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 | 9.76% | +0.94% | +0.17% | |
| 2 | GSY | Invesco Ultra Short Duration | ETF-その他 | 4.69% | — | +0.14% | |
| 3 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 4.51% | — | +0.01% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.20% | — | — | |
| 5 | VOO | Vanguard S&P 500 ETF | ETF-大型株・グロース | 4.13% | — | — | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.94% | — | +0.08% | |
| 7 | AMZN | Amazon.com, Inc. | 株式-一般消費財 | 3.83% | — | — | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.48% | — | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.47% | — | +0.04% | |
| 10 | MSOS | Advisorshares Pure US Cann | ETF-その他 | 2.93% | — | +218.17% | |
| 11 | VNLA | Janus Henderson Short Durati | ETF-その他 | 2.51% | — | -9.28% | |
| 12 | SUB | Ishares Short-term National | ETF-その他 | 2.34% | — | +0.16% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.14% | — | — | |
| 14 | ACES | Alps Clean Energy ETF | ETF-その他 | 2.06% | — | +6.05% | |
| 15 | GOOG | Alphabet Inc. | 株式-通信サービス | 1.92% | — | — | |
| 16 | C | Citigroup INC | 株式-金融 | 1.72% | — | — | |
| 17 | EXPE | Expedia Group, Inc. | 株式-一般消費財 | 1.67% | — | — | |
| 18 | ARKK | Ark Innovation ETF | ETF-その他 | 1.52% | — | -27.72% | |
| 19 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 1.33% | — | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | +4.04% | |
| 21 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 1.16% | — | +2.00% | |
| 22 | YOLO | Advisorshares Pure Cannabis | ETF-その他 | 1.14% | — | -41.84% | |
| 23 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.12% | — | +0.85% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.09% | — | +0.44% | |
| 25 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 1.03% | — | +9.10% | |
| 26 | ✓ | 株式-その他 | 0.99% | — | +13.68% | ||
| 27 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 0.83% | — | +11.89% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.79% | -0.16% | +0.19% | |
| 29 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.77% | — | +12.48% | |
| 30 | ARKW | ARK Next Generation Internet ETF | ETF-その他 | 0.75% | — | — | |
| 31 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.72% | — | — | |
| 32 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.69% | — | +0.03% | |
| 33 | VZ | Verizon Communications Inc. | 株式-通信サービス | 0.68% | — | — | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 0.67% | — | -3.45% | |
| 35 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.62% | — | — | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | — | +22.33% | |
| 37 | IYF | Ishares US Financials ETF | ETF-その他 | 0.61% | — | +26.78% | |
| 38 | MS | Morgan Stanley | 株式-金融 | 0.60% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | — | +0.30% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.59% | — | — | |
| 41 | ✓ | ETF Managers Tr | 株式-その他 | 0.59% | — | -40.46% | |
| 42 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.58% | — | -21.56% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.55% | — | -6.07% | |
| 44 | ARKQ | Ark Autonomous Tech & Robot | ETF-テック型 | 0.54% | — | +0.68% | |
| 45 | BBH | Vaneck Biotech ETF | ETF-テック型 | 0.53% | — | +37.51% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.52% | — | — | |
| 47 | VPU | Vanguard Utilities Index Fund ETF Shares | ETF-大型株・グロース | 0.49% | — | — | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.48% | — | +0.25% | |
| 49 | AAPL | Apple Inc. | 株式-IT | 0.47% | — | — | |
| 50 | MSTR | Strategy INC | 株式-IT | 0.47% | — | — |