CIK: 0001818386
申告総資産額
$1.5億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 34.07% | -3.36% | -0.98% | |
| 2 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 13.68% | -1.95% | -10.51% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.72% | -15.21% | +50.36% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 9.31% | -2.25% | -30.57% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.22% | +5.67% | +0.73% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.41% | -0.17% | -5.66% | |
| 7 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.76% | — | -0.62% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.46% | -0.10% | -5.92% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.22% | -0.26% | — | |
| 10 | NOW | Servicenow INC | 株式-IT | 2.14% | -0.51% | — | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.13% | — | +4.06% | |
| 12 | EQL | Alps Equal Sector Weight ETF | ETF-その他 | 1.63% | — | -0.19% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.32% | +5.54% | +29.96% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.20% | -0.20% | +0.85% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.20% | -0.06% | -16.89% | |
| 16 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.03% | — | — | |
| 17 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.78% | +3.01% | -35.77% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.72% | +0.69% | -0.03% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.69% | -0.07% | +0.06% | |
| 20 | CMF | Ishares California Muni Bond | ETF-その他 | 0.60% | +0.27% | +67.99% | |
| 21 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 0.59% | -0.05% | +0.02% | |
| 22 | NYF | Ishares New York Muni Bond E | ETF-その他 | 0.56% | — | — | |
| 23 | PZT | Invesco New York Amt-free Mu | ETF-その他 | 0.56% | — | — | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.32% | — | -18.24% | |
| 25 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.32% | +0.13% | NEW | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.29% | -0.10% | -0.24% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | +43.05% | |
| 28 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.23% | -0.01% | +0.19% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 0.21% | +0.15% | NEW | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.18% | -0.02% | — | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.17% | -0.05% | -5.59% |