CIK: 0001879492
申告総資産額
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| # | 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 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 17.18% | -13.82% | EXIT | |
| 2 | JMTG | Mortgage-backed Securities | ETF-その他 | 16.08% | -13.08% | EXIT | |
| 3 | JHEM | John Hancock Multi Em Mrk Et | ETF-その他 | 9.80% | -9.20% | EXIT | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 5.59% | -20.02% | EXIT | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.94% | -4.09% | EXIT | |
| 6 | FYC | First Trust Small Cap Growth | ETF-中小型株 | 4.86% | -4.30% | EXIT | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.54% | -3.03% | EXIT | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.44% | -2.89% | EXIT | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.38% | -2.72% | EXIT | |
| 10 | FTCS | First Trust Capital Strength | ETF-その他 | 2.50% | -2.01% | EXIT | |
| 11 | FXL | First Trust Technology Alpha | ETF-テック型 | 1.57% | -1.33% | EXIT | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.54% | -1.37% | EXIT | |
| 13 | XLF | Ss Financial Select Sector | ETF-その他 | 1.45% | -1.33% | EXIT | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.38% | -1.07% | EXIT | |
| 15 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.37% | — | — | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.32% | -1.28% | EXIT | |
| 17 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.28% | -1.12% | EXIT | |
| 18 | AAPL | Apple INC | 株式-IT | 1.18% | -1.30% | EXIT | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.09% | -0.80% | EXIT | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.00% | -0.78% | EXIT | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 0.85% | -0.70% | EXIT | |
| 22 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.77% | -0.68% | EXIT | |
| 23 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.76% | -0.69% | EXIT | |
| 24 | FNY | First Trust Mid Cap Growth | ETF-その他 | 0.70% | -0.61% | EXIT | |
| 25 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.69% | — | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | -0.58% | EXIT | |
| 27 | EWI | Ishares Msci Italy ETF | ETF-その他 | 0.66% | -0.60% | EXIT | |
| 28 | EWQ | Ishares Msci France ETF | ETF-その他 | 0.63% | -0.60% | EXIT | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.59% | -0.57% | EXIT | |
| 30 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-その他 | 0.54% | -0.46% | EXIT | |
| 31 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.51% | -0.46% | EXIT | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.47% | -0.46% | EXIT | |
| 33 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.45% | -0.30% | EXIT | |
| 34 | TMUS | T-mobile US INC | 株式-通信サービス | 0.44% | -0.35% | EXIT | |
| 35 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.42% | -0.38% | EXIT | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | -0.35% | EXIT | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.40% | -0.34% | EXIT | |
| 38 | YLD | Principal Act Hi Yld ETF | ETF-その他 | 0.40% | -0.34% | EXIT | |
| 39 | ETN | Eaton Corporation plc | 株式-資本財 | 0.36% | -0.31% | EXIT | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.35% | -0.30% | EXIT | |
| 41 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.35% | -0.31% | EXIT | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.34% | -0.29% | EXIT | |
| 43 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.33% | -0.29% | EXIT | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | -0.30% | EXIT | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | -0.22% | EXIT | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.25% | -0.28% | EXIT | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | -0.22% | EXIT | |
| 48 | BOH | Bank Of Hawaii CORP | 株式-その他 | 0.22% | — | +0.19% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | -0.19% | EXIT | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.21% | — | -6.90% |