CIK: 0002034214
申告総資産額
$1.2億
| # | 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 8.54% | +1.22% | -65.84% | |
| 2 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 5.44% | -0.79% | -74.70% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.68% | — | — | |
| 4 | AGZD | Wisdomtree Trust Wisdomtree | ETF-その他 | 3.58% | — | — | |
| 5 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 3.51% | — | — | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 3.50% | — | — | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 3.49% | +0.96% | +97825.00% | |
| 8 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 3.41% | — | +97.60% | |
| 9 | SCHR | Schwab Intermediate-term US | ETF-その他 | 3.40% | — | — | |
| 10 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 3.40% | +3.35% | NEW | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.05% | — | +571.32% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.41% | — | +47829.23% | |
| 13 | ANET | Arista Networks INC | 株式-IT | 2.06% | — | — | |
| 14 | LUV | Southwest Airlines Co | 株式-資本財 | 1.69% | — | +15892.16% | |
| 15 | VOX | Vanguard Communication Servi | ETF-その他 | 1.65% | -0.66% | -6.79% | |
| 16 | VFH | Vanguard Financials ETF | ETF-その他 | 1.64% | — | -5.22% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.61% | — | +6.97% | |
| 18 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.61% | — | -4.04% | |
| 19 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.60% | — | -4.02% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.58% | — | -7.28% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.57% | — | — | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 1.57% | +1.55% | NEW | |
| 23 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.54% | — | -2.68% | |
| 24 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.52% | -0.96% | EXIT | |
| 25 | DE | Deere & Co | 株式-資本財 | 1.50% | — | +26633.33% | |
| 26 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 1.48% | — | — | |
| 27 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.48% | -1.45% | EXIT | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.47% | — | -0.27% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.46% | — | -0.25% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.42% | — | +124459.65% | |
| 31 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 1.41% | — | +92426.67% | |
| 32 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.35% | — | — | |
| 33 | AXON | Axon Enterprise INC | 株式-資本財 | 1.30% | — | — | |
| 34 | ROL | Rollins INC | 株式-一般消費財 | 1.17% | — | — | |
| 35 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.13% | -0.94% | EXIT | |
| 36 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.06% | — | +9.72% | |
| 37 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 1.05% | +1.04% | NEW | |
| 38 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.04% | -1.48% | EXIT | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.99% | — | +224.81% | |
| 40 | VDE | Vanguard Energy ETF | ETF-その他 | 0.98% | — | -30.18% | |
| 41 | VAW | Vanguard Materials ETF | ETF-その他 | 0.98% | — | -29.59% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.95% | — | -29.68% | |
| 43 | EQT | Eqt CORP | 株式-エネルギー | 0.90% | — | — | |
| 44 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.90% | — | — | |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.76% | — | +166.03% | |
| 46 | PAYC | Paycom Software INC | 株式-IT | 0.72% | — | — | |
| 47 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.64% | — | — | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.62% | — | +120.70% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.62% | — | +123.88% | |
| 50 | FDG | American Century Focused Dyn | ETF-その他 | 0.47% | -0.93% | EXIT |