CIK: 0001919749
申告総資産額
$1.6億
| # | 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 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 13.58% | — | — | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 7.23% | -0.26% | — | |
| 3 | BLOK | Amplify Blockchain Tech ETF | ETF-テック型 | 5.01% | -0.40% | +431.21% | |
| 4 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 4.99% | -0.71% | — | |
| 5 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 4.80% | — | +40.14% | |
| 6 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 3.84% | +0.38% | -41.35% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.42% | -0.05% | +50.43% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.79% | -0.10% | +2669.23% | |
| 9 | BNDI | Neos Enhanced INC Agg Bd ETF | ETF-その他 | 2.70% | +0.20% | — | |
| 10 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 2.53% | — | — | |
| 11 | BLDG | Cambria Global Real Estate | ETF-その他 | 2.39% | -0.42% | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.17% | -0.49% | +48.44% | |
| 13 | GABF | Gabelli Fin Srvcs Opp ETF | ETF-その他 | 1.88% | -0.14% | — | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.55% | -0.01% | +37.91% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.48% | -0.03% | -85.33% | |
| 16 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.39% | — | +51.13% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | — | +5722.44% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.30% | -0.11% | +3911.79% | |
| 19 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.29% | -0.31% | — | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.17% | — | — | |
| 21 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.13% | +0.15% | — | |
| 22 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 1.06% | +0.20% | — | |
| 23 | PPA | Invesco Aerospace & Defense | ETF-その他 | 1.01% | — | — | |
| 24 | ZECP | Zacks Earnings Consistent Po | ETF-その他 | 0.97% | — | — | |
| 25 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.96% | — | +84.69% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.96% | +0.26% | +376.96% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | -0.08% | +5854.74% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | — | — | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.77% | — | +181.39% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | +0.36% | +11.90% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.76% | -0.15% | — | |
| 32 | ITW | Illinois Tool Works | 株式-資本財 | 0.72% | — | — | |
| 33 | MBB | Ishares Mbs ETF | ETF-その他 | 0.72% | — | — | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.71% | — | — | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.70% | — | — | |
| 36 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.64% | — | +35.50% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +170.83% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.60% | — | -84.24% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | +0.18% | — | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.59% | — | +161.07% | |
| 41 | ANETEUR | Arista Networks INC | 株式-その他 | 0.53% | — | — | |
| 42 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.52% | — | +227.09% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.47% | — | — | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.46% | — | +159.61% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.42% | — | — | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | — | -23.71% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.41% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | — | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.38% | — | — | |
| 50 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.37% | — | +39.29% |