CIK: 0001908914
申告総資産額
$2.4億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 28.36% | -3.11% | +102.87% | |
| 2 | XLV | Ss Health Care Select Sector | ETF-その他 | 7.45% | — | — | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 6.00% | +0.81% | +45.00% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 5.38% | — | +2.24% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.77% | — | -3.85% | |
| 6 | OIH | Vaneck Oil Services ETF | ETF-その他 | 2.30% | — | -6.17% | |
| 7 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 2.18% | +1.76% | +58.35% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.90% | -0.26% | -6.06% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.79% | — | -33.39% | |
| 10 | GE | General Electric | 株式-資本財 | 1.74% | -0.22% | EXIT | |
| 11 | FCG | First Trust Natural Gas ETF | ETF-その他 | 1.51% | — | -19.31% | |
| 12 | RBLX | Roblox CORP -class A | 株式-通信サービス | 1.50% | — | — | |
| 13 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.46% | — | -2.73% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.37% | — | -4.34% | |
| 15 | TROW | T Rowe Price Group INC | 株式-金融 | 1.34% | — | -5.12% | |
| 16 | UUP | Invesco Db US Dollar Index B | ETF-大型株・グロース | 1.32% | — | -78.66% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | — | -2.82% | |
| 18 | MLPA | Global X Mlp ETF | ETF-その他 | 1.20% | — | -12.72% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.13% | -0.29% | -9.55% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.12% | — | -4.55% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.11% | — | -45.85% | |
| 22 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 1.06% | — | -35.57% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.97% | — | -84.64% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | — | +29.24% | |
| 25 | NANR | Sta Str Sp S&p Nor An Res-ui | ETF-その他 | 0.93% | — | +17.56% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | -0.25% | -5.05% | |
| 27 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.78% | — | — | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.73% | — | -80.77% | |
| 29 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.71% | — | — | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.65% | — | -7.44% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.65% | -0.29% | EXIT | |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.60% | — | +0.37% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | -0.64% | EXIT | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.57% | — | -1.46% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.56% | — | +0.32% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.56% | -0.67% | EXIT | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | -0.31% | -16.58% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.55% | — | -6.82% | |
| 39 | FTCS | First Trust Capital Strength | ETF-その他 | 0.53% | — | -18.18% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | -0.59% | |
| 41 | POWA | Invesco Bloomberg Pricing Po | ETF-その他 | 0.51% | — | — | |
| 42 | PXI | Invesco Dorsey Wright Energy | ETF-その他 | 0.49% | — | +33.97% | |
| 43 | XES | Ss Spdr S&p Og Eqp & Serv | ETF-その他 | 0.48% | — | — | |
| 44 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.48% | — | -15.12% | |
| 45 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.47% | — | +6.57% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.47% | — | -16.39% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.43% | — | +0.97% | |
| 48 | IRM | Iron Mountain INC | 株式-不動産 | 0.43% | — | -12.38% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | +1.18% | |
| 50 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.40% | — | +27.91% |