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 | 19.95% | -0.72% | +6.07% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 6.76% | +0.27% | +147.04% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 6.63% | +0.02% | -24.47% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.25% | -0.68% | +29.47% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 4.44% | +1.66% | +54.45% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.42% | -0.15% | +4.02% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.37% | +0.01% | -1.18% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.89% | +0.17% | +0.38% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.16% | +0.39% | +11.12% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.62% | -0.16% | +3.27% | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 2.08% | — | +2.03% | |
| 12 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.97% | -0.12% | -5.53% | |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.89% | -0.94% | EXIT | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.83% | — | +45.30% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.51% | -0.13% | -1.97% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.48% | +0.57% | -1.47% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.47% | +0.03% | -1.33% | |
| 18 | CAVA | Cava Group INC | 株式-一般消費財 | 1.40% | +0.22% | +2.97% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.34% | — | +14.71% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.11% | — | — | |
| 21 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.98% | +0.10% | +85.35% | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 0.95% | +0.10% | -2.23% | |
| 23 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.92% | -0.82% | EXIT | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.89% | -0.06% | -1.30% | |
| 25 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-その他 | 0.88% | — | — | |
| 26 | BBEU | Jpmorgan Betabuilders Europe | ETF-その他 | 0.87% | — | — | |
| 27 | AAPL | Apple INC | 株式-IT | 0.86% | -0.24% | +1.32% | |
| 28 | NET | Cloudflare INC - Class A | 株式-IT | 0.82% | +0.12% | -0.56% | |
| 29 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.77% | +0.05% | +102.51% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | +0.27% | — | |
| 31 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.74% | — | +2.27% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.74% | — | -2.15% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.67% | — | -16.10% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.61% | — | -9.22% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.61% | — | — | |
| 36 | URA | Global X Uranium ETF | ETF-その他 | 0.59% | — | +171.05% | |
| 37 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.59% | -0.05% | +117.14% | |
| 38 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.58% | +0.04% | — | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.53% | — | +3.17% | |
| 40 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.48% | — | +65.41% | |
| 41 | TACK | Fairlead Tactical Sector ETF | ETF-その他 | 0.46% | — | -2.21% | |
| 42 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-その他 | 0.41% | — | — | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.39% | — | — | |
| 44 | KWEB | Kranesh Csi China Internet | ETF-新興国市場 | 0.38% | -0.10% | +1.65% | |
| 45 | ALL | Allstate CORP | 株式-金融 | 0.38% | +0.10% | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.36% | — | +29.57% | |
| 47 | ✓ | Cava Group INC | 株式-その他 | 0.36% | — | — | |
| 48 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.34% | — | — | |
| 49 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.29% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | -0.12% | EXIT |