CIK: 0001907820
申告総資産額
$1.7億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 20.83% | -0.72% | -1.20% | |
| 2 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 6.04% | — | -27.20% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.39% | +0.01% | -2.58% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.90% | — | -44.52% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.65% | -0.68% | +8.45% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.79% | +0.39% | -30.44% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.68% | +0.02% | -0.19% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.68% | — | +4.97% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.66% | -0.15% | +2355.61% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-その他 | 2.59% | +0.61% | +14.85% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.30% | -0.16% | +1.09% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.18% | — | +58.82% | |
| 13 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 2.13% | — | +15.71% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.96% | — | -3.38% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.80% | +0.03% | -6.86% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.68% | — | -14.21% | |
| 17 | AMD | Advanced Micro Devices | 株式-IT | 1.50% | — | +28.34% | |
| 18 | PXI | Invesco Dorsey Wright Energy | ETF-その他 | 1.36% | — | -1.88% | |
| 19 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 1.34% | — | — | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.33% | — | -42.39% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.25% | -0.24% | +10.60% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.25% | +0.57% | +4.70% | |
| 23 | ENPH | Enphase Energy INC | 株式-IT | 1.19% | — | +30.11% | |
| 24 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.09% | — | -5.07% | |
| 25 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.03% | -0.82% | EXIT | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 1.01% | -0.13% | +0.21% | |
| 27 | SRPT | Sarepta Therapeutics INC | 株式-ヘルスケア | 1.00% | — | — | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 1.00% | +0.10% | +8.17% | |
| 29 | XLF | Ss Financial Select Sector | ETF-その他 | 0.96% | — | -0.05% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.93% | — | -21.67% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.91% | — | +116.34% | |
| 32 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.88% | — | +58.83% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.82% | — | — | |
| 34 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.78% | — | -2.89% | |
| 35 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.74% | +0.04% | -3.94% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.73% | — | -2.55% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.68% | — | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.65% | — | -2.55% | |
| 39 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 0.65% | — | — | |
| 40 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.64% | -0.94% | EXIT | |
| 41 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.64% | — | +6.35% | |
| 42 | GDYN | Grid Dynamics Holdings INC | 株式-その他 | 0.63% | — | -4.44% | |
| 43 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.56% | +0.04% | +10.42% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | +0.27% | — | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.54% | — | +4.18% | |
| 46 | NET | Cloudflare INC - Class A | 株式-IT | 0.53% | +0.12% | +29.33% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.48% | — | -4.60% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.46% | -0.06% | +1.20% | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.45% | — | — | |
| 50 | FIW | First Trust Water ETF | ETF-その他 | 0.41% | — | +1.88% |