CIK: 0001846711
申告総資産額
$3.6億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 16.60% | -0.69% | +10.60% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.70% | -0.01% | +7.99% | |
| 3 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 5.60% | — | +10.19% | |
| 4 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 4.28% | -0.22% | +538.98% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.26% | — | +18.38% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.07% | -0.38% | +2.11% | |
| 7 | ARKK | Ark Innovation ETF | ETF-その他 | 3.98% | — | +17.28% | |
| 8 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 3.80% | — | +12.99% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.36% | — | +18.44% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.84% | -0.06% | -0.55% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 2.83% | +0.03% | +7.65% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.74% | — | -13.90% | |
| 13 | IFRA | Ishares US Infrastructure | ETF-その他 | 2.20% | — | +16.90% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.95% | -0.07% | +63.39% | |
| 15 | T | At&t INC | 株式-通信サービス | 1.63% | — | -3.13% | |
| 16 | CMF | Ishares California Muni Bond | ETF-その他 | 1.60% | — | +181.85% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.57% | -0.02% | -3.30% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | -0.40% | -3.00% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.36% | — | +4.36% | |
| 20 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.33% | — | — | |
| 21 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 1.28% | — | -17.62% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.26% | — | +272.39% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | -0.07% | +37.25% | |
| 24 | JEF | Jefferies Financial Group In | 株式-金融 | 1.04% | -0.18% | +6.39% | |
| 25 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.03% | — | +125.61% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.99% | -0.14% | +10.87% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.86% | — | +77.33% | |
| 28 | DFAT | Dimensional US Target Value | ETF-その他 | 0.79% | — | +143.99% | |
| 29 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.72% | — | -7.83% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.70% | — | +13.25% | |
| 31 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.67% | — | -5.16% | |
| 32 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.62% | — | +152.67% | |
| 33 | REM | Ishares Mortgage Real Estate | ETF-その他 | 0.62% | — | +38.87% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | -0.04% | +0.32% | |
| 35 | VFH | Vanguard Financials ETF | ETF-その他 | 0.53% | — | -1.88% | |
| 36 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.52% | — | -5.25% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | +0.02% | +11.72% | |
| 38 | SWKS | Skyworks Solutions INC | 株式-IT | 0.45% | — | -23.58% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +0.11% | -1.05% | |
| 40 | STX | Seagate Technology Holdings plc | 株式-IT | 0.41% | +0.09% | -11.92% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.41% | — | -53.58% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | -2.53% | |
| 43 | MU | Micron Technology INC | 株式-IT | 0.37% | — | -2.07% | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.34% | — | -9.03% | |
| 45 | WELL | Welltower INC | 株式-不動産 | 0.34% | — | -18.66% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | — | +10.35% | |
| 47 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.33% | — | -0.60% | |
| 48 | PNQI | Invesco Nasdaq Internet ETF | ETF-テック型 | 0.32% | — | -18.58% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | +0.09% | |
| 50 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.30% | — | -0.68% |