CIK: 0001891240
申告総資産額
$3.9億
上位200銘柄を表示中（全287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 | 4.57% | +1.68% | -1.63% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.05% | +0.08% | +2.32% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.73% | -0.14% | +1.91% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.07% | -0.64% | +1.08% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.64% | — | +3.04% | |
| 6 | SLV | Ishares Silver Trust | ETF-コモディティ | 2.17% | -0.83% | +5.78% | |
| 7 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.93% | — | +5.90% | |
| 8 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 1.88% | — | +9.20% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.63% | -0.02% | +0.13% | |
| 10 | RDFI | Rareview Dynamic Fixed Incom | ETF-その他 | 1.56% | -0.12% | +13.27% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.56% | +0.06% | -0.08% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.55% | +0.03% | +1.20% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.51% | -0.60% | +1.40% | |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 1.49% | — | +9.40% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.45% | -0.06% | +7.01% | |
| 16 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.26% | +0.01% | +8.02% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.26% | +0.04% | -0.47% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.22% | +0.32% | +11.06% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.21% | -0.32% | +0.81% | |
| 20 | FLRT | Pacer Aristotle Pacific Floa | ETF-その他 | 1.20% | — | -1.36% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | — | +2.32% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.97% | +0.05% | +5.89% | |
| 23 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.87% | — | +4.77% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.83% | — | -0.66% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | — | +0.77% | |
| 26 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.77% | — | +8.59% | |
| 27 | FJAN | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.75% | — | -4.19% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.74% | — | -0.22% | |
| 29 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.74% | — | -3.60% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.71% | — | -1.29% | |
| 31 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-その他 | 0.71% | — | -0.78% | |
| 32 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.68% | — | -1.99% | |
| 33 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-その他 | 0.68% | -0.23% | +8.22% | |
| 34 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.68% | -0.23% | -6.56% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | -0.84% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | +6.97% | |
| 37 | YYY | Amplify Cef High Income ETF | ETF-その他 | 0.63% | — | -0.56% | |
| 38 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.61% | — | +5.22% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | — | +0.67% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.60% | +0.18% | +104.62% | |
| 41 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 0.59% | — | +7.03% | |
| 42 | BND | Vanguard Total Bond Market | ETF-その他 | 0.55% | — | +13.43% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | — | -1.83% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | +0.03% | +1.06% | |
| 45 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.51% | — | +7.24% | |
| 46 | ZDEK | Inno Equ Def Pro ETF - 1 De | ETF-その他 | 0.50% | -0.17% | EXIT | |
| 47 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.49% | +0.06% | +17.52% | |
| 48 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.48% | — | -27.24% | |
| 49 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.48% | — | +0.27% | |
| 50 | SNTH | Mrp Synthequity ETF | ETF-その他 | 0.48% | — | — |