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 | 26.44% | -3.11% | +6.18% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 7.52% | +0.81% | +34.63% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-その他 | 5.80% | — | +4.16% | |
| 4 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 4.74% | +0.67% | +78.00% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 4.54% | — | +20.03% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 3.92% | — | — | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 2.60% | -0.08% | — | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 2.13% | — | +79.81% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.08% | -0.26% | -1.07% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.81% | -0.29% | -0.12% | |
| 11 | URA | Global X Uranium ETF | ETF-その他 | 1.69% | — | +76.85% | |
| 12 | GE | General Electric | 株式-資本財 | 1.43% | -0.22% | EXIT | |
| 13 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 1.31% | +1.76% | -52.91% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.18% | — | -0.91% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | -0.25% | -1.89% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | — | — | |
| 17 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.98% | — | — | |
| 18 | OIH | Vaneck Oil Services ETF | ETF-その他 | 0.97% | — | +19.80% | |
| 19 | PH | Parker Hannifin CORP | 株式-資本財 | 0.94% | — | — | |
| 20 | TROW | T Rowe Price Group INC | 株式-金融 | 0.93% | — | — | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.83% | — | -3.42% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | — | -0.68% | |
| 23 | XNTK | Ss Spdr Nyse Tech ETF | ETF-テック型 | 0.83% | — | -31.73% | |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.79% | — | -2.52% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.79% | — | -6.74% | |
| 26 | FCG | First Trust Natural Gas ETF | ETF-その他 | 0.78% | — | +5.98% | |
| 27 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.72% | — | +115.55% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.71% | — | -5.79% | |
| 29 | WINN | Harbor Long-term Growers ETF | ETF-その他 | 0.68% | — | — | |
| 30 | REVS | Columbia Resear Enh Val ETF | ETF-その他 | 0.68% | — | — | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.67% | +4.43% | +77.88% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | -0.31% | -0.23% | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 0.59% | — | — | |
| 34 | FTRI | First Trust Indxx Global Nat | ETF-その他 | 0.59% | — | — | |
| 35 | XES | Ss Spdr S&p Og Eqp & Serv | ETF-その他 | 0.57% | — | +165.90% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | — | +5.02% | |
| 37 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.50% | — | — | |
| 38 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 0.48% | — | -0.02% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | -3.07% | |
| 40 | TAXF | American Century Diver Muni | ETF-その他 | 0.47% | — | -31.77% | |
| 41 | MLPA | Global X Mlp ETF | ETF-その他 | 0.44% | — | +31.88% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.43% | — | -1.04% | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.42% | -0.64% | EXIT | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | -0.23% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.37% | — | +21.14% | |
| 46 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.37% | — | +2.91% | |
| 47 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.36% | — | — | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.34% | -0.29% | EXIT | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.34% | — | — | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.33% | — | +0.10% |