CIK: 0002079537
申告総資産額
$1.2億
| # | 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 | TT | Trane Technologies plc | 株式-資本財 | 21.55% | +1.40% | — | |
| 2 | IR | Ingersoll-rand INC | 株式-資本財 | 6.08% | — | -0.01% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-その他 | 5.14% | -4.88% | +10.76% | |
| 4 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-その他 | 4.70% | -0.61% | -1.64% | |
| 5 | AVDE | Avantis International Equity | ETF-その他 | 4.45% | +0.14% | +0.71% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 4.27% | -0.38% | -2.52% | |
| 7 | PBFR | Pgim La S&p 500 Buf20 Etf-us | ETF-大型株・グロース | 3.86% | +1.07% | +36.21% | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 3.79% | -0.45% | -3.44% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.56% | -0.26% | -3.97% | |
| 10 | IBUF | Innv Id 10 Buffer ETF Qurtly | ETF-その他 | 2.39% | +0.31% | +3.78% | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.20% | -0.33% | -2.11% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.18% | -0.15% | -0.89% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.95% | -0.41% | -0.73% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.81% | -0.20% | -2.98% | |
| 15 | KBUF | Kraneshares 90% Kweb Defined | ETF-その他 | 1.71% | — | -3.43% | |
| 16 | LIT | Global X Lithium & Battery T | ETF-その他 | 1.68% | -0.91% | -7.89% | |
| 17 | AVRE | Avantis Real Estate ETF | ETF-その他 | 1.61% | — | -1.39% | |
| 18 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 1.57% | — | -1.00% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.49% | — | +0.63% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.40% | -0.15% | -2.02% | |
| 21 | EBUF | Innovator Em 10 B ETF Quart | ETF-その他 | 1.38% | +0.14% | +7.54% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.30% | -0.44% | -2.62% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.25% | — | +3.04% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.24% | -0.19% | -2.76% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 1.22% | +0.25% | +15.49% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.11% | +0.20% | +5.06% | |
| 27 | ALLE | Allegion plc | 株式-資本財 | 1.05% | -0.09% | — | |
| 28 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.91% | -0.68% | +2.96% | |
| 29 | ARKF | Ark Blockchain & Fintech Inn | ETF-テック型 | 0.87% | -0.20% | -0.66% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | -0.16% | -0.27% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.72% | -0.09% | -0.74% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | -0.11% | -6.30% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.66% | -0.10% | — | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.61% | — | +1.36% | |
| 35 | CTEC | Global X Climatetech ETF | ETF-テック型 | 0.61% | +0.56% | -9.14% | |
| 36 | THNQ | Robo Global Artificial Intel | ETF-その他 | 0.54% | -0.54% | EXIT | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.52% | — | — | |
| 38 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.41% | — | -5.89% | |
| 39 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.40% | — | -18.69% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | — | -3.66% | |
| 41 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-その他 | 0.36% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.30% | -0.30% | EXIT | |
| 44 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.30% | — | -25.48% | |
| 45 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.29% | +0.10% | -0.35% | |
| 46 | KLIP | Kranesh Kweb Cov Cal Str ETF | ETF-その他 | 0.29% | — | +5.77% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.29% | — | -3.83% | |
| 48 | BALT | Inn Defined Wealth Shield | ETF-その他 | 0.28% | — | +2.96% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | +1.55% | |
| 50 | TGRW | T Rowe Price Growth Stock Et | ETF-その他 | 0.27% | — | -0.39% |