CIK: 0001697857
申告総資産額
$2.5億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 30.52% | +29.58% | -52.63% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 12.50% | — | +1.52% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 11.97% | — | -7.13% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.88% | -1.37% | +8.62% | |
| 5 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 3.93% | — | -21.75% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.42% | -0.65% | +11.54% | |
| 7 | SIL | Global X Silver Miners ETF | ETF-コモディティ | 3.04% | — | +17.36% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.45% | — | +10.12% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 2.19% | — | -25.24% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.10% | — | +6.95% | |
| 11 | BLOK | Amplify Blockchain Tech ETF | ETF-テック型 | 1.63% | — | — | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.58% | +0.04% | +78.34% | |
| 13 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 1.44% | — | -27.69% | |
| 14 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 1.34% | — | -4.82% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.26% | -0.47% | -11.65% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.12% | -0.94% | +11.29% | |
| 17 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.06% | — | +14.59% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.92% | +0.17% | +65.58% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | +7.18% | NEW | |
| 20 | TWLO | Twilio INC - A | 株式-IT | 0.63% | — | — | |
| 21 | SOFI | Sofi Technologies INC | 株式-金融 | 0.61% | — | — | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.51% | -0.11% | +79.65% | |
| 23 | TOST | Toast Inc-class A | 株式-IT | 0.41% | — | — | |
| 24 | SHOP | Shopify INC - Class A | 株式-IT | 0.39% | — | — | |
| 25 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 0.37% | — | +0.64% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.35% | — | +149.08% | |
| 27 | LAC1EUR | Lithium Americas CORP | 株式-その他 | 0.29% | — | — | |
| 28 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.26% | — | -37.28% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.26% | +0.10% | NEW | |
| 30 | IYT | Ishares US Transportation Et | ETF-その他 | 0.25% | — | -54.05% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.25% | — | +18.79% | |
| 32 | SPGI | S&p Global INC | 株式-金融 | 0.25% | — | -40.81% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | -0.20% | EXIT | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.23% | -0.46% | +26.47% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.20% | — | -2.79% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.20% | — | +64.52% | |
| 37 | GRAB | Grab Holdings Limited | 株式-IT | 0.20% | — | — | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.20% | — | -20.10% | |
| 39 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.20% | -0.29% | +0.03% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.19% | — | -6.89% | |
| 41 | TLRYEUR | Tilray Brands INC | 株式-その他 | 0.18% | — | — | |
| 42 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.18% | — | — | |
| 43 | MSOS | Advisorshares Pure US Cann | ETF-その他 | 0.18% | — | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.17% | — | -33.20% | |
| 45 | XLF | Ss Financial Select Sector | ETF-その他 | 0.17% | — | — | |
| 46 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.16% | — | -12.58% | |
| 47 | F | Ford Motor Co | 株式-一般消費財 | 0.15% | — | — | |
| 48 | CLOV | Clover Health Investments Co | 株式-その他 | 0.12% | — | +41.65% | |
| 49 | CGC | Canopy Growth Corporation | 株式-ヘルスケア | 0.09% | — | — | |
| 50 | SLI | Standard Lithium LTD | 株式-その他 | 0.08% | — | — |