CIK: 0001844831
申告総資産額
$6.5億
| # | 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 10.51% | -0.78% | +3.71% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.65% | -0.48% | +5.19% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.27% | +0.03% | -0.39% | |
| 4 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 4.06% | — | +25.59% | |
| 5 | SMOT | Vaneck Morningstar Smid Moat | ETF-その他 | 3.96% | -0.59% | +27.77% | |
| 6 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 3.77% | — | +72.78% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.67% | -0.28% | -0.92% | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.15% | +0.17% | +1325.77% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.93% | -0.12% | +22.70% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.90% | +0.09% | +1.01% | |
| 11 | CGXU | Cap Group Intl Focus | ETF-その他 | 2.71% | +0.04% | +15.01% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.70% | -0.11% | -2.90% | |
| 13 | DURA | Vaneck Durable High Dividend | ETF-その他 | 2.10% | — | -5.32% | |
| 14 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.82% | -0.15% | -0.69% | |
| 15 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.67% | -0.10% | +9.16% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.25% | +2.75% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.52% | -0.15% | -0.69% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.34% | — | +8.56% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | — | +2.21% | |
| 20 | CGGO | Cap Group Global Growth | ETF-その他 | 1.21% | — | +5.59% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.04% | — | -4.04% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.99% | — | +0.38% | |
| 23 | ARCC | Ares Capital CORP | 株式-金融 | 0.97% | — | -5.27% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.95% | -0.19% | -4.80% | |
| 25 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-その他 | 0.92% | — | +5.21% | |
| 26 | FBRT | Franklin Bsp Realty Trust In | 株式-その他 | 0.89% | — | +2.93% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.85% | -0.28% | -0.93% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.84% | — | +4.22% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | — | +4.48% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | — | +1.61% | |
| 31 | DRLL | Strive US Energy ETF | ETF-その他 | 0.78% | — | +28.29% | |
| 32 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.70% | +0.03% | -1.03% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.69% | — | +33.33% | |
| 34 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.69% | +0.52% | +618.44% | |
| 35 | SPG | Simon Property Group INC | 株式-不動産 | 0.64% | — | +0.97% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | — | +19.70% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.54% | — | -1.53% | |
| 38 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 0.52% | — | +18.51% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.07% | +35.12% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.50% | — | +2.94% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -1.74% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.48% | — | +0.25% | |
| 43 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.48% | — | -16.42% | |
| 44 | CGSD | Cap Group Short Duration | ETF-その他 | 0.45% | — | — | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.42% | — | +9.79% | |
| 46 | VDE | Vanguard Energy ETF | ETF-その他 | 0.42% | — | -1.05% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | +0.04% | -0.34% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.38% | — | +63.76% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.37% | — | -2.87% | |
| 50 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.37% | — | +7.20% |