CIK: 0001769578
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 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 17.82% | +2.95% | +23.94% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 10.43% | — | +226.67% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.21% | -2.15% | -15.97% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.38% | — | — | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.60% | — | +48.17% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.35% | +0.44% | -15.17% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.99% | — | — | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.99% | — | +24.71% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.47% | -0.01% | -12.43% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.09% | -0.01% | -20.26% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.06% | -0.01% | -13.44% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.87% | — | — | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.73% | +0.92% | -55.65% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.50% | — | — | |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.45% | — | -12.56% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.41% | +0.70% | -52.82% | |
| 17 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.33% | -0.40% | -19.18% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.27% | — | -51.89% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.13% | — | -15.78% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | -0.01% | -23.26% | |
| 21 | CVNA | Carvana Co | 株式-一般消費財 | 1.10% | -0.25% | EXIT | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.08% | — | -47.45% | |
| 23 | BLKCHF | Blackrock INC | 株式-その他 | 1.01% | — | -16.76% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 1.00% | — | — | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.99% | +0.34% | -17.10% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | — | -13.90% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | — | -17.82% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.94% | — | -16.97% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | — | -14.81% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | -0.02% | -14.57% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.90% | — | -15.77% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.86% | — | -17.60% | |
| 33 | NFLX | Netflix INC | 株式-通信サービス | 0.85% | -1.47% | EXIT | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.75% | — | -18.02% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.75% | — | -19.50% | |
| 36 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.73% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | -19.34% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | -0.26% | -27.50% | |
| 39 | EMR | Emerson Electric Co | 株式-資本財 | 0.59% | — | -17.91% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.56% | — | -19.17% | |
| 41 | BIIB | Biogen INC | 株式-ヘルスケア | 0.55% | — | -15.30% | |
| 42 | NDAQ | Nasdaq INC | 株式-金融 | 0.54% | — | -15.19% | |
| 43 | GS | Goldman Sachs Group INC | 株式-金融 | 0.51% | +0.12% | -21.28% | |
| 44 | AWK | American Water Works Co INC | 株式-公益事業 | 0.50% | — | -18.68% | |
| 45 | EA | Electronic Arts INC | 株式-通信サービス | 0.50% | — | -17.59% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.48% | — | -16.25% | |
| 47 | RTX | Rtx CORP | 株式-資本財 | 0.30% | — | — | |
| 48 | BCO | Brink's Co/the | 株式-資本財 | 0.28% | — | — | |
| 49 | SHOP | Shopify INC - Class A | 株式-IT | 0.25% | — | -47.57% | |
| 50 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.21% | — | -55.69% |