CIK: 0001995383
申告総資産額
$1.4億
| # | 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-cl B | 株式-その他 | 29.95% | -3.19% | +18.72% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 16.18% | — | +4129.38% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.51% | -5.15% | -4.83% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 7.35% | +17.91% | NEW | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 6.59% | — | +714.60% | |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 4.01% | — | — | |
| 7 | C | Citigroup INC | 株式-金融 | 3.14% | — | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.55% | -1.98% | — | |
| 9 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 2.39% | — | — | |
| 10 | AAPL | Apple INC | 株式-IT | 2.30% | -1.07% | -15.39% | |
| 11 | JPM 4.2 PERP MM | Jpmorgan Chase & Co | 株式-金融 | 2.18% | — | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.96% | -1.66% | +156.93% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.53% | -1.96% | — | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.52% | +0.38% | NEW | |
| 15 | NFLX | Netflix INC | 株式-通信サービス | 1.42% | — | — | |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.35% | +1.91% | NEW | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.11% | — | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.09% | -0.37% | EXIT | |
| 19 | GM | General Motors Co | 株式-一般消費財 | 0.90% | — | — | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 0.59% | -1.78% | EXIT | |
| 21 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 0.55% | +0.47% | NEW | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.53% | +7.34% | NEW | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | — | +32.25% | |
| 24 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.47% | +0.36% | NEW | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | -3.11% | +86.84% | |
| 26 | SFTBY | Softbank Group Corp-unsp Adr | 株式-その他 | 0.41% | — | — | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.24% | — | — | |
| 28 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.21% | — | — |