CIK: 0001792851
申告総資産額
$3.3億
| # | 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 13.87% | -1.58% | +5.09% | |
| 2 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 9.38% | -0.13% | -0.19% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-その他 | 8.68% | +0.09% | +3.13% | |
| 4 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 8.56% | +0.03% | +2.10% | |
| 5 | TRPA | Hartford Aaa Clo ETF | ETF-その他 | 8.48% | +0.05% | +2.76% | |
| 6 | EQWL | Invesco S&p 100 Equal Weight | ETF-その他 | 5.75% | -0.18% | -9.68% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.17% | — | +4.70% | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 3.27% | +0.21% | +24.28% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-その他 | 3.12% | -0.12% | -1.53% | |
| 10 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-その他 | 3.10% | +0.08% | +15.70% | |
| 11 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 2.18% | +0.09% | +9.03% | |
| 12 | AIRR | First Trust Rba American Ind | ETF-その他 | 2.04% | +0.29% | +4.75% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.02% | -0.27% | -10.55% | |
| 14 | TIME | Clockwise U.s. Core Equity E | ETF-その他 | 1.79% | — | -39.80% | |
| 15 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 1.71% | +0.06% | -7.15% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.51% | +0.12% | +4.43% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.18% | -0.08% | +3.56% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | -0.12% | +76.27% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.22% | -1.04% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.96% | -0.12% | -0.04% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.91% | -0.08% | +56.68% | |
| 22 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.91% | -0.05% | -6.89% | |
| 23 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.81% | +0.13% | — | |
| 24 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 0.80% | — | -38.80% | |
| 25 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-その他 | 0.79% | +0.18% | +14.82% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.72% | -0.19% | +582.77% | |
| 27 | OUSM | Alps Oshares US Small-cap Qu | ETF-その他 | 0.66% | — | -6.14% | |
| 28 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.66% | — | — | |
| 29 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.66% | — | -38.12% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | -0.10% | +149.20% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.06% | -1.50% | |
| 32 | CPRT | Copart INC | 株式-資本財 | 0.47% | -0.09% | EXIT | |
| 33 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 0.44% | -0.09% | -0.79% | |
| 34 | BRNY | Burney US Factor Rotation | ETF-その他 | 0.36% | — | -16.13% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | -0.05% | -0.68% | |
| 36 | URA | Global X Uranium ETF | ETF-その他 | 0.36% | +0.12% | -38.58% | |
| 37 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.33% | — | — | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.31% | — | — | |
| 39 | APD | Air Products & Chemicals INC | 株式-素材 | 0.30% | +0.04% | +0.16% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.28% | — | +0.10% | |
| 41 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.26% | — | — | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.26% | -0.20% | — | |
| 43 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.25% | — | -38.60% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | +0.11% | -2.21% | |
| 45 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.23% | — | +0.09% | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.22% | — | -0.06% | |
| 47 | SHOP | Shopify INC - Class A | 株式-IT | 0.20% | -0.10% | — | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | +0.05% | -0.88% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.19% | — | — | |
| 50 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.16% | — | -2.87% |