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 | 24.29% | -0.72% | -0.05% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 9.03% | +1.66% | +69.56% | |
| 3 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 5.34% | — | +65.49% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.86% | +0.01% | — | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.59% | -0.68% | -1.95% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.49% | -0.15% | +3.53% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.32% | +0.39% | -33.65% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.14% | — | +0.79% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.97% | — | -4.67% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.75% | -0.16% | -6.13% | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 2.43% | — | -14.97% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.84% | -0.13% | — | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.72% | — | -4.93% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.57% | +0.03% | +0.80% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.54% | +0.57% | +3.46% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.51% | -0.24% | -0.16% | |
| 17 | ENPH | Enphase Energy INC | 株式-IT | 1.35% | — | +12.86% | |
| 18 | NET | Cloudflare INC - Class A | 株式-IT | 1.16% | +0.12% | +24.83% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.15% | — | +0.47% | |
| 20 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.01% | -0.82% | EXIT | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | +0.27% | +28.26% | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.94% | — | +267.33% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.93% | — | +4.11% | |
| 24 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.84% | — | -2.86% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.82% | — | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | +1.08% | |
| 27 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.78% | +0.04% | — | |
| 28 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 0.76% | — | -84.63% | |
| 29 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.72% | +0.10% | — | |
| 30 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.71% | — | -2.99% | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.67% | — | +23.24% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | — | -8.76% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.58% | — | -5.66% | |
| 34 | FLYW | Flywire Corp-voting | 株式-その他 | 0.56% | — | +17.08% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.54% | -0.06% | -6.22% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.54% | — | +0.11% | |
| 37 | XLE | Ss Energy Select Sector | ETF-その他 | 0.52% | +0.10% | -79.79% | |
| 38 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 0.50% | — | -0.62% | |
| 39 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.50% | -0.10% | +109.41% | |
| 40 | ON | On Semiconductor | 株式-IT | 0.40% | — | -22.39% | |
| 41 | INTT | Intest CORP | 株式-その他 | 0.39% | — | — | |
| 42 | DBC | Invesco Db Commodity Index T | ETF-コモディティ | 0.37% | — | — | |
| 43 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.36% | — | — | |
| 44 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.33% | — | — | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.31% | — | — | |
| 46 | FIW | First Trust Water ETF | ETF-その他 | 0.31% | — | — | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.30% | +0.35% | -22.60% | |
| 48 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.29% | -0.94% | EXIT | |
| 49 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.28% | +0.04% | -10.77% | |
| 50 | ALL | Allstate CORP | 株式-金融 | 0.27% | +0.10% | — |