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 | 9.81% | -0.78% | +4.43% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.65% | -0.48% | +12.52% | |
| 3 | SMOT | Vaneck Morningstar Smid Moat | ETF-その他 | 3.85% | -0.59% | +3.11% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.63% | +0.03% | +0.13% | |
| 5 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 3.56% | — | -3.63% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.46% | +0.17% | +0.13% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.39% | -0.28% | +0.20% | |
| 8 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 3.37% | — | -15.10% | |
| 9 | CGXU | Cap Group Intl Focus | ETF-その他 | 2.57% | +0.04% | +1.09% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.55% | +0.09% | -3.92% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.33% | -0.12% | +0.42% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.32% | — | +33.04% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.13% | +0.52% | +32.56% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.09% | -0.11% | -0.43% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.89% | -0.19% | +781.05% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.85% | -0.25% | -2.79% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.72% | -0.15% | -3.65% | |
| 18 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.61% | +0.03% | +213.75% | |
| 19 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.60% | -0.10% | +9.48% | |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.42% | — | +17.74% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.31% | -0.15% | +0.92% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | — | -6.32% | |
| 23 | CGGO | Cap Group Global Growth | ETF-その他 | 1.17% | — | +0.95% | |
| 24 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-その他 | 1.17% | — | +12.08% | |
| 25 | WINN | Harbor Long-term Growers ETF | ETF-その他 | 0.82% | -0.23% | +52.78% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | — | -2.49% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.81% | — | -0.78% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | — | -2.52% | |
| 29 | STXK | Strive Small-cap ETF | ETF-その他 | 0.79% | — | +4.96% | |
| 30 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.72% | +0.03% | +4.05% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.71% | — | -0.07% | |
| 32 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.65% | +0.17% | — | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.59% | — | — | |
| 34 | CLOI | Vaneck Clo ETF | ETF-その他 | 0.59% | +0.16% | +291.69% | |
| 35 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 0.58% | — | +16.65% | |
| 36 | SPG | Simon Property Group INC | 株式-不動産 | 0.58% | — | -6.24% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | -0.28% | -2.44% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.55% | — | +7.63% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.54% | — | +15.45% | |
| 40 | DURA | Vaneck Durable High Dividend | ETF-その他 | 0.54% | — | -57.54% | |
| 41 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 0.54% | — | +126.83% | |
| 42 | STXE | Strive Em Markets Ex-china | ETF-新興国市場 | 0.51% | — | -4.82% | |
| 43 | CGSD | Cap Group Short Duration | ETF-その他 | 0.51% | — | +10.42% | |
| 44 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.49% | +0.09% | — | |
| 45 | STXF | Strive 500 ETF | ETF-その他 | 0.48% | — | +13.35% | |
| 46 | DRLL | Strive US Energy ETF | ETF-その他 | 0.48% | — | +1.01% | |
| 47 | FBRT | Franklin Bsp Realty Trust In | 株式-その他 | 0.47% | — | -12.83% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | +0.07% | -0.43% | |
| 49 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.44% | — | — | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | -3.64% |