CIK: 0001845210
申告総資産額
$4.0億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 28.49% | -0.70% | -1.64% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 13.14% | -3.90% | -2.80% | |
| 3 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 10.74% | -6.02% | +2.08% | |
| 4 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 7.30% | +1.82% | +11.16% | |
| 5 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 7.17% | -0.50% | +0.40% | |
| 6 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 4.44% | -1.55% | +2.19% | |
| 7 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 4.10% | -0.75% | -1.63% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.40% | +0.43% | +16.25% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.04% | +2.04% | +569.95% | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.21% | -0.32% | +350.75% | |
| 11 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 1.16% | +0.04% | -41.64% | |
| 12 | FLIN | Franklin Ftse India ETF | ETF-その他 | 1.16% | -0.90% | -0.47% | |
| 13 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.97% | -0.76% | +1.68% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -0.04% | +20.24% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.82% | -0.16% | +57.58% | |
| 16 | VDE | Vanguard Energy ETF | ETF-その他 | 0.81% | +0.20% | -5.13% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.76% | -0.06% | +18.88% | |
| 18 | ARGT | Global X Msci Argentina ETF | ETF-その他 | 0.68% | -0.55% | +2.16% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | -0.09% | +20.77% | |
| 20 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.63% | -0.14% | +25.33% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | -0.08% | +20.13% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.59% | -0.08% | +18.90% | |
| 23 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.59% | -0.23% | +175.01% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.56% | -0.42% | EXIT | |
| 25 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.55% | -0.29% | +85.76% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | -0.10% | +17.95% | |
| 27 | CRWV | Coreweave Inc-cl A | 株式-IT | 0.42% | +0.04% | — | |
| 28 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.42% | +0.12% | -11.81% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | -0.07% | +31.90% | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 0.41% | -0.04% | +47.08% | |
| 31 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.40% | -0.33% | -18.03% | |
| 32 | SNOW | Snowflake INC | 株式-IT | 0.38% | -0.12% | +14.85% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.37% | +0.06% | NEW | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.33% | -0.11% | +32.59% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | +0.11% | -5.80% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.26% | +0.04% | +66.08% | |
| 37 | PGF | Invesco Financial Preferred | ETF-その他 | 0.25% | -0.07% | -33.59% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.18% | -0.03% | — | |
| 39 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 0.18% | — | +4.86% | |
| 40 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.17% | — | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.16% | — | +14.23% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | — | +19.93% | |
| 43 | CI | THE Cigna Group | 株式-ヘルスケア | 0.11% | — | +2.16% | |
| 44 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.10% | — | -5.62% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.10% | — | +0.08% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.09% | — | +13.44% | |
| 47 | DUOL | Duolingo | 株式-IT | 0.09% | — | +0.27% | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.09% | — | — | |
| 49 | ATO | Atmos Energy CORP | 株式-公益事業 | 0.09% | — | +1.49% | |
| 50 | INTU | Intuit INC | 株式-IT | 0.09% | — | -72.75% |