CIK: 0001966219
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 31.62% | -1.99% | +3.58% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.28% | — | +6.09% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.71% | -0.57% | +2.58% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.62% | +0.08% | -5.48% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.39% | -0.01% | +4.13% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.19% | -0.23% | -18.15% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.58% | — | +1.32% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.24% | — | +4.86% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.50% | — | +6.80% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.32% | — | +0.24% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.23% | — | +13.28% | |
| 12 | PWR | Quanta Services INC | 株式-資本財 | 1.21% | +0.31% | +0.40% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.20% | +0.01% | +106.39% | |
| 14 | IFRA | Ishares US Infrastructure | ETF-その他 | 1.20% | -0.44% | +4.25% | |
| 15 | QQQI | Neos Nasdaq-100 High INC ETF | ETF-テック型 | 1.20% | — | +40.94% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.18% | — | +17.00% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.23% | +3.61% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.01% | — | +4.27% | |
| 19 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 0.98% | -0.08% | -1.20% | |
| 20 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 0.97% | +0.02% | +181.63% | |
| 21 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.94% | — | +25.36% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.94% | — | +25.45% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.92% | -0.06% | — | |
| 24 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.90% | +0.27% | +5.49% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.82% | — | +14.87% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | -0.09% | +5.56% | |
| 27 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.61% | +0.07% | -8.30% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.59% | — | -22.85% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +13.73% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.27% | -0.51% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | +3.73% | |
| 32 | GOCT | Ft Vest US Equity Moderate B | ETF-その他 | 0.52% | -0.08% | — | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | -0.10% | +7.77% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.47% | +0.11% | +15.92% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.46% | +0.04% | -4.14% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.44% | — | +0.05% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.43% | -0.07% | +6.57% | |
| 38 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.43% | — | +23.51% | |
| 39 | MAGS | Roundhill Magnificent Seven | ETF-その他 | 0.41% | -0.05% | — | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | -8.60% | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.38% | — | +1.71% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | — | +12.19% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.36% | — | +1.75% | |
| 44 | PCT | Purecycle Technologies INC | 株式-その他 | 0.35% | — | — | |
| 45 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.35% | — | -3.17% | |
| 46 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.34% | +0.06% | +32.71% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.34% | — | +34.50% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.14% | +0.81% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.29% | -0.06% | +0.67% | |
| 50 | PAVE | Global X US Infrastructure | ETF-その他 | 0.29% | — | -3.67% |