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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.48% | -0.79% | +0.16% | |
| 2 | PTC | Ptc INC | 株式-IT | 12.53% | -2.00% | -5.81% | |
| 3 | IAU | Ishares Gold Trust | ETF-コモディティ | 10.79% | +0.45% | -1.53% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 8.20% | -0.19% | +3.96% | |
| 5 | TOST | Toast Inc-class A | 株式-IT | 5.40% | -0.98% | -14.74% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.41% | — | -2.29% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.07% | +0.10% | -2.07% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.96% | -0.12% | -0.51% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.98% | +0.06% | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.68% | -0.08% | -12.76% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.80% | +0.04% | +0.59% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.77% | +0.24% | -0.25% | |
| 13 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 1.73% | +0.22% | — | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.13% | — | -0.02% | |
| 15 | SMG | Scotts Miracle-gro Co | 株式-素材 | 1.01% | — | — | |
| 16 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.99% | — | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.96% | — | +10.93% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.95% | -0.24% | — | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.90% | — | -43.61% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.89% | +0.34% | -2.69% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | +0.09% | +32.75% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.80% | — | -35.60% | |
| 23 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.79% | +0.18% | — | |
| 24 | AAPL | Apple INC | 株式-IT | 0.79% | +0.07% | -7.33% | |
| 25 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.72% | +0.04% | — | |
| 26 | DCRE | Dbl Comm Real Est Debt | ETF-その他 | 0.72% | — | +27.84% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.71% | — | -33.33% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | — | — | |
| 29 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.62% | — | -18.37% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.61% | -0.09% | — | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.60% | -0.12% | +4.46% | |
| 32 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.59% | +0.07% | -72.42% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.57% | — | — | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.56% | — | — | |
| 35 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.51% | — | -2.71% | |
| 36 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.50% | — | — | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.48% | — | — | |
| 38 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.48% | +0.04% | -2.82% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | — | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.41% | -0.16% | +24.58% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.38% | — | -44.55% | |
| 42 | TMUS | T-mobile US INC | 株式-通信サービス | 0.34% | — | — | |
| 43 | HGV | Hilton Grand Vacations INC | 株式-その他 | 0.33% | — | — | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.31% | — | -47.29% | |
| 45 | AXP | American Express Co | 株式-金融 | 0.30% | -0.06% | — | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.27% | +0.19% | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | +0.15% | -6.81% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.25% | — | — | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | +0.17% | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.21% | -0.05% | -37.31% |