CIK: 0001954832
申告総資産額
$2.6億
| # | 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 15.76% | -1.98% | +8.29% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 12.00% | -2.47% | +3.85% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 9.06% | -2.92% | +3.58% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.61% | +4.04% | NEW | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 5.45% | +5.32% | NEW | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 4.38% | -1.29% | -2.57% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 3.86% | +2.83% | NEW | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.80% | -0.25% | +57.34% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.39% | -0.49% | +5.20% | |
| 10 | WTV | Wisdomtree U.s. Value Fund | ETF-その他 | 3.14% | -0.66% | +0.54% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 3.01% | -0.78% | +7.12% | |
| 12 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.99% | +2.84% | NEW | |
| 13 | AAPL | Apple INC | 株式-IT | 2.82% | -0.54% | +1.07% | |
| 14 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.32% | — | -32.81% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.92% | +0.44% | +10.60% | |
| 16 | PFFV | Global X Variable Rate Pref | ETF-その他 | 1.78% | — | -0.55% | |
| 17 | O | Realty Income CORP | 株式-不動産 | 1.25% | -0.27% | +0.12% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.21% | — | +7.92% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.15% | -0.74% | +0.65% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.15% | -0.23% | +7.93% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.13% | -0.22% | -1.91% | |
| 22 | XLF | Ss Financial Select Sector | ETF-その他 | 0.70% | — | -8.58% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.62% | — | +0.05% | |
| 24 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.56% | — | -8.08% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | — | -10.19% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | -0.10% | +83.74% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.43% | -0.07% | +5.75% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.43% | — | -16.68% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.42% | — | -0.62% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.41% | — | -6.99% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.41% | -0.13% | -27.57% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | -0.39% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | +2.21% | |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.33% | — | -65.97% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.29% | — | -0.73% | |
| 36 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.29% | — | -3.82% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | — | +8.82% | |
| 38 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.25% | +1.24% | NEW | |
| 39 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.25% | — | -5.50% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.22% | — | -3.63% | |
| 41 | GS | Goldman Sachs Group INC | 株式-金融 | 0.22% | -0.05% | +0.37% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.22% | -0.02% | — | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.21% | -0.24% | EXIT | |
| 44 | URI | United Rentals INC | 株式-資本財 | 0.21% | +0.04% | +0.44% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.20% | — | +3.19% | |
| 46 | ES | Eversource Energy | 株式-公益事業 | 0.20% | — | +0.05% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.18% | -0.14% | EXIT | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.17% | -0.03% | -1.89% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.17% | — | +1.25% | |
| 50 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.17% | — | — |