CIK: 0001815123
申告総資産額
$6.8億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 12.62% | -2.87% | +0.73% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 10.98% | — | — | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 9.82% | — | +0.17% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.73% | — | +4065.12% | |
| 5 | OAKM | Oakmark US Large Cap ETF | ETF-大型株・グロース | 6.61% | +5.42% | — | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 5.75% | -6.62% | -1.47% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 4.46% | -0.32% | +1.65% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.17% | — | -2.15% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.73% | -0.33% | -0.98% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.99% | +2.14% | -1.70% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.70% | — | +2674.33% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.47% | +1.35% | -44.15% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.43% | +0.03% | -62.66% | |
| 14 | IYF | Ishares US Financials ETF | ETF-その他 | 2.36% | — | — | |
| 15 | AAPL | Apple INC | 株式-IT | 1.87% | -0.28% | -5.85% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.73% | +1.35% | -45.64% | |
| 17 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.36% | — | — | |
| 18 | COIN | Coinbase Global INC -class A | 株式-金融 | 1.24% | -0.29% | — | |
| 19 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.08% | +1.63% | NEW | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.03% | -0.16% | -13.77% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.99% | — | -89.55% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.95% | -0.22% | -11.06% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.90% | — | -3.00% | |
| 24 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.80% | — | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | — | +39.35% | |
| 26 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.53% | — | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | -0.08% | -44.04% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.35% | -0.06% | -0.85% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | -2.93% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | -3.36% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.26% | -0.07% | -2.09% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.25% | +0.10% | +1.33% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | — | -10.71% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.22% | — | +0.82% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.19% | — | -6.41% | |
| 36 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.19% | — | — | |
| 37 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-その他 | 0.19% | — | -18.29% | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.17% | — | +8.88% | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 0.15% | — | -0.86% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.14% | — | -1.30% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.13% | — | -5.38% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.13% | — | -1.04% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.13% | — | -57.88% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.13% | — | -8.18% | |
| 45 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.13% | — | -98.99% | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.12% | — | -38.26% | |
| 47 | AXP | American Express Co | 株式-金融 | 0.12% | — | +0.90% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.12% | — | -2.83% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.11% | — | -98.39% | |
| 50 | EZBC | Franklin Bitcoin ETF | ETF-暗号資産 | 0.11% | — | +32.54% |