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 | 4.95% | -0.67% | +0.16% | |
| 2 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 4.52% | -0.28% | +8.51% | |
| 3 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 4.31% | — | +4.42% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.26% | -0.33% | +1.58% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.99% | — | +3.08% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.87% | +0.11% | +3.81% | |
| 7 | SYK | Stryker CORP | 株式-ヘルスケア | 2.44% | -0.21% | +0.95% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.41% | -1.79% | +0.47% | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.31% | -1.96% | +9.50% | |
| 10 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 2.02% | — | +7.34% | |
| 11 | BXSL | Blackstone Secured Lending F | 株式-金融 | 2.02% | -1.04% | +3.77% | |
| 12 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 2.00% | — | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -0.32% | +4.34% | |
| 14 | XLF | Ss Financial Select Sector | ETF-その他 | 1.93% | — | +0.72% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.93% | -0.31% | +11.74% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.86% | -0.14% | +0.01% | |
| 17 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 1.83% | -0.33% | +6.04% | |
| 18 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 1.72% | -0.20% | — | |
| 19 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 1.69% | -0.33% | +71.51% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.56% | -0.21% | +2.13% | |
| 21 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.49% | — | -0.01% | |
| 22 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.43% | +0.06% | +1.81% | |
| 23 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.41% | — | +3.91% | |
| 24 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.40% | -0.20% | +2.20% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.38% | -1.28% | EXIT | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.35% | — | +1.79% | |
| 27 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.34% | -0.94% | -1.96% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.31% | +0.19% | +17.97% | |
| 29 | DFIV | Dimensional International Va | ETF-その他 | 1.20% | — | +2.94% | |
| 30 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 1.20% | — | -9.70% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | -0.60% | +6.64% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.12% | +0.27% | +12.03% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.08% | — | +4.95% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.07% | — | -1.67% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 1.02% | — | +1211.31% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.97% | -0.24% | +209.01% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.96% | — | — | |
| 38 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.92% | — | +6.65% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.88% | +0.48% | +2.13% | |
| 40 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.86% | -0.14% | +1.26% | |
| 41 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.84% | — | — | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.84% | — | -2.71% | |
| 43 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.80% | -1.44% | +1.79% | |
| 44 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.80% | — | +1.40% | |
| 45 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.79% | — | +0.89% | |
| 46 | EMTL | Ss Doubleline Em Fi ETF | ETF-その他 | 0.77% | — | +2.06% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | -0.11% | +1.66% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.69% | +0.05% | -0.38% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.68% | — | +2.74% | |
| 50 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.67% | — | +2.48% |