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 | 17.42% | -0.69% | +4.71% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.97% | -0.01% | +3.20% | |
| 3 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-その他 | 5.34% | — | +5.06% | |
| 4 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 4.34% | — | +4.04% | |
| 5 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 4.25% | -0.22% | +5.12% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.01% | -0.38% | +0.36% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.98% | — | +2.43% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.28% | — | +4.11% | |
| 9 | ARKK | Ark Innovation ETF | ETF-その他 | 3.14% | — | +2.34% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.11% | -0.06% | -3.27% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 2.83% | +0.03% | -0.41% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.63% | — | -3.30% | |
| 13 | IFRA | Ishares US Infrastructure | ETF-その他 | 2.32% | — | +4.35% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.14% | -0.07% | +12.99% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.69% | — | +35.94% | |
| 16 | CMF | Ishares California Muni Bond | ETF-その他 | 1.66% | — | +14.41% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.43% | -0.02% | -3.44% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | -0.40% | -3.11% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.33% | — | -0.13% | |
| 20 | T | At&t INC | 株式-通信サービス | 1.30% | — | -2.89% | |
| 21 | DFAX | Dimensional World Ex US Core | ETF-その他 | 1.18% | — | -2.44% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | -0.07% | +1.43% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.07% | -0.14% | -0.04% | |
| 24 | DFAT | Dimensional US Target Value | ETF-その他 | 0.98% | — | +28.81% | |
| 25 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.96% | — | +15.49% | |
| 26 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.96% | — | +4.69% | |
| 27 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.91% | — | -3.12% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.78% | — | +34.07% | |
| 29 | JEF | Jefferies Financial Group In | 株式-金融 | 0.73% | -0.18% | -25.96% | |
| 30 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.67% | — | -0.78% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | -0.04% | -3.45% | |
| 32 | REM | Ishares Mortgage Real Estate | ETF-その他 | 0.59% | — | +10.49% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.56% | — | -2.36% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | +0.02% | +0.87% | |
| 35 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.50% | — | -3.58% | |
| 36 | VFH | Vanguard Financials ETF | ETF-その他 | 0.49% | — | -0.70% | |
| 37 | STX | Seagate Technology Holdings plc | 株式-IT | 0.49% | +0.09% | -4.36% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | -0.20% | +32.98% | |
| 39 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.46% | — | -6.19% | |
| 40 | MU | Micron Technology INC | 株式-IT | 0.43% | — | -1.17% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | -4.38% | |
| 42 | SWKS | Skyworks Solutions INC | 株式-IT | 0.38% | — | -0.09% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.11% | -5.65% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.34% | — | +1.96% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.34% | — | -0.03% | |
| 46 | WELL | Welltower INC | 株式-不動産 | 0.32% | — | +0.72% | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.31% | — | -5.05% | |
| 48 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.30% | — | — | |
| 49 | WDC | Western Digital CORP | 株式-IT | 0.30% | +0.08% | -4.28% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | — | -0.87% |