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 | 23.36% | -0.20% | +1.15% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 9.56% | -0.39% | -0.32% | |
| 3 | XLF | Ss Financial Select Sector | ETF-その他 | 4.15% | +0.16% | -5.51% | |
| 4 | PAVE | Global X US Infrastructure | ETF-その他 | 3.87% | +0.23% | +1.09% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.62% | -0.11% | -4.66% | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 3.04% | +0.15% | +77.41% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.90% | +0.63% | +3.47% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.87% | -0.16% | -5.56% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.36% | — | +2.66% | |
| 10 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 2.36% | — | +1.96% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.08% | -0.03% | -12.21% | |
| 12 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 1.92% | +0.16% | +608.93% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.70% | -1.39% | -1.33% | |
| 14 | JFLX | Jpmorgan Flexible Debt ETF | ETF-その他 | 1.56% | — | — | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.55% | -0.09% | -4.20% | |
| 16 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 1.48% | +0.05% | -0.29% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.41% | -0.67% | +0.85% | |
| 18 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.37% | -0.14% | -7.25% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.29% | -0.10% | +0.89% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.24% | — | +0.14% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.08% | — | +0.08% | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 1.00% | — | -11.13% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.99% | +0.11% | +1.29% | |
| 24 | VDE | Vanguard Energy ETF | ETF-その他 | 0.88% | — | -2.00% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | -0.09% | -60.62% | |
| 26 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.78% | — | -1.19% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.77% | — | -1.07% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.73% | -0.09% | -9.07% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.67% | -0.04% | -5.06% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | — | -6.95% | |
| 31 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.63% | — | -1.38% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.60% | +0.04% | +5.24% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.57% | +0.07% | -2.67% | |
| 34 | PBDC | Putnam Bdc Income ETF | ETF-その他 | 0.56% | -0.05% | -1.30% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.54% | +0.36% | +0.01% | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.54% | — | +7.54% | |
| 37 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.51% | — | -8.68% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.51% | -0.22% | -0.16% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.50% | +0.06% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | +0.04% | -16.22% | |
| 41 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.42% | — | — | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.40% | +0.03% | NEW | |
| 43 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.39% | +0.04% | +5.62% | |
| 44 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.30% | — | -12.08% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.30% | — | -44.89% | |
| 46 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.30% | — | -7.08% | |
| 47 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.28% | — | — | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | — | — | |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.26% | — | -10.61% | |
| 50 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.23% | -0.07% | +6.06% |