CIK: 0001992344
申告総資産額
$2.1億
| # | 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 | OEF | Ishares S&p 100 ETF | ETF-その他 | 11.97% | -0.43% | -15.47% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 11.45% | -0.16% | -5.21% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.18% | -1.10% | +2.93% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 8.21% | -0.27% | +1.05% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.47% | +0.12% | +28.46% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.39% | — | +51.98% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 5.76% | +0.25% | -5.55% | |
| 8 | URA | Global X Uranium ETF | ETF-その他 | 4.87% | +0.61% | -14.40% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.20% | — | +3.30% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 3.41% | -0.45% | -6.67% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 3.14% | — | +1.61% | |
| 12 | GTO | Invesco Total Return Bond Et | ETF-その他 | 2.72% | — | -18.06% | |
| 13 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 2.10% | +0.59% | +7.46% | |
| 14 | EPI | Wisdomtree India Earnings | ETF-その他 | 2.05% | -1.32% | -2.62% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.94% | — | -2.22% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.90% | +0.15% | -11.08% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.51% | -0.26% | +5.74% | |
| 18 | PAVE | Global X US Infrastructure | ETF-その他 | 1.49% | — | -12.78% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.07% | -0.64% | -9.78% | |
| 20 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.01% | -0.31% | -1.42% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.87% | — | — | |
| 22 | AAPL | Apple INC | 株式-IT | 0.58% | +0.04% | -10.16% | |
| 23 | SUN | Sunoco LP | 株式-その他 | 0.58% | +0.04% | — | |
| 24 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.52% | — | +18.17% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.44% | -0.19% | -21.48% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | — | +20.53% | |
| 27 | SUB | Ishares Short-term National | ETF-その他 | 0.40% | -0.05% | -41.40% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.40% | +0.02% | -34.28% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.35% | — | — | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.32% | — | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | +0.16% | — | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.31% | — | — | |
| 33 | URNM | Sprott Uranium Miners ETF | ETF-その他 | 0.30% | — | -14.68% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.25% | — | -17.52% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.24% | -0.07% | +1.68% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.22% | +0.24% | NEW | |
| 37 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.22% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | — | +8.19% | |
| 39 | FLIN | Franklin Ftse India ETF | ETF-その他 | 0.19% | +0.50% | NEW | |
| 40 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.19% | — | -18.43% | |
| 41 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.18% | +0.11% | NEW | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | +0.06% | -5.77% | |
| 43 | ZION | Zions Bancorp NA | 株式-金融 | 0.18% | — | +0.72% | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.14% | -0.11% | EXIT | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.14% | — | — |