CIK: 0001844369
申告総資産額
$9.1億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 4.96% | -0.67% | -1.03% | |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 4.64% | — | -5.51% | |
| 3 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 4.59% | -0.28% | +0.30% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.82% | -0.33% | +2.50% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-その他 | 3.39% | — | +0.59% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.76% | +0.11% | -13.07% | |
| 7 | SYK | Stryker CORP | 株式-ヘルスケア | 2.60% | -0.21% | -13.05% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.50% | -1.79% | -0.74% | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.38% | -1.96% | +4.95% | |
| 10 | GIGB | Goldman Sachs Inv Grd CORP | ETF-コモディティ | 2.07% | — | +5.02% | |
| 11 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 2.07% | — | +5.38% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.03% | -0.32% | -12.85% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.02% | -0.14% | -1.63% | |
| 14 | XLF | Ss Financial Select Sector | ETF-その他 | 1.93% | — | -0.01% | |
| 15 | BXSL | Blackstone Secured Lending F | 株式-金融 | 1.89% | -1.04% | +6.51% | |
| 16 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.88% | — | -0.30% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.86% | -0.31% | +2.97% | |
| 18 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 1.85% | -0.33% | +10.32% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.80% | -0.21% | +0.13% | |
| 20 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.71% | — | -0.27% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.63% | -0.94% | -16.20% | |
| 22 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.61% | — | -17.70% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.54% | +0.06% | -1.16% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.45% | — | -0.06% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.45% | -1.28% | EXIT | |
| 26 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.37% | -0.20% | -22.29% | |
| 27 | DFIV | Dimensional International Va | ETF-その他 | 1.34% | — | +0.72% | |
| 28 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 1.28% | — | +2.37% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.17% | — | -2.42% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.14% | +0.19% | +0.04% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.14% | — | +4.99% | |
| 32 | AVIG | Avantis Core Fixed Income | ETF-その他 | 1.06% | — | -1.19% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.05% | +0.27% | +0.17% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.60% | -19.14% | |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.97% | — | +4.72% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.94% | — | -0.94% | |
| 37 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.93% | — | +0.16% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.93% | +0.48% | +1.52% | |
| 39 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.92% | -1.44% | -0.42% | |
| 40 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.85% | — | -3.21% | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.84% | — | -1.64% | |
| 42 | EMTL | Ss Doubleline Em Fi ETF | ETF-その他 | 0.83% | — | -0.28% | |
| 43 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.75% | -0.14% | +40.64% | |
| 44 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.74% | — | -1.31% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | -0.11% | -12.62% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.72% | — | +2.43% | |
| 47 | UBER | Uber Technologies INC | 株式-資本財 | 0.69% | — | -9.38% | |
| 48 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.67% | — | +2.59% | |
| 49 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-その他 | 0.64% | — | +0.12% | |
| 50 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 0.62% | — | -0.25% |