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 | XLK | Ss Technology Select Sector | ETF-テック型 | 14.36% | -0.68% | +1.89% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 11.27% | +2.21% | +6.25% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 6.80% | -0.86% | -11.82% | |
| 4 | XLF | Ss Financial Select Sector | ETF-その他 | 5.68% | -0.62% | +3.68% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.28% | +0.07% | +4.27% | |
| 6 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 4.87% | -0.49% | -0.37% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 4.45% | -0.18% | +0.12% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.34% | -0.56% | +2.05% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 3.62% | -0.13% | -13.47% | |
| 10 | VIS | Vanguard Industrials ETF | ETF-その他 | 3.48% | -0.31% | +0.25% | |
| 11 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.18% | -0.01% | +0.54% | |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 2.02% | -0.19% | -30.62% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.01% | +0.10% | -0.18% | |
| 14 | SUB | Ishares Short-term National | ETF-その他 | 1.98% | +0.07% | +20.65% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.96% | -0.09% | +6.82% | |
| 16 | VDE | Vanguard Energy ETF | ETF-その他 | 1.75% | -0.30% | +7.08% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.61% | -0.20% | -4.85% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.43% | -0.05% | +0.30% | |
| 19 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.32% | -0.05% | -4.30% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.23% | -0.06% | — | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.21% | -0.21% | +11.12% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.13% | -0.05% | -23.64% | |
| 23 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 1.11% | -0.01% | -13.65% | |
| 24 | KR | Kroger Co | 株式-生活必需品 | 1.09% | +0.17% | — | |
| 25 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 1.07% | -0.08% | +17.43% | |
| 26 | MSTR | Strategy INC | 株式-IT | 1.01% | -0.09% | +2.29% | |
| 27 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.98% | -0.10% | -0.52% | |
| 28 | VAW | Vanguard Materials ETF | ETF-その他 | 0.83% | -0.13% | +0.90% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.80% | — | +0.43% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.76% | -0.04% | +0.69% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | -0.02% | — | |
| 32 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.60% | — | -5.20% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.53% | +0.07% | -9.14% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.53% | +0.13% | +120.64% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.51% | +0.03% | -6.25% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.49% | +0.02% | +0.02% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | +0.02% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.41% | +1.00% | — | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | -0.01% | +127.13% | |
| 40 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.33% | -0.02% | +11.06% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.32% | -0.06% | — | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.28% | -0.03% | — | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | +0.04% | +0.31% | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.25% | — | — | |
| 45 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.25% | -0.07% | +8.67% | |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.24% | -0.19% | EXIT | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.23% | +0.02% | -10.84% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.23% | -0.02% | +0.07% | |
| 49 | CNC | Centene CORP | 株式-ヘルスケア | 0.22% | -0.05% | — | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.22% | — | — |