CIK: 0001909800
申告総資産額
$2.9億
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 22.34% | -1.31% | +0.45% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 19.11% | -1.28% | +16.24% | |
| 3 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 6.29% | +0.17% | +2.53% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.52% | -0.54% | -3.18% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 3.91% | -3.51% | +2.86% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.67% | +0.05% | +0.76% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.94% | -0.33% | -3.79% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.90% | -0.23% | +4.99% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.55% | -0.30% | -4.62% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 2.19% | +0.07% | +390.91% | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.67% | — | +4.40% | |
| 12 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 1.45% | +0.12% | +12.61% | |
| 13 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 1.36% | -0.36% | -54.38% | |
| 14 | CLIP | Global X 1-3 Month T-bill | ETF-その他 | 1.33% | +0.28% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | — | -2.07% | |
| 16 | XBIL | F/m US Treasury 6 Month Bill | ETF-政府公債 | 1.22% | -0.12% | -6.94% | |
| 17 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.20% | — | -7.79% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.16% | -0.13% | -6.90% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.76% | -0.16% | +1.23% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.75% | — | +15.97% | |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.72% | — | -2.95% | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.65% | -0.21% | +7.69% | |
| 23 | PAAA | Pgim Aaa Clo ETF | ETF-その他 | 0.65% | — | +2.21% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | -0.16% | -3.22% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | +3.71% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.53% | — | -1.82% | |
| 27 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.52% | +0.08% | -5.58% | |
| 28 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 0.43% | -0.14% | -6.90% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.40% | — | -1.43% | |
| 30 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.39% | +0.09% | +1.21% | |
| 31 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.35% | — | -1.03% | |
| 32 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.35% | — | -7.63% | |
| 33 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.35% | -0.15% | +8.15% | |
| 34 | O | Realty Income CORP | 株式-不動産 | 0.33% | — | +1.11% | |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.32% | — | +0.33% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.32% | +0.12% | +51.28% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.30% | — | +0.06% | |
| 38 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.29% | — | -0.37% | |
| 39 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.27% | +0.25% | — | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.27% | — | -16.35% | |
| 41 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 0.26% | -0.20% | — | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.26% | — | -5.26% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.26% | — | -0.59% | |
| 44 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.25% | — | -0.40% | |
| 45 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.25% | — | -9.40% | |
| 46 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.22% | — | +10.22% | |
| 47 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.22% | — | -35.41% | |
| 48 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.22% | — | -0.67% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.21% | +0.30% | +0.35% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | — | -0.33% |