CIK: 0001733194
申告総資産額
$2.0億
| # | 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 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 14.95% | -14.59% | EXIT | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.46% | -0.03% | +11.20% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 6.85% | — | +48.85% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.22% | -3.49% | -0.46% | |
| 5 | IYF | Ishares US Financials ETF | ETF-その他 | 4.18% | — | +2.32% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.05% | +0.37% | +1.77% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.04% | — | +0.19% | |
| 8 | IYZ | Ishares US Telecommunication | ETF-その他 | 3.95% | — | — | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.78% | — | +8.07% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.44% | — | — | |
| 11 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.36% | — | — | |
| 12 | IDU | Ishares US Utilities ETF | ETF-その他 | 3.33% | — | +2.37% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.23% | — | — | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.59% | — | +1.27% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.45% | +0.26% | -1.69% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.39% | — | -4.75% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | — | +100.42% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.96% | -0.13% | +2.43% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.85% | — | +5.72% | |
| 20 | CTA | Simplify Managed Futures St | ETF-その他 | 0.83% | — | -13.67% | |
| 21 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.82% | +0.11% | +13.85% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.82% | +0.09% | -8.51% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.82% | -0.23% | +6.52% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | — | +5.98% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.72% | — | -5.58% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.72% | +0.20% | -8.22% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 0.71% | -0.24% | +11.69% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | — | -15.01% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | -1.10% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.56% | — | -5.93% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | — | +2.90% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | +2.60% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.47% | -3.73% | +12.60% | |
| 34 | CNQ | Canadian Natural Resources | 株式-エネルギー | 0.45% | — | -29.74% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.43% | — | +21.89% | |
| 36 | D | Dominion Energy INC | 株式-公益事業 | 0.43% | +0.15% | +30.25% | |
| 37 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.43% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | — | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.40% | — | +41.27% | |
| 40 | DBA | Invesco Db Agriculture Fund | ETF-その他 | 0.40% | — | -5.21% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.39% | — | +13.51% | |
| 42 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.38% | — | — | |
| 43 | VLO | Valero Energy CORP | 株式-エネルギー | 0.37% | — | +39.76% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | +14.89% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.34% | — | +11.04% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | -1.71% | |
| 47 | PYPL | Paypal Holdings INC | 株式-金融 | 0.32% | -0.12% | EXIT | |
| 48 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 0.32% | +0.13% | -7.59% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.30% | — | — | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.29% | -3.37% | -2.12% |