CIK: 0001964382
申告総資産額
$3.4億
| # | 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 18.21% | -1.76% | +4.21% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 10.98% | -0.90% | +3.88% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 8.85% | +6.82% | +27.72% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 7.88% | -0.73% | -1.00% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 7.65% | -0.38% | -1.11% | |
| 6 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 6.19% | +0.03% | +2.59% | |
| 7 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 5.84% | -1.90% | +8.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.11% | -0.21% | -45.76% | |
| 9 | KRBN | Ks Global Carbon Stratgy ETF | ETF-その他 | 4.63% | — | +0.04% | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 4.33% | -0.43% | +17.19% | |
| 11 | AAPL | Apple INC | 株式-IT | 3.27% | +0.03% | -0.00% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.11% | — | -2.82% | |
| 13 | IQLT | Ishares Msci International Q | ETF-その他 | 1.93% | -0.25% | -8.28% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.03% | -0.07% | — | |
| 15 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 0.93% | -0.13% | EXIT | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | -0.02% | +0.69% | |
| 17 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 0.77% | — | — | |
| 18 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.67% | +0.01% | -81.51% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.63% | +1.17% | -10.84% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 0.61% | — | — | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | -0.03% | -26.41% | |
| 22 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.54% | — | -21.49% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.53% | — | -8.77% | |
| 24 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 0.53% | — | -5.47% | |
| 25 | UBER | Uber Technologies INC | 株式-資本財 | 0.48% | — | -22.47% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.44% | — | -33.32% | |
| 27 | OKTA | Okta INC | 株式-IT | 0.42% | +0.07% | NEW | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | -0.02% | — | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | — | — | |
| 30 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.29% | — | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.29% | +0.10% | -6.94% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.27% | +0.13% | +4.70% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.26% | -0.06% | — | |
| 34 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 0.24% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.23% | -0.02% | -4.94% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.20% | — | — | |
| 37 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.17% | — | — | |
| 38 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.16% | -0.19% | — | |
| 39 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 0.16% | — | — |