CIK: 0001859474
申告総資産額
$2.0億
| # | 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 | 28.02% | — | +2.01% | |
| 2 | RAAX | Vaneck Real Assets ETF | ETF-その他 | 12.16% | — | +38.26% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.94% | — | -3.40% | |
| 4 | TSLA | Tesla INC | 株式-一般消費財 | 3.81% | — | +206.40% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.65% | — | -1.09% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.26% | — | — | |
| 7 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 1.99% | — | -0.73% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.96% | — | -0.43% | |
| 9 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 1.94% | — | -0.75% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.91% | — | -6.38% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.83% | — | -3.72% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.62% | — | -0.55% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.59% | — | — | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.48% | — | +0.51% | |
| 15 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.43% | — | -6.93% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.30% | — | -44.73% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.23% | — | -4.59% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | — | -14.74% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.07% | — | +11.79% | |
| 20 | CZBS | Citizens Bancshares CORP | 株式-その他 | 1.01% | — | — | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 0.92% | — | -50.41% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.88% | — | +44.05% | |
| 23 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.82% | — | +0.73% | |
| 24 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.82% | — | +1.62% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | -1.75% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.80% | — | -8.53% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.77% | — | -0.33% | |
| 28 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.74% | — | -15.28% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | — | +1850.92% | |
| 30 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.71% | — | -2.99% | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.70% | — | — | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.69% | — | -77.31% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | +13.80% | |
| 34 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.64% | — | -0.92% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | -12.71% | |
| 36 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.58% | — | — | |
| 37 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.58% | — | +47.74% | |
| 38 | BITW | Bitwise 10 Crypto Index ETF | ETF-暗号資産 | 0.56% | — | +75.79% | |
| 39 | NVR | Nvr INC | 株式-一般消費財 | 0.51% | — | -29.61% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.51% | — | -81.37% | |
| 41 | ETHE | Grayscale Ethereum Staking E | ETF-その他 | 0.51% | — | +91.32% | |
| 42 | IDV | Ishares International Select | ETF-その他 | 0.46% | — | -3.50% | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.43% | — | -85.47% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.41% | — | -7.69% | |
| 45 | UNGUSD | US Natural Gas Fund LP | ETF-その他 | 0.40% | — | -0.23% | |
| 46 | WPC | Wp Carey INC | 株式-不動産 | 0.40% | — | +22.66% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.40% | — | -2.46% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | — | — | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.35% | — | +2.11% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.32% | — | +0.03% |