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 | 4.10% | +2.66% | +4.79% | |
| 2 | TSLA | Tesla INC | 株式-一般消費財 | 4.04% | +3.14% | +8.54% | |
| 3 | LAC | Lithium Americas CORP | 株式-その他 | 3.77% | +2.73% | NEW | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.36% | +2.33% | NEW | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.23% | +2.31% | NEW | |
| 6 | SLV | Ishares Silver Trust | ETF-コモディティ | 3.17% | +2.40% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.55% | +1.87% | -10.39% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.35% | +1.83% | +1.29% | |
| 9 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 2.13% | +1.71% | NEW | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.07% | +1.30% | +1.99% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.80% | +1.98% | NEW | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.66% | +1.22% | NEW | |
| 13 | AAPL | Apple INC | 株式-IT | 1.53% | -4.50% | +1.14% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.49% | +1.00% | +94.90% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.48% | +1.76% | NEW | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.45% | +0.93% | +10.20% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.44% | +1.72% | NEW | |
| 18 | BUCK | Simplify Treasury Option INC | ETF-政府公債 | 1.33% | +0.98% | NEW | |
| 19 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 1.13% | +0.69% | NEW | |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 1.09% | +0.64% | NEW | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.05% | +1.17% | NEW | |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.04% | +0.75% | NEW | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.03% | +1.10% | NEW | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.91% | +0.62% | +1.67% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.87% | +0.85% | NEW | |
| 26 | CLS | Celestica INC | 株式-IT | 0.84% | +0.80% | NEW | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.81% | +0.63% | NEW | |
| 28 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.76% | — | -2.19% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.73% | +0.64% | NEW | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.73% | — | — | |
| 31 | MU | Micron Technology INC | 株式-IT | 0.73% | +3.42% | NEW | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.69% | — | -0.75% | |
| 33 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 0.69% | — | — | |
| 34 | PVAL | Putnam Focused Lrg Cap Value | ETF-その他 | 0.67% | — | — | |
| 35 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.67% | — | — | |
| 36 | CRDO | Credo Technology Group Holding Ltd | 株式-IT | 0.67% | +2.32% | NEW | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | +15.94% | |
| 38 | AGGH | Simplify Aggregate Bond ETF | ETF-その他 | 0.65% | — | -5.38% | |
| 39 | MTBA | Simplify Mbs ETF | ETF-その他 | 0.63% | +0.64% | NEW | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.62% | — | -1.00% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | — | -3.29% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.61% | +0.97% | NEW | |
| 43 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 0.60% | — | +19.43% | |
| 44 | DAL | Delta Air Lines INC | 株式-資本財 | 0.60% | — | -2.42% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.59% | — | +16.01% | |
| 46 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.57% | — | +21.47% | |
| 47 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.57% | — | -15.25% | |
| 48 | CSMD | Congress Smid Growth ETF | ETF-その他 | 0.56% | — | +185.71% | |
| 49 | URA | Global X Uranium ETF | ETF-その他 | 0.56% | — | +17.96% | |
| 50 | VISN | Vistance Networks INC | 株式-IT | 0.56% | — | +6.89% |