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 | 22.47% | — | -3.73% | |
| 2 | RAAX | Vaneck Real Assets ETF | ETF-その他 | 5.06% | — | -48.90% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.71% | — | +302.49% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.56% | — | +199.96% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.92% | — | -7.24% | |
| 6 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.71% | — | +181.14% | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 2.25% | — | +9.47% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.22% | — | +1.44% | |
| 9 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.97% | — | +4.70% | |
| 10 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.74% | — | +6.46% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.70% | — | +24.62% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.54% | — | +0.48% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.39% | — | -0.13% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.30% | — | -2.47% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.23% | — | +17.14% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.21% | — | +0.00% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.12% | — | +187.52% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.11% | — | +3.12% | |
| 19 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.01% | — | — | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.96% | — | +59.26% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | +27.76% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.88% | — | +104.51% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.84% | — | — | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | — | +35.39% | |
| 25 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.76% | — | +9.44% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.75% | — | — | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.73% | — | +7.58% | |
| 28 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.70% | — | -14.87% | |
| 29 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.70% | — | +3.17% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | — | +6.22% | |
| 31 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.65% | — | +1.00% | |
| 32 | BITW | Bitwise 10 Crypto Index ETF | ETF-暗号資産 | 0.65% | — | -10.13% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.62% | — | — | |
| 34 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.62% | — | +18.76% | |
| 35 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.61% | — | -2.29% | |
| 36 | ETHE | Grayscale Ethereum Staking E | ETF-その他 | 0.59% | — | +0.76% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | — | +86.32% | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.51% | — | — | |
| 39 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 0.47% | — | — | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | -3.04% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.44% | — | +37.36% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | — | +16.56% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | — | +148.78% | |
| 44 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.41% | — | — | |
| 45 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.41% | — | — | |
| 46 | PCAR | Paccar INC | 株式-資本財 | 0.40% | — | +291.01% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | — | |
| 48 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.39% | — | -16.88% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.38% | — | +2.75% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | — | — |