CIK: 0002010145
申告総資産額
$1.1億
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 15.96% | -1.02% | -1.60% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.44% | -0.81% | +10.28% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 10.03% | +0.87% | +4.68% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 9.46% | -0.68% | +4.79% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 7.76% | +1.00% | -19.76% | |
| 6 | IAU | Ishares Gold Trust | ETF-コモディティ | 7.33% | +0.37% | -7.29% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.84% | -0.27% | -28.79% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 5.00% | -0.06% | +17.97% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.88% | +0.65% | +13.39% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 4.06% | +0.04% | +1.44% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 2.93% | -0.34% | +101.37% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.51% | +0.52% | +292.07% | |
| 13 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 1.07% | +0.27% | — | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 0.98% | +0.03% | -5.39% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.82% | +0.26% | +25.00% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.37% | +9.83% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 0.72% | -0.17% | -44.33% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.69% | +0.01% | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.69% | -0.12% | — | |
| 20 | NN | Nextnav INC | 株式-その他 | 0.54% | -0.02% | -7.24% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.41% | -0.11% | +36.44% | |
| 22 | AXP | American Express Co | 株式-金融 | 0.40% | -0.04% | -14.50% | |
| 23 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-その他 | 0.36% | -0.36% | EXIT | |
| 24 | CSX | Csx CORP | 株式-資本財 | 0.36% | +0.06% | +0.35% | |
| 25 | EBC | Eastern Bankshares INC | 株式-その他 | 0.34% | +0.03% | +0.66% | |
| 26 | SILJ | Amplify Junior Silver Miners | ETF-コモディティ | 0.32% | +0.02% | — | |
| 27 | ✓ | Meta Platforms, Inc. | 株式-その他 | 0.31% | -0.31% | EXIT | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.30% | -0.10% | +8.28% | |
| 29 | PHG | Koninklijke Philips Nvr- Ny | 株式-ヘルスケア | 0.28% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | +0.10% | -31.53% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.24% | -0.05% | +11.60% | |
| 32 | COPX | Global X Copper Miners ETF | ETF-その他 | 0.23% | +0.02% | — | |
| 33 | MP | Mp Materials CORP | 株式-素材 | 0.23% | -0.23% | EXIT | |
| 34 | SIL | Global X Silver Miners ETF | ETF-コモディティ | 0.23% | +0.02% | — | |
| 35 | ✓ | Tesla, Inc. | 株式-その他 | 0.21% | -0.21% | EXIT | |
| 36 | ✓ | Ishares Silver Trust ETF Iv | ETF-コモディティ | 0.21% | -0.21% | EXIT | |
| 37 | NNAVW | Nextnav INC | 株式-その他 | 0.20% | -0.02% | — | |
| 38 | CPAY | Corpay INC | 株式-IT | 0.19% | -0.19% | EXIT | |
| 39 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.18% | -0.18% | EXIT | |
| 40 | ✓ | Orla Mining LTD | 株式-その他 | 0.15% | -0.15% | EXIT | |
| 41 | NGDN | New Gold INC | 株式-その他 | 0.10% | -0.10% | EXIT | |
| 42 | ABTC | American Bitcoin Corp-a | 株式-その他 | 0.03% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +1.5% | +101.37% | 増加 |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.2% | +10.28% | 増加 |
| 3 | VB | Vanguard Small-cap ETF | +1.1% | +292.07% | 増加 |
| 4 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.7% | +17.97% | 増加 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +13.39% | 増加 |
| 6 | VGSH | Vanguard Short-term Treasury | +0.1% | +25.00% | 増加 |
| 7 | AAPL | Apple INC | +0.1% | +36.44% | 増加 |
| 8 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +4.68% | 増加 |
| 9 | SILJ | Amplify Junior Silver Miners | +0.1% | — | 変化なし |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +4.79% | 増加 |
| 11 | COPX | Global X Copper Miners ETF | 0% | — | 変化なし |
| 12 | AVGO | Broadcom INC | 0% | +11.60% | 増加 |
| 13 | SIL | Global X Silver Miners ETF | 0% | — | 変化なし |
| 14 | ✓ | Orla Mining LTD | 0% | — | 変化なし |
| 15 | NN | Nextnav INC | 0% | -7.24% | 減少 |
| 16 | AMZN | Amazon.com INC | 0% | — | 変化なし |
| 17 | PM | Philip Morris International | 0% | +8.28% | 増加 |
| 18 | NGDN | New Gold INC | 0% | — | 変化なし |
| 19 | IAU | Ishares Gold Trust | — | -7.29% | 減少 |
| 20 | MSFT | Microsoft CORP | 0% | +9.83% | 増加 |
| 21 | CSX | Csx CORP | 0% | +0.35% | 増加 |
| 22 | EBC | Eastern Bankshares INC | 0% | +0.66% | 増加 |
| 23 | PHG | Koninklijke Philips Nvr- Ny | 0% | — | 変化なし |
| 24 | ✓ | Tesla, Inc. | 0% | -0.57% | 減少 |
| 25 | AXP | American Express Co | 0% | -14.50% | 減少 |
| 26 | GOOGL | Alphabet Inc-cl A | -0.1% | -31.53% | 減少 |
| 27 | ✓ | Meta Platforms, Inc. | -0.1% | -0.19% | 減少 |
| 28 | NVDA | Nvidia CORP | -0.1% | -5.39% | 減少 |
| 29 | VGLT | Vanguard Long-term Treasury | -0.2% | +1.44% | 増加 |
| 30 | VIG | Vanguard Dividend Apprec ETF | -0.5% | -1.60% | 減少 |
| 31 | VUG | Vanguard Growth ETF | -0.6% | -44.33% | 減少 |
| 32 | KMLM | Kraneshares Mt Lc Mn Ft Id S | -0.7% | -64.59% | 減少 |
| 33 | SDY | Ss Spdr S&p Dividend ETF | -2.3% | -19.76% | 減少 |
| 34 | VOO | Vanguard S&p 500 ETF | -2.9% | -28.79% | 減少 |
| 35 | LEMB | Ishares Jp Morgan Em Local C | — | NEW | 新規購入 |
| 36 | AGG | Ishares Core U.s. Aggregate | — | NEW | 新規購入 |
| 37 | MP | Mp Materials CORP | — | NEW | 新規購入 |
| 38 | HDV | Ishares Core High Dividend E | — | EXIT | 全売却 |
| 39 | ✓ | Ishares Silver Trust ETF Iv | — | NEW | 新規購入 |
| 40 | NNAVW | Nextnav INC | — | NEW | 新規購入 |
| 41 | SHW | Sherwin-williams Co/the | — | EXIT | 全売却 |
| 42 | CPAY | Corpay INC | — | NEW | 新規購入 |
| 43 | BSX | Boston Scientific CORP | — | NEW | 新規購入 |
| 44 | ✓ | AppLovin Corporation | — | EXIT | 全売却 |
| 45 | BBAI | Bigbear.ai Holdings INC | — | EXIT | 全売却 |
| 46 | ABTC | American Bitcoin Corp-a | — | NEW | 新規購入 |
| 47 | ✓ | Robin Energy LTD | — | EXIT | 全売却 |