CIK: 0001756485
申告総資産額
$2.4億
| # | 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 | PTC | Ptc INC | 株式-IT | 15.17% | -2.00% | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.46% | -0.79% | -1.95% | |
| 3 | IAU | Ishares Gold Trust | ETF-コモディティ | 9.36% | +0.45% | -0.07% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 7.66% | -0.19% | +1.33% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.36% | -0.12% | — | |
| 6 | TOST | Toast Inc-class A | 株式-IT | 4.30% | -0.98% | — | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.27% | — | -1.19% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.14% | — | -0.32% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.02% | +0.06% | — | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.63% | +0.34% | -3.55% | |
| 11 | SMG | Scotts Miracle-gro Co | 株式-素材 | 2.47% | — | — | |
| 12 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 2.46% | +0.07% | +4.21% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.16% | -0.08% | +1.39% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.92% | +0.10% | +27.10% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.50% | — | -0.60% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.18% | — | +0.49% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.15% | — | -1.16% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.12% | +0.24% | +22.23% | |
| 19 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.08% | +0.04% | — | |
| 20 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 1.08% | — | -8.16% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.05% | -0.09% | — | |
| 22 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.97% | — | — | |
| 23 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.95% | — | — | |
| 24 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.86% | — | — | |
| 25 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.84% | — | — | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.81% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | +0.04% | +42.03% | |
| 28 | GBDC | Golub Capital Bdc INC | 株式-金融 | 0.75% | +0.62% | NEW | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.72% | — | -66.76% | |
| 30 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.71% | +0.18% | — | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.71% | -0.24% | — | |
| 32 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.61% | +0.04% | — | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.54% | — | — | |
| 34 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.52% | — | — | |
| 35 | AAPL | Apple INC | 株式-IT | 0.52% | +0.07% | — | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.50% | — | — | |
| 37 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.48% | — | -1.37% | |
| 38 | RF | Regions Financial CORP | 株式-金融 | 0.44% | — | — | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | — | — | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.38% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.38% | — | — | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.37% | -0.12% | +5.47% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | +0.04% | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.26% | — | — | |
| 45 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.26% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | -0.05% | — | |
| 47 | ✓ | 株式-その他 | 0.25% | — | — | ||
| 48 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 0.24% | — | +6.63% | |
| 49 | TECK | Teck Resources Ltd-cls B | 株式-素材 | 0.23% | — | — | |
| 50 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.23% | — | — |