CIK: 0001763121
申告総資産額
$9.8億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 23.35% | -0.20% | +2.18% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 9.40% | -0.39% | -0.65% | |
| 3 | XLF | Ss Financial Select Sector | ETF-その他 | 4.66% | +0.16% | -0.13% | |
| 4 | PAVE | Global X US Infrastructure | ETF-その他 | 3.82% | +0.23% | -21.46% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.81% | -0.11% | +20.66% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.31% | -0.16% | -0.87% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.62% | +0.63% | -13.35% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.50% | -0.03% | +0.50% | |
| 9 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 2.43% | — | +3433.55% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.33% | — | +44.57% | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.71% | +0.15% | -0.35% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.66% | -0.09% | +0.42% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.63% | -0.09% | +0.79% | |
| 14 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 1.60% | +0.05% | -0.69% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.58% | -0.67% | -0.17% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.51% | -1.39% | -2.42% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.34% | -0.10% | +1.95% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.26% | — | -10.46% | |
| 19 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.20% | -0.14% | +0.90% | |
| 20 | XLE | Ss Energy Select Sector | ETF-その他 | 1.16% | — | -6.49% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.14% | — | -1.21% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.00% | +0.11% | +2.68% | |
| 23 | VDE | Vanguard Energy ETF | ETF-その他 | 0.92% | — | -4.81% | |
| 24 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.78% | — | -1.14% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | — | +1.76% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.76% | — | -4.76% | |
| 27 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.70% | — | +17.18% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.69% | -0.04% | -0.35% | |
| 29 | PBDC | Putnam Bdc Income ETF | ETF-その他 | 0.66% | -0.05% | — | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | -0.09% | +2.41% | |
| 31 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.59% | — | -6.22% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.59% | — | -1.36% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.57% | +0.04% | +0.48% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.54% | +0.07% | +31.43% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.54% | +0.36% | +1.38% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.54% | -0.22% | -31.83% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.52% | +0.06% | — | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.51% | — | +74.52% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.50% | +0.03% | NEW | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.50% | — | — | |
| 41 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.43% | — | — | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.42% | — | +65.77% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | +0.04% | +0.98% | |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.40% | — | — | |
| 45 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.36% | — | +0.01% | |
| 46 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.35% | +0.04% | -12.11% | |
| 47 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.34% | — | -0.04% | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.31% | — | -5.23% | |
| 49 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.28% | — | -0.03% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | — | -1.52% |