -0.09% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | +0.06% | -7.78% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | +1.19% | -12.67% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.43% | +0.07% | +6.63% | |
| 23 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.40% | +1.82% | NEW | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.39% | -0.33% | EXIT | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.32% | — | -1.63% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | +0.09% | — | |
| 27 | AAPL | Apple INC | 株式-IT | 0.27% | — | -11.88% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.26% | — | +0.24% | |
| 29 | VDE | Vanguard Energy ETF | ETF-その他 | 0.26% | — | -5.24% | |
| 30 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.25% | +0.03% | -20.53% | |
| 31 | DE | Deere & Co | 株式-資本財 | 0.22% | — | -12.38% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.22% | — | -1.76% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | +0.13% | — | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.18% | — | -7.32% | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 0.17% | — | — | |
| 36 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.17% | — | +11.33% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.16% | — | -0.87% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.14% | +0.14% | — | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.12% | — | — | |
| 40 | VFH | Vanguard Financials ETF | ETF-その他 | 0.12% | — | +26.33% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.12% | -0.10% | EXIT | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.12% | -0.10% | EXIT | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.12% | — | -29.96% | |
| 44 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.11% | — | -16.48% | |
| 45 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.11% | — | +186.52% | |
| 46 | VOX | Vanguard Communication Servi | ETF-その他 | 0.10% | — | +32.60% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.10% | +0.04% | — | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.10% | +0.04% | -31.14% | |
| 49 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.10% | — | -20.23% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.09% | — | — |