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 | 27.74% | -3.11% | +1.53% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 6.55% | +0.81% | +6.59% | |
| 3 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 5.69% | +0.67% | +10.26% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-その他 | 5.38% | — | +9.88% | |
| 5 | SPBC | Simplify US Eqty Pl Bitcoin | ETF-暗号資産 | 4.61% | -1.25% | +1.81% | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 3.62% | — | -8.33% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.41% | -0.08% | -5.75% | |
| 8 | JPEF | Jpmorgan Equity Focus ETF | ETF-その他 | 2.67% | -0.60% | +5.51% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.12% | — | +6.56% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.80% | -0.26% | -0.13% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.66% | — | -0.52% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.57% | — | +299.19% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.57% | -0.29% | +0.68% | |
| 14 | XNTK | Ss Spdr Nyse Tech ETF | ETF-テック型 | 1.40% | — | +3.66% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.37% | — | +466.19% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.25% | -0.59% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.13% | — | +531.20% | |
| 18 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 1.09% | +1.76% | -7.67% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.94% | — | -1.17% | |
| 20 | PH | Parker Hannifin CORP | 株式-資本財 | 0.92% | — | — | |
| 21 | CTA | Simplify Managed Futures St | ETF-その他 | 0.89% | — | +27.32% | |
| 22 | CLOI | Vaneck Clo ETF | ETF-その他 | 0.76% | — | -9.07% | |
| 23 | WINN | Harbor Long-term Growers ETF | ETF-その他 | 0.76% | — | +1.11% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.67% | — | -3.19% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.66% | — | -3.57% | |
| 26 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-その他 | 0.61% | — | — | |
| 27 | URA | Global X Uranium ETF | ETF-その他 | 0.60% | — | -1.43% | |
| 28 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.59% | — | -53.75% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.57% | +4.43% | -4.91% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.55% | — | — | |
| 31 | MINO | Pimco Municipal Income Oppor | ETF-その他 | 0.54% | — | -0.86% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | — | -6.37% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.50% | -0.67% | EXIT | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | -0.31% | -1.77% | |
| 35 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | +0.63% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | — | -5.20% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.46% | — | +9.27% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | — | -54.60% | |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.42% | — | -1.09% | |
| 40 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.40% | — | +15.39% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.39% | — | +2.08% | |
| 42 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.38% | — | -6.38% | |
| 43 | FLMI | Franklin Dynamic Municipal B | ETF-その他 | 0.38% | — | +0.22% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.37% | — | +8.94% | |
| 45 | CDX | Simplify High Yield ETF | ETF-ハイイールド債 | 0.37% | — | — | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | +0.17% | |
| 47 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.35% | — | — | |
| 48 | INCM | Franklin Income Focus ETF | ETF-その他 | 0.34% | — | +6.81% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | -3.85% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.33% | -0.64% | EXIT |