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 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 12.11% | -0.16% | +3.47% | |
| 2 | OEF | Ishares S&p 100 ETF | ETF-その他 | 8.62% | -0.43% | +1.95% | |
| 3 | URA | Global X Uranium ETF | ETF-その他 | 7.43% | +0.61% | -0.39% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.39% | -1.10% | +4.45% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.28% | -0.27% | +1.96% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 6.38% | +0.31% | +5.87% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 6.30% | +0.25% | +5.98% | |
| 8 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 4.69% | — | +5.80% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.66% | +0.19% | +6.03% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.06% | +0.12% | +2.33% | |
| 11 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 2.83% | — | +4.40% | |
| 12 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 2.74% | -0.51% | +0.95% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.66% | -0.45% | +1.44% | |
| 14 | EPI | Wisdomtree India Earnings | ETF-その他 | 2.15% | -1.32% | +9.66% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.15% | +0.15% | +64.80% | |
| 16 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 2.14% | +0.41% | -2.81% | |
| 17 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 2.02% | +0.59% | +2.44% | |
| 18 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.89% | — | -0.42% | |
| 19 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.62% | -0.26% | +0.69% | |
| 20 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.02% | -0.07% | +3.22% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.90% | -0.64% | +175.79% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.19% | -0.30% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.77% | +0.02% | +9.68% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.76% | +0.04% | +10.17% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.75% | — | -43.94% | |
| 26 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.73% | -0.31% | +334.27% | |
| 27 | SUB | Ishares Short-term National | ETF-その他 | 0.63% | -0.05% | -1.91% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.55% | -0.11% | +63.77% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | -0.68% | |
| 30 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.45% | — | -1.32% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.35% | — | -1.04% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.34% | — | -3.92% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | +0.06% | +1.50% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | — | +4.87% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.31% | +0.05% | +5.13% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.30% | — | +18.65% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | +0.05% | — | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | +6.29% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.25% | +0.16% | — | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.23% | — | -2.94% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | -0.04% | +8.77% | |
| 42 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.21% | — | +9.65% | |
| 43 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.17% | — | -6.28% | |
| 44 | SUN | Sunoco LP | 株式-その他 | 0.16% | +0.04% | — | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.14% | — | +0.71% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.14% | +0.03% | +5.12% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.13% | +0.05% | -11.69% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.13% | — | -16.96% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.12% | — | +0.74% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.11% | — | -11.33% |