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 | 13.36% | +0.20% | -1.01% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 11.58% | +0.42% | +0.40% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.16% | -0.15% | -0.08% | |
| 4 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 6.43% | -0.58% | +1.66% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.63% | +0.25% | +0.24% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.58% | -0.15% | -0.06% | |
| 7 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 5.31% | -0.10% | -0.15% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 4.44% | +0.29% | -1.67% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.18% | +0.32% | +0.46% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-その他 | 3.32% | +0.30% | +0.86% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.25% | +0.05% | +1.29% | |
| 12 | BUYW | Main Buywrite ETF | ETF-その他 | 2.62% | +0.02% | -0.07% | |
| 13 | SECT | Main Sector Rotation ETF | ETF-その他 | 2.56% | +0.18% | -0.37% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.48% | — | -0.90% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.08% | +0.18% | +1.72% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.04% | +0.08% | +2.43% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.91% | -0.04% | -0.20% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.51% | -0.25% | -3.32% | |
| 19 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.50% | — | -5.47% | |
| 20 | INTL | Main International ETF | ETF-その他 | 1.42% | +0.01% | -1.45% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.19% | -0.28% | +0.24% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.09% | -0.41% | -15.25% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | -0.10% | -3.63% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.77% | -0.02% | +2.35% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | -0.09% | -3.71% | |
| 26 | BLK | Blackrock INC | 株式-金融 | 0.63% | — | -16.71% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.53% | — | -5.09% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | — | -4.48% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | -0.08% | -1.25% | |
| 30 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 0.41% | -0.12% | +0.33% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | — | +4.74% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | -0.95% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.32% | — | -27.95% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.32% | -0.08% | +4.26% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | +16.17% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.30% | — | +1.94% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | — | +0.18% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.23% | -0.15% | EXIT | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | — | +15.54% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | +0.75% | |
| 41 | CB | Chubb Limited | 株式-金融 | 0.17% | — | +4.25% | |
| 42 | INTU | Intuit INC | 株式-IT | 0.16% | — | -2.35% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | — | +7.14% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.15% | — | — | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.14% | — | — | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.14% | — | — | |
| 47 | ICE | Intercontinental Exchange In | 株式-金融 | 0.14% | — | — | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.13% | — | -5.40% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.13% | — | +3.41% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.13% | -0.12% | EXIT |