CIK: 0001760263
申告総資産額
$5.1億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 10.38% | -0.32% | -4.60% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 9.34% | — | +92.09% | |
| 3 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 5.99% | — | -24.18% | |
| 4 | IYF | Ishares US Financials ETF | ETF-その他 | 5.33% | — | +1.59% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.16% | — | -0.41% | |
| 6 | AAPL | Apple INC | 株式-IT | 5.12% | -0.21% | -22.78% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.78% | -0.28% | +2.14% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.85% | -0.43% | +1.90% | |
| 9 | FXY | Invesco Currencyshares Japan | ETF-その他 | 3.80% | — | +2.36% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.79% | — | +1.81% | |
| 11 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 3.43% | +0.57% | +1.73% | |
| 12 | TELFY | Telefonica Sa-spon Adr | 株式-その他 | 3.36% | — | -7.63% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 3.25% | +0.43% | — | |
| 14 | T | At&t INC | 株式-通信サービス | 2.78% | — | +1.79% | |
| 15 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.73% | — | +1.92% | |
| 16 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 2.60% | — | +1.19% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 2.54% | — | — | |
| 18 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 2.25% | — | +3.09% | |
| 19 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.99% | — | +8.22% | |
| 20 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.97% | — | +0.34% | |
| 21 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.72% | — | +0.40% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | — | +3.20% | |
| 23 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.35% | +0.22% | -34.92% | |
| 24 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.22% | — | +32.83% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.18% | +0.18% | — | |
| 26 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.18% | -2.04% | EXIT | |
| 27 | VTR | Ventas INC | 株式-不動産 | 1.16% | — | — | |
| 28 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.10% | — | -25.60% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.05% | -0.38% | +0.09% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.70% | — | -14.11% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.50% | — | -10.41% | |
| 32 | SPOT | Spotify Technology S.A. | 株式-通信サービス | 0.45% | — | -31.20% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.40% | — | — | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.32% | — | +4.37% | |
| 35 | VFH | Vanguard Financials ETF | ETF-その他 | 0.31% | -1.91% | — | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.30% | -0.11% | -32.32% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.27% | — | +13.51% | |
| 38 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.25% | — | +8.09% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.19% | — | — | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.18% | — | +3.96% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.18% | -0.45% | — | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.16% | — | — |