CIK: 0001836110
申告総資産額
$7.9億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 8.58% | +0.38% | -2.48% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.43% | +0.89% | +2.06% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.26% | -2.04% | -4.36% | |
| 4 | JPIE | Jpmorgan Income ETF | ETF-その他 | 6.15% | +0.05% | +7.39% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.90% | -0.57% | +11.51% | |
| 6 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 4.44% | +0.50% | +3.55% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.03% | +0.61% | -0.96% | |
| 8 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 3.34% | — | -5.44% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.73% | +0.09% | +6.64% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 2.21% | -0.43% | +0.05% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.98% | +0.21% | +9.92% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.92% | +0.08% | +22.89% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.91% | -0.26% | -1.46% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.89% | +0.12% | +3.46% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.74% | +0.07% | +675.43% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.73% | +0.10% | -2.07% | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.68% | +1.68% | +36.00% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.68% | -0.18% | EXIT | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.47% | +0.08% | -7.82% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.33% | +0.04% | -31.00% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.29% | — | +0.04% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.25% | -0.45% | -3.55% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.22% | +0.08% | -1.84% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 1.14% | -0.32% | +50.32% | |
| 25 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.14% | -0.24% | -0.00% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.09% | +0.12% | +11.50% | |
| 27 | NEM | Newmont CORP | 株式-素材 | 1.05% | -0.45% | — | |
| 28 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.04% | — | -53.55% | |
| 29 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.03% | -0.81% | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.93% | +0.19% | -23.16% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.91% | +0.15% | -6.65% | |
| 32 | IDV | Ishares International Select | ETF-その他 | 0.79% | +0.23% | +12.69% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | +0.13% | +21.73% | |
| 34 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.68% | +0.12% | NEW | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.66% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | — | +0.08% | |
| 37 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.62% | — | -38.64% | |
| 38 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.55% | -0.25% | — | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | — | -7.72% | |
| 40 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 0.48% | +0.26% | +30.26% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | +1.62% | |
| 42 | ET | Energy Transfer LP | 株式-エネルギー | 0.43% | — | -8.40% | |
| 43 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.43% | -0.13% | EXIT | |
| 44 | KGC | Kinross Gold CORP | 株式-素材 | 0.42% | -0.34% | — | |
| 45 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.40% | — | -9.27% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.39% | — | +9.73% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.39% | -0.26% | +43.41% | |
| 48 | PAAS | Pan American Silver CORP | 株式-素材 | 0.38% | -0.17% | — | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | — | -4.60% | |
| 50 | B | Barrick Mining CORP | 株式-素材 | 0.34% | +0.16% | — |