CIK: 0001873973
申告総資産額
$1.7億
| # | 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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 31.26% | -2.54% | -37.50% | |
| 2 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 23.97% | -4.89% | -28.92% | |
| 3 | VIXM | Proshares Vix Mid-term Fut | ETF-その他 | 8.76% | -6.99% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.43% | +1.82% | — | |
| 5 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.41% | +0.34% | — | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 1.38% | +0.32% | +58.20% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.36% | +0.39% | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | +0.27% | — | |
| 9 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.29% | +0.25% | — | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.24% | +0.34% | -0.26% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.23% | +0.21% | — | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.13% | +0.22% | — | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.11% | +0.18% | — | |
| 14 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.10% | +0.16% | — | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.07% | -0.17% | -45.93% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.05% | +0.57% | — | |
| 17 | XLF | Ss Financial Select Sector | ETF-その他 | 1.04% | +0.92% | — | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 1.03% | +0.23% | — | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.03% | +2.36% | — | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.02% | +0.20% | — | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.01% | +0.22% | -40.46% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.94% | +0.72% | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.93% | -0.19% | EXIT | |
| 24 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.92% | +0.66% | — | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.91% | -0.13% | EXIT | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | +0.24% | — | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.88% | -0.19% | EXIT | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | +1.55% | — | |
| 29 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.85% | +0.22% | — | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.83% | +0.10% | -15.47% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.72% | -0.07% | -14.95% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.44% | — | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | +1.77% | — | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.67% | +0.07% | — | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | +0.11% | -50.13% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.56% | +0.07% | -52.36% | |
| 37 | XLE | Ss Energy Select Sector | ETF-その他 | 0.53% | -0.08% | — | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | +0.19% | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | — | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | -0.10% | -67.43% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.40% | -0.05% | — | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.20% | +0.08% | — | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.20% | +0.04% | — |