CIK: 0001954242
申告総資産額
$13.7億
上位200銘柄を表示中（全511銘柄）
| # | 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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.18% | — | +0.59% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.99% | -0.19% | -1.11% | |
| 3 | MOOD | Relative Sentiment Tact Allo | ETF-その他 | 2.94% | +0.45% | +31.59% | |
| 4 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 2.81% | +0.31% | +2.03% | |
| 5 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 2.72% | +0.74% | +12.21% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.50% | — | +0.50% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.26% | +0.18% | -0.58% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.26% | -0.27% | +3.95% | |
| 9 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.72% | -0.15% | -0.38% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.62% | -0.42% | -1.73% | |
| 11 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.61% | — | +13.90% | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.54% | — | +1.00% | |
| 13 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.54% | +0.15% | +0.21% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.43% | -0.57% | +66.68% | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.40% | — | +0.71% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.37% | — | -1.04% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.35% | -0.21% | +18.61% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.29% | — | -28.67% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.15% | — | -0.71% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.07% | -0.15% | +1216.70% | |
| 21 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 1.03% | — | -0.15% | |
| 22 | STXF | Strive 500 ETF | ETF-その他 | 0.98% | — | -15.79% | |
| 23 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 0.96% | — | +7.07% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | — | +16.56% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.95% | — | -0.00% | |
| 26 | XLE | Ss Energy Select Sector | ETF-その他 | 0.94% | +0.42% | +0.53% | |
| 27 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.94% | — | +0.95% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.91% | -0.14% | -1.37% | |
| 29 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.86% | — | -1.63% | |
| 30 | QTUM | Defiance Quantum ETF | ETF-その他 | 0.85% | — | — | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.85% | — | +0.01% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.83% | — | +4.87% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.77% | -0.62% | +362.29% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.77% | — | -6.78% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | +7.14% | |
| 36 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.70% | — | +0.24% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.68% | — | +445.14% | |
| 38 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.66% | — | -15.56% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.66% | — | +3.90% | |
| 40 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.64% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.62% | — | — | |
| 42 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.62% | — | -6.87% | |
| 43 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | — | -4.39% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.61% | -0.59% | +1883.83% | |
| 45 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 0.60% | -0.13% | -3.04% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | -0.74% | |
| 47 | LPRO | Open Lending CORP | 株式-その他 | 0.57% | — | -2.87% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | — | -4.45% | |
| 49 | MTBA | Simplify Mbs ETF | ETF-その他 | 0.56% | — | -6.81% | |
| 50 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | ETF-テック型 | 0.55% | — | — |