CIK: 0001908617
申告総資産額
$1.9億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.76% | +0.20% | -4.11% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 11.66% | +0.42% | +0.09% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.56% | -0.15% | -1.43% | |
| 4 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 7.02% | -0.58% | -2.61% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.92% | -0.15% | -1.44% | |
| 6 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 5.57% | -0.10% | -1.13% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.45% | +0.25% | -2.37% | |
| 8 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.20% | +0.32% | -0.66% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 4.07% | +0.29% | -0.61% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.33% | +0.05% | -0.49% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-その他 | 3.12% | +0.30% | +1.33% | |
| 12 | BUYW | Main Buywrite ETF | ETF-その他 | 2.71% | +0.02% | -0.33% | |
| 13 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.67% | — | -1.98% | |
| 14 | SECT | Main Sector Rotation ETF | ETF-その他 | 2.40% | +0.18% | +1.10% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.02% | +0.08% | +1.53% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.99% | -0.04% | -1.17% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.94% | +0.18% | +3.46% | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.49% | — | -6.71% | |
| 19 | INTL | Main International ETF | ETF-その他 | 1.38% | +0.01% | -5.28% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.36% | -0.28% | +0.62% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.25% | -0.25% | +4.09% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.94% | -0.41% | +6.17% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.82% | -0.02% | -1.14% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | -0.10% | +5.59% | |
| 25 | BLK | Blackrock INC | 株式-金融 | 0.73% | — | — | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | -0.09% | +4.95% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | — | +5.37% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.46% | -0.08% | +4.94% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.39% | — | +79.76% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.36% | — | +19.66% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | — | +3.05% | |
| 32 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 0.33% | -0.12% | +25.71% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | — | -10.10% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | -4.70% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.30% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | -2.64% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.29% | -0.08% | +4.15% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | — | +2.20% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.20% | — | -9.37% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | — | — | |
| 41 | CB | Chubb Limited | 株式-金融 | 0.19% | — | -4.77% | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.19% | — | -2.97% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.18% | -0.15% | EXIT | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.17% | -0.12% | EXIT | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | -10.31% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | — | -4.82% | |
| 47 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.14% | +0.10% | NEW | |
| 48 | INTU | Intuit INC | 株式-IT | 0.14% | — | — | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.14% | — | — | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.13% | -0.12% | EXIT |