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 | 13.16% | -0.79% | — | |
| 2 | IAU | Ishares Gold Trust | ETF-コモディティ | 13.11% | +0.45% | -1.33% | |
| 3 | PTC | Ptc INC | 株式-IT | 8.66% | -2.00% | -2.41% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 7.63% | -0.19% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.30% | +0.10% | +1.76% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.93% | -0.12% | — | |
| 7 | TOST | Toast Inc-class A | 株式-IT | 3.71% | -0.98% | -7.41% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.39% | — | — | |
| 9 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 2.99% | +0.22% | +0.53% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.77% | +0.24% | +0.77% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.62% | +0.06% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.37% | +0.04% | +1.32% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.27% | -0.08% | — | |
| 14 | DCRE | Dbl Comm Real Est Debt | ETF-その他 | 1.56% | — | — | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.10% | +0.34% | — | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.07% | +0.09% | +1.00% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.96% | -0.24% | — | |
| 18 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.96% | +0.04% | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.87% | +0.07% | +1.46% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.86% | — | +49.78% | |
| 21 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.77% | — | -0.02% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.76% | — | -7.86% | |
| 23 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.71% | — | — | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | — | -4.74% | |
| 25 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.71% | +0.04% | — | |
| 26 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.70% | -0.16% | +5.63% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.63% | — | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.60% | — | — | |
| 29 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.58% | — | — | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.55% | -0.09% | — | |
| 31 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.52% | +0.07% | — | |
| 32 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.50% | — | — | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.50% | — | — | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.48% | — | -1.34% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.48% | — | — | |
| 36 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.48% | +0.18% | — | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.47% | — | — | |
| 38 | PKW | Invesco Buyback Achievers Et | ETF-その他 | 0.47% | — | — | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.46% | -0.12% | -2.61% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.46% | +0.15% | +13.69% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | — | |
| 42 | NGDN | New Gold INC | 株式-その他 | 0.31% | -0.31% | EXIT | |
| 43 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.30% | +0.06% | — | |
| 44 | AXP | American Express Co | 株式-金融 | 0.30% | -0.06% | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | -0.05% | — | |
| 46 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.29% | — | — | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.29% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.27% | — | — | |
| 49 | MSTR | Strategy INC | 株式-IT | 0.26% | — | — | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.25% | — | — |