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 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 6.78% | -0.31% | +262.35% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 4.85% | -0.67% | +11.74% | |
| 3 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 4.57% | -0.28% | +2.27% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 4.22% | — | -1.27% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.70% | -0.33% | +3.22% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.52% | +0.11% | +1.88% | |
| 7 | SYK | Stryker CORP | 株式-ヘルスケア | 2.45% | -0.21% | -0.20% | |
| 8 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.38% | -1.96% | +3.79% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.15% | -1.79% | +3.25% | |
| 10 | BXSL | Blackstone Secured Lending F | 株式-金融 | 2.02% | -1.04% | +3.17% | |
| 11 | XLF | Ss Financial Select Sector | ETF-その他 | 1.99% | — | +2.99% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.90% | — | +650.00% | |
| 13 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 1.88% | -0.33% | +6.60% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.79% | -0.14% | -0.11% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.76% | -0.32% | +5.10% | |
| 16 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 1.66% | -0.20% | +4.17% | |
| 17 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.66% | — | -45.89% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.63% | -0.21% | +5.54% | |
| 19 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.57% | — | -20.46% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.53% | — | -0.77% | |
| 21 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.52% | — | — | |
| 22 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.48% | — | +0.10% | |
| 23 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.46% | +0.06% | +4.99% | |
| 24 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.43% | -0.20% | +6.19% | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.42% | — | — | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.42% | — | +6.65% | |
| 27 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.39% | -1.28% | EXIT | |
| 28 | DFIV | Dimensional International Va | ETF-その他 | 1.16% | — | -10.42% | |
| 29 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.15% | -0.94% | -14.86% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.14% | +0.19% | -2.95% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.08% | — | +4.32% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.02% | — | -2.87% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | -0.60% | +5.62% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.95% | -0.24% | +25.09% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.95% | +0.27% | -8.62% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.91% | — | -4.83% | |
| 37 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.90% | — | — | |
| 38 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.89% | -0.14% | +3.59% | |
| 39 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.88% | — | +8.20% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.88% | — | +22.26% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.88% | +0.48% | +4.11% | |
| 42 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.84% | — | +3.69% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.80% | — | -0.56% | |
| 44 | EMTL | Ss Doubleline Em Fi ETF | ETF-その他 | 0.79% | — | +3.94% | |
| 45 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.76% | — | +3.57% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.72% | +0.05% | +2.44% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | -0.11% | +4.26% | |
| 48 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.68% | -0.33% | -35.39% | |
| 49 | UBER | Uber Technologies INC | 株式-資本財 | 0.67% | — | +6.19% | |
| 50 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.65% | — | +6.22% |