CIK: 0001762539
申告総資産額
$1.3億
| # | 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 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 12.15% | +2.21% | +2.55% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 11.62% | -0.68% | +10.83% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.19% | -0.86% | -4.31% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.11% | +0.07% | +3.89% | |
| 5 | XLF | Ss Financial Select Sector | ETF-その他 | 5.78% | -0.62% | +6.46% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 5.05% | -0.56% | +9.66% | |
| 7 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 4.65% | -0.49% | +7.18% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 4.60% | -0.13% | -10.21% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 4.20% | -0.18% | +5.53% | |
| 10 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 3.63% | -0.19% | -37.41% | |
| 11 | VIS | Vanguard Industrials ETF | ETF-その他 | 3.33% | -0.31% | +6.84% | |
| 12 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.53% | -0.01% | +4.12% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.19% | +0.10% | -13.24% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.08% | -0.20% | -3.01% | |
| 15 | VDE | Vanguard Energy ETF | ETF-その他 | 1.95% | -0.30% | +7.41% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.90% | -0.09% | -3.02% | |
| 17 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 1.51% | -0.01% | -10.73% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.49% | -0.05% | +0.70% | |
| 19 | SUB | Ishares Short-term National | ETF-その他 | 1.46% | +0.07% | — | |
| 20 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.44% | -0.05% | -5.74% | |
| 21 | KR | Kroger Co | 株式-生活必需品 | 1.31% | +0.17% | — | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.29% | -0.05% | +19.52% | |
| 23 | MSTR | Strategy INC | 株式-IT | 1.07% | -0.09% | +3.79% | |
| 24 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.03% | -0.10% | +3.92% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.88% | — | +0.42% | |
| 26 | VAW | Vanguard Materials ETF | ETF-その他 | 0.87% | -0.13% | +6.16% | |
| 27 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 0.72% | -0.08% | +33.66% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.72% | +0.07% | — | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.65% | — | -18.51% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.54% | +0.03% | -5.85% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | -0.02% | +1.12% | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.51% | +0.02% | +0.02% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.50% | -0.04% | +24.38% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.47% | -0.21% | +5.49% | |
| 35 | CNC | Centene CORP | 株式-ヘルスケア | 0.45% | -0.05% | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.44% | — | +0.02% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.43% | +1.00% | — | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.33% | -0.02% | +18.67% | |
| 39 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.28% | — | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.28% | +0.02% | -13.92% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.26% | -0.03% | — | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | +0.04% | +0.25% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.03% | +0.13% | |
| 44 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.24% | — | -17.06% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.21% | -0.18% | EXIT | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.21% | -0.19% | EXIT | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.19% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | — | — | |
| 49 | HN9 | Hanesbrands INC | 株式-その他 | 0.06% | — | — |