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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.95% | +0.89% | +2.12% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 7.90% | +0.38% | -0.40% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.28% | -2.04% | -6.90% | |
| 4 | JPIE | Jpmorgan Income ETF | ETF-その他 | 5.55% | +0.05% | -6.33% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.14% | -0.57% | +9.57% | |
| 6 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 4.64% | +0.50% | +2.61% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.49% | +0.61% | -3.32% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.58% | +0.09% | +9.07% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.52% | -0.43% | +5.49% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 2.50% | +1.68% | +63.82% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.44% | +0.08% | +29.47% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.39% | +0.21% | +21.27% | |
| 13 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 2.30% | -0.81% | +92.47% | |
| 14 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.24% | -2.05% | +778.94% | |
| 15 | NEM | Newmont CORP | 株式-素材 | 2.21% | -0.45% | +100.00% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.20% | +0.07% | +29.52% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.19% | +0.15% | +176.61% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.89% | +0.12% | +75.57% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.80% | +0.12% | +3.47% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.69% | -0.45% | -1.08% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.60% | +0.10% | +0.31% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.36% | — | -0.04% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.33% | +0.08% | +0.31% | |
| 24 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 1.19% | -0.25% | +100.00% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 1.13% | -0.32% | -25.76% | |
| 26 | AAPL | Apple INC | 株式-IT | 1.10% | +0.08% | -0.11% | |
| 27 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.09% | +0.04% | -14.82% | |
| 28 | IDV | Ishares International Select | ETF-その他 | 1.03% | +0.23% | +25.10% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.26% | -28.57% | |
| 30 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.92% | -0.24% | +1.67% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | +0.13% | +26.73% | |
| 32 | KGC | Kinross Gold CORP | 株式-素材 | 0.88% | -0.34% | +100.00% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.85% | -0.62% | +320.62% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.71% | +0.19% | -24.04% | |
| 35 | PAAS | Pan American Silver CORP | 株式-素材 | 0.68% | -0.17% | +73.33% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.60% | — | +52.79% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | — | +0.80% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | — | — | |
| 39 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.56% | — | -5.68% | |
| 40 | VCRB | Vanguard Core Bond ETF | ETF-その他 | 0.51% | +0.26% | +8.94% | |
| 41 | ET | Energy Transfer LP | 株式-エネルギー | 0.48% | — | -1.64% | |
| 42 | B | Barrick Mining CORP | 株式-素材 | 0.44% | +0.16% | +41.94% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | +0.77% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | — | |
| 45 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.37% | — | — | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.36% | -0.26% | -2.03% | |
| 47 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.36% | — | -67.87% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.34% | +0.15% | +163.05% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | — | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.31% | — | +3.08% |