CIK: 0001803277
申告総資産額
$2.2億
| # | 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 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 12.52% | -1.64% | +5.64% | |
| 2 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 9.66% | -0.39% | +2.90% | |
| 3 | ABT | Abbott Laboratories | 株式-ヘルスケア | 5.99% | — | +0.01% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.08% | — | +261.91% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.87% | +0.05% | +0.75% | |
| 6 | AFIF | Anfield Universal Fixed Inco | ETF-その他 | 2.77% | — | +0.70% | |
| 7 | UGA | United States Gas Fund LP | ETF-その他 | 2.57% | +0.07% | +3.34% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.34% | — | +0.00% | |
| 9 | DBA | Invesco Db Agriculture Fund | ETF-その他 | 2.29% | +0.34% | -17.96% | |
| 10 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 2.14% | -0.08% | -0.37% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.10% | — | -3.54% | |
| 12 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 2.07% | -0.14% | +4.64% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.68% | -0.81% | +15.15% | |
| 14 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 1.64% | — | — | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.47% | — | +4.79% | |
| 16 | AESR | Anfield US Equity Sector Rot | ETF-その他 | 1.36% | — | +1.27% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.35% | +0.21% | +9.01% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.24% | — | +1.18% | |
| 19 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 1.12% | — | +1.80% | |
| 20 | GGN | Gamco Glbl Gold Ntrl Res INC | 株式-その他 | 1.10% | -1.30% | +0.51% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.08% | — | +32.77% | |
| 22 | MSTR | Strategy INC | 株式-IT | 1.00% | +0.07% | -1.24% | |
| 23 | IDV | Ishares International Select | ETF-その他 | 0.98% | -0.05% | +117.25% | |
| 24 | GNT | Gamco Natural Resources Gold | 株式-その他 | 0.98% | +1.32% | NEW | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.94% | — | +4.03% | |
| 26 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-その他 | 0.93% | — | +12.19% | |
| 27 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.89% | +0.33% | -10.21% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | — | +4.51% | |
| 29 | PIO | Invesco Global Water ETF | ETF-その他 | 0.87% | -0.21% | -1.77% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.87% | — | -0.86% | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.85% | — | +8.41% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.84% | — | +145.19% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.80% | — | -1.03% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.77% | — | — | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.77% | -0.01% | -9.12% | |
| 36 | SLVP | Ishares Msci Global Silver A | ETF-コモディティ | 0.75% | -0.17% | +16.16% | |
| 37 | LII | Lennox International INC | 株式-資本財 | 0.70% | -0.05% | — | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.62% | — | +15.07% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.62% | — | +70.82% | |
| 40 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.62% | — | -6.75% | |
| 41 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 0.61% | — | +51.94% | |
| 42 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 0.61% | -0.13% | +27.90% | |
| 43 | RSPM | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.60% | — | +24.80% | |
| 44 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.60% | — | +1.66% | |
| 45 | VMO | Invesco Municipal Opport | 株式-その他 | 0.59% | — | +8.12% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | — | +0.03% | |
| 47 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.58% | — | +2.15% | |
| 48 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.56% | — | — | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.55% | — | +86.36% | |
| 50 | ACTG | Acacia Research CORP | 株式-その他 | 0.52% | — | -34.79% |