CIK: 0001965649
申告総資産額
$4172.8万
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 20.90% | — | +79.63% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 8.13% | — | -15.14% | |
| 3 | EPD | Enterprise Products Partners | 株式-エネルギー | 7.61% | — | -0.49% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.49% | — | -2.08% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-その他 | 5.30% | — | -2.15% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.70% | — | +0.19% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.59% | — | -2.36% | |
| 8 | MCHI | Ishares Msci China ETF | ETF-新興国市場 | 3.47% | — | -6.90% | |
| 9 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.26% | — | -4.36% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.07% | — | -2.41% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.85% | — | -0.83% | |
| 12 | TMUS | T-mobile US INC | 株式-通信サービス | 2.62% | — | -1.82% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.45% | — | -1.52% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 2.16% | — | -1.80% | |
| 15 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.14% | — | -1.08% | |
| 16 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.88% | — | -2.03% | |
| 17 | ET | Energy Transfer LP | 株式-エネルギー | 1.77% | — | +1.95% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.73% | — | -4.45% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.70% | — | +1.00% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.45% | — | -3.26% | |
| 21 | NEM | Newmont CORP | 株式-素材 | 1.37% | — | +27.59% | |
| 22 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.11% | — | -74.62% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.02% | — | +2.12% | |
| 24 | VLY | Valley National Bancorp | 株式-金融 | 0.93% | — | — | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 0.89% | — | — | |
| 26 | AAPL | Apple INC | 株式-IT | 0.78% | — | +1.34% | |
| 27 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.73% | — | — | |
| 28 | FSLR | First Solar INC | 株式-IT | 0.69% | — | — | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.67% | — | — | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | — | |
| 31 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.66% | — | — | |
| 32 | MSTR | Strategy INC | 株式-IT | 0.57% | — | — | |
| 33 | GROY | Gold Royalty CORP | 株式-その他 | 0.31% | — | -1.96% | |
| 34 | BSBK | Bogota Financial CORP | 株式-その他 | 0.27% | — | — | |
| 35 | UPST 0.25 08-15-26 | Upstart Holdings INC | 株式-金融 | 0.05% | — | — |