CIK: 0001908914
申告総資産額
$2.8億
| # | 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 | 25.00% | -1.10% | +1.44% | |
| 2 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 5.55% | +0.14% | +0.78% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-その他 | 5.53% | — | +3.99% | |
| 4 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 5.08% | +0.23% | +4.97% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.86% | — | — | |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.76% | -0.09% | -14.09% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 2.55% | -0.06% | -15.76% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.04% | -0.01% | +3.23% | |
| 9 | JPEF | Jpmorgan Equity Focus ETF | ETF-その他 | 2.02% | — | -14.25% | |
| 10 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 2.00% | — | — | |
| 11 | SPBC | Simplify US Eqty Pl Bitcoin | ETF-暗号資産 | 1.82% | — | -54.74% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.48% | — | — | |
| 13 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 1.42% | -2.53% | +17.82% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.38% | — | -7.40% | |
| 15 | CTA | Simplify Managed Futures St | ETF-その他 | 1.20% | — | +36.67% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.09% | — | -12.10% | |
| 17 | XNTK | Ss Spdr Nyse Tech ETF | ETF-テック型 | 1.06% | +0.54% | -14.27% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.05% | — | — | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.97% | — | +126.36% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.97% | — | +244.26% | |
| 21 | CDX | Simplify High Yield ETF | ETF-ハイイールド債 | 0.93% | — | +157.11% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | — | -17.42% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.90% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.85% | — | -34.35% | |
| 25 | PH | Parker Hannifin CORP | 株式-資本財 | 0.82% | — | — | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.81% | — | -2.42% | |
| 27 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 0.77% | — | — | |
| 28 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 0.74% | — | — | |
| 29 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-その他 | 0.74% | — | +37.92% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.70% | — | -17.03% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.62% | — | +368.53% | |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.62% | +1.69% | +22.79% | |
| 33 | UTWO | F/m US Treasury 2 Year Note | ETF-政府公債 | 0.60% | — | — | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.58% | — | -2.30% | |
| 35 | FLMI | Franklin Dynamic Municipal B | ETF-その他 | 0.58% | — | +63.91% | |
| 36 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.55% | — | — | |
| 37 | WINN | Harbor Long-term Growers ETF | ETF-その他 | 0.54% | -0.40% | -15.76% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.53% | — | -60.18% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | -9.31% | |
| 40 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 0.52% | — | — | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.51% | -0.40% | — | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | — | -0.02% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.49% | — | -8.35% | |
| 44 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.47% | — | — | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.45% | — | — | |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.42% | — | +0.01% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.42% | — | -0.97% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.41% | — | -0.47% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | +0.13% | -1.79% | |
| 50 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.38% | — | +3.44% |