CIK: 0001891240
申告総資産額
$3.9億
上位200銘柄を表示中（全236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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.19% | +0.08% | +0.29% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.97% | -0.14% | +19.36% | |
| 3 | CAT | Caterpillar INC | 株式-資本財 | 3.92% | +1.68% | -0.05% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.79% | -0.64% | +4.51% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.81% | — | +4.36% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.20% | -0.02% | +6.29% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.92% | — | +2.13% | |
| 8 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 1.88% | — | +40.99% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.77% | -0.60% | +6.08% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.74% | -0.06% | +6.42% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.59% | +0.03% | +5.84% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.55% | — | +3.81% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.48% | +0.04% | +24.65% | |
| 14 | FLRT | Pacer Aristotle Pacific Floa | ETF-その他 | 1.47% | — | -24.53% | |
| 15 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.46% | +0.01% | +3.75% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.40% | — | +66.35% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.31% | +0.06% | +10.15% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.22% | +0.32% | +21.29% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | — | +11.27% | |
| 20 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-その他 | 1.00% | — | +9.47% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.99% | — | +1.69% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.98% | -0.32% | +2.63% | |
| 23 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-その他 | 0.97% | — | +210.76% | |
| 24 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.97% | -0.83% | +5.39% | |
| 25 | RDFI | Rareview Dynamic Fixed Incom | ETF-その他 | 0.96% | -0.12% | +17.70% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.94% | — | +1.17% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.92% | — | +7.67% | |
| 28 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.92% | — | -0.38% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.92% | +0.05% | +8.44% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.85% | — | +16.90% | |
| 31 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.79% | — | +18.62% | |
| 32 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.78% | — | +0.53% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | — | +4.26% | |
| 34 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.71% | — | — | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | -0.13% | |
| 36 | YYY | Amplify Cef High Income ETF | ETF-その他 | 0.68% | — | +1.90% | |
| 37 | JMHI | Jpmorgan High Yield Municpl | ETF-ハイイールド債 | 0.67% | — | — | |
| 38 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.66% | — | -19.26% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | -0.72% | |
| 40 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.57% | — | +19.98% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.55% | +0.03% | +77.20% | |
| 42 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.55% | +0.18% | +0.29% | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.54% | — | — | |
| 44 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.53% | — | -0.58% | |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.52% | — | +23.79% | |
| 46 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 0.52% | — | +9.43% | |
| 47 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.50% | — | +3.92% | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.50% | — | +3.06% | |
| 49 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.50% | — | +24.82% | |
| 50 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.50% | — | — |