CIK: 0001927724
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 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 4.34% | -1.33% | EXIT | |
| 2 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 3.19% | — | +1.19% | |
| 3 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 3.11% | — | +5.72% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 3.07% | -0.02% | +19.42% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.62% | -0.24% | +5.94% | |
| 6 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.60% | — | +10.04% | |
| 7 | TMFC | Motley Fool 100 Index ETF | ETF-大型株・グロース | 2.39% | -0.11% | -1.34% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.86% | — | +1.76% | |
| 9 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.85% | — | +5.39% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.59% | -0.49% | -1.29% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.54% | — | +9.48% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.29% | +3.08% | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.48% | — | +11.37% | |
| 14 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.47% | — | +0.30% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.44% | — | +1.66% | |
| 16 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.36% | — | +3.30% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.32% | — | +1.42% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.30% | — | -4.50% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.23% | — | +3.29% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.18% | — | +4.10% | |
| 21 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.12% | — | -3.70% | |
| 22 | XLF | Ss Financial Select Sector | ETF-その他 | 1.09% | -0.15% | -0.49% | |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.97% | — | +7.84% | |
| 24 | IQLT | Ishares Msci International Q | ETF-その他 | 0.96% | -0.14% | +2.36% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.96% | — | -2.48% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.93% | — | -4.18% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.92% | — | -6.63% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.92% | — | +17.89% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | +16.79% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.90% | — | +9.94% | |
| 31 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.85% | — | +5.11% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.85% | -0.13% | +3.60% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | -0.14% | +0.15% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.84% | +0.19% | +9.80% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.83% | — | +11.22% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.83% | — | -15.42% | |
| 37 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.79% | — | +15.82% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.79% | — | +0.26% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.75% | — | -0.54% | |
| 40 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.72% | +2.58% | -1.03% | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.68% | — | -3.76% | |
| 42 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.67% | — | +5.53% | |
| 43 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.67% | — | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | -9.93% | |
| 45 | VUG | Vanguard Growth ETF | ETF-その他 | 0.67% | — | -3.13% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.67% | — | +11.34% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | — | +0.80% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.66% | -0.06% | +1.09% | |
| 49 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.65% | — | +63.92% | |
| 50 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.64% | — | +1.65% |