CIK: 0001805604
申告総資産額
$5407.9万
| # | 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 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 7.22% | — | +0.75% | |
| 2 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 6.86% | — | +0.23% | |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 5.62% | — | +55.73% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.93% | — | +0.64% | |
| 5 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 4.88% | — | +0.26% | |
| 6 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 4.45% | — | +3.32% | |
| 7 | MBB | Ishares Mbs ETF | ETF-その他 | 4.06% | — | +2.53% | |
| 8 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 3.83% | — | +49.98% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.82% | — | -3.07% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.78% | — | -7.28% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 3.32% | — | -9.06% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.56% | — | +0.82% | |
| 13 | DBA | Invesco Db Agriculture Fund | ETF-その他 | 2.54% | — | +0.40% | |
| 14 | HPI | John Hancock Prefer INC | 株式-その他 | 2.49% | — | +1.77% | |
| 15 | MSOS | Advisorshares Pure US Cann | ETF-その他 | 2.47% | — | — | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.46% | — | -52.01% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.40% | — | +103.65% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.27% | — | -28.21% | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 2.15% | — | +0.54% | |
| 20 | EMQQ | Emg Mkt Internet Etf-usa INC | ETF-その他 | 2.01% | — | +1.07% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.95% | — | +30279.63% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.80% | — | +9208.13% | |
| 23 | IVOL | Quadratic Int Rte Vol Infl H | ETF-その他 | 1.67% | — | +28.84% | |
| 24 | XLB | Ss Materials Select Sector | ETF-その他 | 1.59% | — | +55.97% | |
| 25 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.54% | — | -0.37% | |
| 26 | EXPE | Expedia Group INC | 株式-一般消費財 | 1.53% | — | +1.44% | |
| 27 | ✓ | Nuveen Select Tax Free Incm | 株式-その他 | 1.43% | — | -3.86% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.33% | — | -39.58% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.29% | — | +150357.14% | |
| 30 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.28% | — | +25183.33% | |
| 31 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.13% | — | +0.34% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.07% | — | -0.92% | |
| 33 | MTCH | Match Group INC | 株式-通信サービス | 1.02% | — | +92.91% | |
| 34 | CNK | Cinemark Holdings INC | 株式-その他 | 0.93% | — | — | |
| 35 | ✓ | Clever Leaves Holdings INC | 株式-その他 | 0.87% | — | +1.54% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.69% | — | -76.99% | |
| 37 | IIPR | Innovative Industrial Proper | 株式-不動産 | 0.63% | — | +1.42% | |
| 38 | WMB | Williams Cos INC | 株式-エネルギー | 0.43% | — | +1.30% | |
| 39 | OKE | Oneok INC | 株式-エネルギー | 0.32% | — | +1.12% | |
| 40 | HPF | John Hancock Prefer INC Ii | 株式-その他 | 0.22% | — | +1.24% | |
| 41 | NAD | Nuveen Quality Municipal Income Fund | 株式-その他 | 0.16% | — | +33.00% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | — | +0.62% | |
| 43 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.15% | — | — | |
| 44 | CLMTUSD | Calumet Specialty Products | 株式-その他 | 0.13% | — | -0.51% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.12% | — | — | |
| 46 | IGPT | Invesco Ai And Next Gen Soft | ETF-その他 | 0.11% | — | — | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.11% | — | — | |
| 48 | NTRS | Northern Trust CORP | 株式-金融 | 0.10% | — | — | |
| 49 | BA | Boeing Co/the | 株式-資本財 | 0.10% | — | -11.24% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.10% | — | — |