CIK: 0001964829
申告総資産額
$2.0億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 34.46% | -0.27% | -4.83% | |
| 2 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 11.33% | +0.03% | +5.40% | |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 11.06% | +0.04% | +7.68% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.94% | +0.01% | -8.06% | |
| 5 | VFH | Vanguard Financials ETF | ETF-その他 | 8.42% | -0.35% | -2.17% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 7.78% | +0.79% | +3.90% | |
| 7 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 5.23% | +0.10% | +13.23% | |
| 8 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 4.57% | — | -1.82% | |
| 9 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 3.17% | -0.05% | +7.55% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.80% | -0.15% | -4.88% | |
| 11 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.51% | +0.08% | -10.70% | |
| 12 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.45% | — | — | |
| 13 | FCNCA | First Citizens Bcshs -cl A | 株式-金融 | 0.36% | -0.02% | — | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.30% | -0.05% | — | |
| 15 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.22% | -0.09% | EXIT | |
| 16 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.20% | +0.15% | NEW | |
| 17 | AAPL | Apple INC | 株式-IT | 0.19% | — | — | |
| 18 | ✓ | 株式-その他 | 0.02% | — | -0.31% |