CIK: 0001842357
申告総資産額
$2.8億
| # | 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 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 13.93% | -0.43% | +1.38% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 13.68% | -0.20% | -0.09% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 10.95% | +0.58% | +4.73% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 9.35% | -0.15% | +3.61% | |
| 5 | IHDG | Wisdomtree International Hed | ETF-その他 | 7.66% | -0.18% | +2.94% | |
| 6 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 5.99% | -0.01% | -0.87% | |
| 7 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 5.71% | -0.18% | +3.56% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.37% | -0.50% | +4.42% | |
| 9 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-その他 | 4.58% | -0.08% | -0.69% | |
| 10 | AAPL | Apple INC | 株式-IT | 4.32% | +0.07% | -0.88% | |
| 11 | FXL | First Trust Technology Alpha | ETF-テック型 | 4.31% | +0.33% | -6.11% | |
| 12 | FTGC | First Trust Global Tactical | ETF-その他 | 3.64% | -3.29% | EXIT | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.55% | +0.31% | -1.61% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.44% | +0.06% | +3.70% | |
| 15 | FXO | First Trust Financial Alphad | ETF-その他 | 1.14% | — | -2.19% | |
| 16 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.08% | — | -4.20% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 0.73% | +0.01% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | -0.03% | -3.65% | |
| 19 | STT | State Street CORP | 株式-金融 | 0.34% | +0.06% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.33% | +0.04% | +13.87% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | +0.01% | +206.59% | |
| 22 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.21% | — | -92.28% | |
| 23 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.18% | -0.02% | +0.86% | |
| 24 | PKST | Peakstone Realty Trust | 株式-その他 | 0.17% | — | -6.29% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.14% | — | — | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.13% | -0.02% | +2.23% | |
| 27 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.12% | +0.03% | — | |
| 28 | TER | Teradyne INC | 株式-IT | 0.11% | +0.09% | +0.06% | |
| 29 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型株 | 0.11% | — | — |