CIK: 0002069222
申告総資産額
$1.9億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.04% | +2.66% | +8.07% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.21% | +2.31% | NEW | |
| 3 | TSLA | Tesla INC | 株式-一般消費財 | 3.62% | +3.14% | +13.85% | |
| 4 | LAC | Lithium Americas CORP | 株式-その他 | 3.55% | +2.73% | NEW | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.47% | +2.33% | NEW | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.89% | +1.30% | -9.75% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.56% | +1.83% | +123.69% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.32% | +1.87% | +12.20% | |
| 9 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 2.20% | +1.71% | NEW | |
| 10 | BUCK | Simplify Treasury Option INC | ETF-政府公債 | 2.13% | +0.98% | NEW | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.00% | +0.93% | +39.19% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.94% | +1.98% | NEW | |
| 13 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.92% | +2.40% | NEW | |
| 14 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 1.76% | +0.64% | NEW | |
| 15 | AAPL | Apple INC | 株式-IT | 1.67% | -4.50% | -9.41% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.50% | +1.22% | NEW | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.42% | +0.75% | NEW | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.38% | +0.64% | NEW | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.27% | +1.72% | NEW | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.19% | +1.76% | NEW | |
| 21 | NFLX | Netflix INC | 株式-通信サービス | 1.07% | — | +52.59% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.06% | — | +13.70% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 1.05% | — | +16.01% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.04% | +1.10% | NEW | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.03% | — | +29.04% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.98% | +0.63% | NEW | |
| 27 | AGGH | Simplify Aggregate Bond ETF | ETF-その他 | 0.98% | — | -14.23% | |
| 28 | MTBA | Simplify Mbs ETF | ETF-その他 | 0.94% | +0.64% | NEW | |
| 29 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.94% | — | -5.27% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.93% | — | -3.21% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.87% | — | +52.36% | |
| 32 | CLS | Celestica INC | 株式-IT | 0.80% | +0.80% | NEW | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.79% | +1.17% | NEW | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | +0.62% | +4.55% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.72% | +0.97% | NEW | |
| 36 | CRDO | Credo Technology Group Holding Ltd | 株式-IT | 0.71% | +2.32% | NEW | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.71% | — | +282.35% | |
| 38 | JD | Jd.com Inc-adr | 株式-一般消費財 | 0.70% | — | +6.93% | |
| 39 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-コモディティ | 0.70% | — | -10.59% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | +1.00% | +8.07% | |
| 41 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.65% | — | +49.37% | |
| 42 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.65% | — | +68.23% | |
| 43 | DAL | Delta Air Lines INC | 株式-資本財 | 0.62% | — | +4.40% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | -3.27% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | -12.95% | -10.57% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.59% | — | -10.75% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.57% | — | +13.97% | |
| 48 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.54% | — | -2.01% | |
| 49 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.53% | — | -1.21% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | — | +48.50% |