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 | 13.64% | -0.79% | — | |
| 2 | IAU | Ishares Gold Trust | ETF-コモディティ | 11.59% | +0.45% | -3.96% | |
| 3 | PTC | Ptc INC | 株式-IT | 9.84% | -2.00% | -0.51% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 7.86% | -0.19% | +1.41% | |
| 5 | TOST | Toast Inc-class A | 株式-IT | 5.58% | -0.98% | -4.61% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.99% | +0.10% | +28.16% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.40% | -0.12% | -0.94% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.84% | — | — | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 2.67% | +0.22% | +28.03% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.51% | +0.06% | -2.00% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.42% | -0.08% | -1.92% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.35% | +0.24% | +22.80% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.08% | +0.04% | +21.64% | |
| 14 | DCRE | Dbl Comm Real Est Debt | ETF-その他 | 1.39% | — | +53.77% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.24% | +9.33% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.93% | +0.09% | +24.07% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.92% | — | — | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.91% | +0.34% | — | |
| 19 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.90% | — | +0.44% | |
| 20 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.90% | — | — | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.85% | — | — | |
| 22 | MSTR | Strategy INC | 株式-IT | 0.77% | — | +310.00% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.75% | +0.07% | +24.24% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.75% | -0.16% | +16.63% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.68% | — | — | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.65% | +0.04% | — | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.64% | — | — | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.62% | — | -9.34% | |
| 29 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.61% | — | +25.21% | |
| 30 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.60% | +0.04% | -24.97% | |
| 31 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.57% | — | — | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.57% | -0.12% | +7.78% | |
| 33 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.55% | +0.18% | +23.84% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.54% | — | — | |
| 35 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.53% | +0.07% | -6.35% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.51% | — | — | |
| 37 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.48% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | — | -16.67% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.46% | — | — | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.46% | — | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | +0.32% | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.42% | -0.09% | — | |
| 43 | HGV | Hilton Grand Vacations INC | 株式-その他 | 0.31% | — | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | -0.05% | +30.95% | |
| 46 | AXP | American Express Co | 株式-金融 | 0.29% | -0.06% | — | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.28% | — | — | |
| 48 | TMUS | T-mobile US INC | 株式-通信サービス | 0.28% | — | -16.67% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.27% | — | -27.60% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | +0.19% | — |