CIK: 0001849055
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 | 10.30% | +0.94% | +7.98% | |
| 2 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 5.64% | — | — | |
| 3 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 4.85% | — | -5.92% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.27% | — | +0.15% | |
| 5 | GSY | Invesco Ultra Short Duration | ETF-その他 | 4.24% | — | +0.09% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.10% | — | — | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.56% | — | +0.06% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.13% | — | — | |
| 9 | MSOS | Advisorshares Pure US Cann | ETF-その他 | 2.28% | — | +11.90% | |
| 10 | VNLA | Janus Henderson Short Durati | ETF-その他 | 2.27% | — | -13.21% | |
| 11 | SUB | Ishares Short-term National | ETF-その他 | 2.11% | — | +0.16% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.95% | — | — | |
| 13 | AMZN | Amazon.com, Inc. | 株式-一般消費財 | 1.83% | — | — | |
| 14 | ACES | Alps Clean Energy ETF | ETF-その他 | 1.72% | — | -1.26% | |
| 15 | C | Citigroup INC | 株式-金融 | 1.50% | — | — | |
| 16 | EXPE | Expedia Group, Inc. | 株式-一般消費財 | 1.43% | — | — | |
| 17 | ARKK | Ark Innovation ETF | ETF-その他 | 1.32% | — | -1.77% | |
| 18 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.31% | — | — | |
| 19 | BA | The Boeing Company | 株式-資本財 | 1.23% | — | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | — | |
| 21 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 株式-IT | 1.17% | — | — | |
| 22 | FDX | Fedex CORP | 株式-資本財 | 1.15% | — | — | |
| 23 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.05% | — | +0.35% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.00% | — | +0.52% | |
| 25 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.95% | — | +0.17% | |
| 26 | ✓ | 株式-その他 | 0.89% | — | -1.05% | ||
| 27 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.79% | — | -11.97% | |
| 28 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 0.78% | — | +0.50% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.74% | -0.16% | +0.25% | |
| 30 | FSC1EUR | Oaktree Specialty Lending Co | 株式-その他 | 0.72% | — | — | |
| 31 | GS | Goldman Sachs Group INC | 株式-金融 | 0.70% | — | +0.34% | |
| 32 | YOLO | Advisorshares Pure Cannabis | ETF-その他 | 0.67% | — | -11.87% | |
| 33 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.67% | — | +5.48% | |
| 34 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.65% | — | — | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.62% | — | +1.86% | |
| 36 | ARKW | ARK Next Generation Internet ETF | ETF-その他 | 0.61% | — | — | |
| 37 | IYF | Ishares US Financials ETF | ETF-その他 | 0.61% | — | — | |
| 38 | ✓ | Peloton Interactive INC | 株式-その他 | 0.61% | — | — | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.58% | — | — | |
| 40 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.58% | — | — | |
| 41 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 0.58% | — | +0.76% | |
| 42 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.57% | — | — | |
| 43 | VZ | Verizon Communications Inc. | 株式-通信サービス | 0.57% | — | — | |
| 44 | BBH | Vaneck Biotech ETF | ETF-テック型 | 0.55% | — | — | |
| 45 | ✓ | Advisorshares Tr | 株式-その他 | 0.55% | — | — | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.52% | — | — | |
| 47 | JPM | JPMorgan Chase & Co. | 株式-金融 | 0.51% | — | — | |
| 48 | BBBY | Bed Bath & Beyond INC | 株式-その他 | 0.49% | — | — | |
| 49 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.49% | — | — | |
| 50 | VPU | Vanguard Utilities Index Fund ETF Shares | ETF-大型株・グロース | 0.48% | — | — |