CIK: 0001891240
申告総資産額
$3.9億
上位200銘柄を表示中（全222銘柄）
| # | 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 | CAT | Caterpillar INC | 株式-資本財 | 4.60% | +1.68% | -0.22% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.30% | +0.08% | -6.36% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.98% | -0.64% | +47.64% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.55% | -0.14% | -4.06% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.03% | — | +2.35% | |
| 6 | FLRT | Pacer Aristotle Pacific Floa | ETF-その他 | 2.11% | — | +60.13% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.09% | -0.02% | -2.39% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.09% | — | +1.85% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.84% | -0.60% | +0.46% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.82% | -0.06% | -8.64% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.70% | — | -0.32% | |
| 12 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.61% | +0.01% | -2.97% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.60% | +0.03% | +7.36% | |
| 14 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 1.59% | — | +0.92% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.26% | +0.04% | -2.64% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.17% | +0.06% | -1.76% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.15% | — | — | |
| 18 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.14% | — | +3.40% | |
| 19 | SLV | Ishares Silver Trust | ETF-コモディティ | 1.08% | -0.83% | +10.59% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.05% | -0.32% | +14.44% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.04% | +0.32% | +1.60% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.02% | — | +1.92% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | — | -3.01% | |
| 24 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-その他 | 0.98% | — | +9.46% | |
| 25 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.98% | — | +0.33% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.95% | — | -1.56% | |
| 27 | RDFI | Rareview Dynamic Fixed Incom | ETF-その他 | 0.94% | -0.12% | +92.97% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.92% | — | -1.45% | |
| 29 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.86% | — | +2.12% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.86% | +0.05% | +0.32% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.82% | — | +3.88% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.79% | — | +8.53% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | — | +1.22% | |
| 34 | YYY | Amplify Cef High Income ETF | ETF-その他 | 0.77% | — | +5.99% | |
| 35 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.73% | — | +5.68% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | -29.94% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | — | +0.88% | |
| 38 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.61% | — | +4.42% | |
| 39 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.58% | +0.18% | -1.28% | |
| 40 | BND | Vanguard Total Bond Market | ETF-その他 | 0.55% | — | -9.75% | |
| 41 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.54% | — | +2.22% | |
| 42 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.54% | — | +8.75% | |
| 43 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.52% | — | +0.85% | |
| 44 | MSI | Motorola Solutions INC | 株式-IT | 0.51% | — | -0.08% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | -4.26% | |
| 46 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.49% | +0.07% | +8.89% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.49% | -0.23% | +0.81% | |
| 48 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.48% | — | -23.00% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | — | -5.63% | |
| 50 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.47% | — | -2.15% |