CIK: 0001714506
申告総資産額
$6.7億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 24.33% | -0.20% | +13.55% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 19.60% | -0.09% | -1.36% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 19.48% | -2.95% | +1.01% | |
| 4 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 7.27% | -0.39% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.08% | -0.04% | EXIT | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.40% | +0.01% | -3.03% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.56% | +0.03% | +212.98% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 2.30% | — | +0.44% | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.14% | -0.52% | +35.35% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.58% | -0.29% | +44.55% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.17% | -0.02% | +3.42% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.44% | +0.95% | +26.04% | |
| 13 | JPLD | Jpmorgan LTD Duration ETF | ETF-その他 | 0.42% | — | — | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | -0.06% | -2.00% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.33% | — | -1.50% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | — | +7.46% | |
| 17 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.31% | — | +33.31% | |
| 18 | RSPE | Invesco Esg Sp 500 Eq Weight | ETF-その他 | 0.26% | -0.06% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | -0.84% | |
| 20 | ULCC | Frontier Group Holdings INC | 株式-その他 | 0.24% | — | +11.25% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.23% | -0.07% | +9.53% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.21% | +0.05% | +29.56% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.19% | -0.01% | — | |
| 24 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.15% | — | +4.10% | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.13% | — | +6.18% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.12% | — | -0.49% | |
| 27 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.12% | — | +36.06% | |
| 28 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.11% | — | — | |
| 29 | ETHE | Grayscale Ethereum Staking E | ETF-その他 | 0.11% | — | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.10% | — | -18.41% | |
| 31 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-その他 | 0.10% | — | +30.58% | |
| 32 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.10% | -0.04% | +42.53% | |
| 33 | PHO | Invesco Water Resources ETF | ETF-その他 | 0.09% | — | +28.29% | |
| 34 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.09% | — | -1.61% | |
| 35 | RXST | Rxsight INC | 株式-その他 | 0.08% | — | +5.74% | |
| 36 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.08% | — | +1.22% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.08% | — | -45.47% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.08% | — | -3.84% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.08% | — | +7.72% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.07% | — | -2.63% | |
| 41 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.07% | -0.04% | EXIT | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.07% | — | -6.62% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.06% | — | -3.85% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.06% | — | -10.91% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.05% | — | — | |
| 46 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.05% | — | — | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.05% | -0.04% | EXIT | |
| 48 | SHOP | Shopify INC - Class A | 株式-IT | 0.05% | — | — | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.05% | — | — | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.05% | -0.05% | EXIT |