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 | 34.68% | -3.11% | +1.52% | |
| 2 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 7.17% | +0.67% | +4.38% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-その他 | 5.94% | — | -5.86% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 3.92% | — | +4.38% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.91% | -0.64% | EXIT | |
| 6 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 2.48% | -0.64% | EXIT | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.20% | — | +99.82% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.95% | — | -22.65% | |
| 9 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 1.94% | +1.76% | +3.88% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.87% | -0.48% | EXIT | |
| 11 | XNTK | Ss Spdr Nyse Tech ETF | ETF-テック型 | 1.68% | — | +3.63% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.54% | -0.26% | -2.24% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.45% | -0.29% | +3.24% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.41% | -0.64% | EXIT | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.39% | — | -7.21% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.30% | — | — | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.28% | -0.67% | EXIT | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.28% | — | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.23% | -0.25% | -4.41% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.19% | — | -5.91% | |
| 21 | PH | Parker Hannifin CORP | 株式-資本財 | 1.16% | — | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | — | -1.89% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.76% | -0.30% | EXIT | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | -3.18% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.64% | — | — | |
| 26 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.62% | — | -13.11% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.61% | -0.22% | EXIT | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | — | — | |
| 29 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.60% | -0.22% | EXIT | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.59% | — | -1.04% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.55% | — | +6.88% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | — | -4.33% | |
| 33 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.50% | — | +0.18% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.48% | — | +13.99% | |
| 35 | BST | Blackrock Science & Tech Tr | 株式-その他 | 0.47% | -0.16% | EXIT | |
| 36 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.47% | — | -1.91% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | +1.85% | |
| 38 | ARCC | Ares Capital CORP | 株式-金融 | 0.44% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | — | +5.81% | |
| 40 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.43% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | -0.31% | -0.99% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | +6.05% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | — | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.32% | -0.29% | EXIT | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | — | |
| 46 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.31% | — | +7.72% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.29% | — | — | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.29% | — | +84.53% | |
| 49 | GM | General Motors Co | 株式-一般消費財 | 0.28% | — | — | |
| 50 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.27% | — | -4.20% |