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 | 23.36% | -0.72% | -5.80% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 9.92% | +1.66% | +4.55% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.84% | -0.68% | — | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.74% | +0.01% | -0.31% | |
| 5 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 4.11% | — | -27.94% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.82% | -0.15% | -3.51% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.73% | +0.03% | -2.65% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.23% | +0.39% | -28.32% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.75% | -0.16% | -0.41% | |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.72% | — | +3.28% | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 2.56% | — | +1.61% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.03% | — | -6.48% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.90% | -0.13% | -5.04% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.73% | — | -27.55% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.47% | +0.57% | +9.02% | |
| 16 | TACK | Fairlead Tactical Sector ETF | ETF-その他 | 1.47% | — | +8.21% | |
| 17 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.32% | — | -2.92% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.28% | -0.24% | -15.69% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.23% | — | -0.96% | |
| 20 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.19% | -0.82% | EXIT | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.27% | -0.43% | |
| 22 | ENPH | Enphase Energy INC | 株式-IT | 0.86% | — | +16.08% | |
| 23 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.84% | -0.10% | -6.90% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | +0.27% | |
| 25 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.77% | — | +1.02% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.76% | — | — | |
| 27 | NET | Cloudflare INC - Class A | 株式-IT | 0.75% | +0.12% | -1.76% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.74% | — | +8.81% | |
| 29 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.74% | +0.10% | — | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | — | +0.61% | |
| 31 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.67% | +0.04% | — | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.62% | — | -6.55% | |
| 33 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.60% | — | -10.42% | |
| 34 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.57% | — | +12.50% | |
| 35 | FLYW | Flywire Corp-voting | 株式-その他 | 0.54% | — | +7.08% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.54% | — | — | |
| 37 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.53% | -0.06% | -58.44% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.52% | — | +2.08% | |
| 39 | XLE | Ss Energy Select Sector | ETF-その他 | 0.50% | +0.10% | -10.08% | |
| 40 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.49% | — | -26.43% | |
| 41 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 0.49% | — | -6.37% | |
| 42 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 0.48% | +0.10% | -8.11% | |
| 43 | INDY | Ishares India 50 ETF | ETF-その他 | 0.47% | — | -11.27% | |
| 44 | EWG | Ishares Msci Germany ETF | ETF-その他 | 0.46% | — | -6.03% | |
| 45 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.34% | — | — | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.34% | — | — | |
| 47 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.33% | — | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.29% | +0.35% | -5.29% | |
| 49 | ALL | Allstate CORP | 株式-金融 | 0.28% | +0.10% | — | |
| 50 | FIW | First Trust Water ETF | ETF-その他 | 0.28% | — | -18.28% |