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 | 16.48% | -1.02% | +2.03% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.20% | -0.81% | +2.20% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 10.07% | +1.00% | +2.50% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 9.95% | +0.87% | +2.10% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.71% | -0.27% | +3.41% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 9.43% | -0.68% | +2.48% | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 7.33% | +0.37% | +1.22% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.49% | +0.65% | +2.25% | |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 4.35% | -0.06% | +1.37% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 4.22% | +0.04% | +0.82% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.47% | -0.34% | +1.72% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.32% | -0.17% | +0.07% | |
| 13 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-その他 | 1.10% | -0.36% | EXIT | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.07% | +0.03% | — | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.37% | — | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.68% | +0.26% | +19.69% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -0.12% | — | |
| 18 | NN | Nextnav INC | 株式-その他 | 0.52% | -0.02% | -23.90% | |
| 19 | AXP | American Express Co | 株式-金融 | 0.44% | -0.04% | +0.14% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.39% | +0.52% | +0.31% | |
| 21 | CSX | Csx CORP | 株式-資本財 | 0.37% | +0.06% | +0.39% | |
| 22 | ✓ | Meta Platforms, Inc. | 株式-その他 | 0.36% | -0.31% | EXIT | |
| 23 | EBC | Eastern Bankshares INC | 株式-その他 | 0.35% | +0.03% | +0.75% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.32% | +0.10% | — | |
| 25 | PHG | Koninklijke Philips Nvr- Ny | 株式-ヘルスケア | 0.29% | — | — | |
| 26 | AAPL | Apple INC | 株式-IT | 0.29% | -0.11% | -23.19% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.29% | -0.10% | +3.63% | |
| 28 | SILJ | Amplify Junior Silver Miners | ETF-コモディティ | 0.27% | +0.02% | — | |
| 29 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.23% | — | +0.80% | |
| 30 | ✓ | Tesla, Inc. | 株式-その他 | 0.22% | -0.21% | EXIT | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.21% | -0.05% | — | |
| 32 | SIL | Global X Silver Miners ETF | ETF-コモディティ | 0.20% | +0.02% | — | |
| 33 | COPX | Global X Copper Miners ETF | ETF-その他 | 0.20% | +0.02% | — | |
| 34 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.20% | — | — | |
| 35 | ✓ | AppLovin Corporation | 株式-その他 | 0.19% | — | — | |
| 36 | BBAI | Bigbear.ai Holdings INC | 株式-IT | 0.13% | — | — | |
| 37 | ✓ | Orla Mining LTD | 株式-その他 | 0.12% | -0.15% | EXIT | |
| 38 | NGDN | New Gold INC | 株式-その他 | 0.09% | -0.10% | EXIT | |
| 39 | ✓ | Robin Energy LTD | 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 | VEA | Vanguard Ftse Developed ETF | +1.8% | +2.20% | 増加 |
| 2 | VOO | Vanguard S&p 500 ETF | +1.2% | +3.41% | 増加 |
| 3 | VGSH | Vanguard Short-term Treasury | +0.4% | +19.69% | 増加 |
| 4 | IAU | Ishares Gold Trust | +0.4% | +1.22% | 増加 |
| 5 | VTV | Vanguard Value ETF | +0.4% | +1.72% | 増加 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.4% | +2.25% | 増加 |
| 7 | NVDA | Nvidia CORP | +0.3% | — | 変化なし |
| 8 | AXP | American Express Co | +0.2% | +0.14% | 増加 |
| 9 | MSFT | Microsoft CORP | +0.1% | — | 増加 |
| 10 | SILJ | Amplify Junior Silver Miners | +0.1% | — | 変化なし |
| 11 | BBAI | Bigbear.ai Holdings INC | +0.1% | — | 変化なし |
| 12 | VUG | Vanguard Growth ETF | 0% | +0.07% | 減少 |
| 13 | CSX | Csx CORP | — | +0.39% | 増加 |
| 14 | ✓ | Orla Mining LTD | 0% | — | 変化なし |
| 15 | VB | Vanguard Small-cap ETF | 0% | +0.31% | 増加 |
| 16 | EBC | Eastern Bankshares INC | 0% | +0.75% | 増加 |
| 17 | PHG | Koninklijke Philips Nvr- Ny | 0% | — | 増加 |
| 18 | NN | Nextnav INC | 0% | -23.90% | 減少 |
| 19 | PM | Philip Morris International | 0% | +3.63% | 増加 |
| 20 | AVGO | Broadcom INC | 0% | — | 減少 |
| 21 | SHW | Sherwin-williams Co/the | -0.1% | — | 減少 |
| 22 | KMLM | Kraneshares Mt Lc Mn Ft Id S | -0.1% | +4.28% | 増加 |
| 23 | HDV | Ishares Core High Dividend E | -0.2% | +0.80% | 減少 |
| 24 | AAPL | Apple INC | -0.2% | -23.19% | 減少 |
| 25 | AMZN | Amazon.com INC | -0.2% | — | 減少 |
| 26 | VIG | Vanguard Dividend Apprec ETF | -0.3% | +2.03% | 増加 |
| 27 | VWOB | Vanguard Emerg Mkts Gov Bnd | -0.6% | +1.37% | 増加 |
| 28 | VGLT | Vanguard Long-term Treasury | -0.8% | +0.82% | 増加 |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | -1.1% | +2.48% | 増加 |
| 30 | SDY | Ss Spdr S&p Dividend ETF | -1.1% | +2.50% | 増加 |
| 31 | VUSB | Vanguard Ultra Short Bond Et | -1.2% | +2.10% | 増加 |
| 32 | ✓ | Meta Platforms, Inc. | — | NEW | 新規購入 |
| 33 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 34 | FISV | Fiserv INC | — | EXIT | 全売却 |
| 35 | UNH | Unitedhealth Group INC | — | EXIT | 全売却 |
| 36 | SCHW | Schwab (charles) CORP | — | EXIT | 全売却 |
| 37 | ✓ | Tesla, Inc. | — | NEW | 新規購入 |
| 38 | SIL | Global X Silver Miners ETF | — | NEW | 新規購入 |
| 39 | COPX | Global X Copper Miners ETF | — | NEW | 新規購入 |
| 40 | NNAVW | Nextnav INC | — | EXIT | 全売却 |
| 41 | ✓ | AppLovin Corporation | — | NEW | 新規購入 |
| 42 | NGDN | New Gold INC | — | NEW | 新規購入 |
| 43 | ✓ | Robin Energy LTD | — | NEW | 新規購入 |