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 | 14.09% | -14.59% | EXIT | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.05% | -0.03% | +13.22% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.56% | — | +22.46% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.98% | — | +14.71% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.94% | -3.49% | +9.38% | |
| 6 | IYF | Ishares US Financials ETF | ETF-その他 | 3.92% | — | +12.86% | |
| 7 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 3.85% | — | +13.77% | |
| 8 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 3.81% | — | +13.26% | |
| 9 | IYC | Ishares US Consumer Discreti | ETF-その他 | 3.79% | — | +13.60% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.76% | -3.45% | +9.10% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.76% | +0.37% | +12.60% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.49% | — | +11.63% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 3.42% | — | +11.39% | |
| 14 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 2.06% | — | +26.91% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.41% | +0.26% | -6.91% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.22% | — | +27.56% | |
| 17 | CTA | Simplify Managed Futures St | ETF-その他 | 1.22% | — | -12.02% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | — | -18.08% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 0.93% | — | -7.70% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.85% | +0.09% | +14.21% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.82% | -0.23% | -15.59% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | — | +18.20% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.81% | — | -2.02% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.78% | +0.20% | -12.07% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.76% | — | -23.64% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.72% | — | -19.17% | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.71% | — | +3.36% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | — | +11.69% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.69% | -0.13% | +12.44% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.65% | — | -9.32% | |
| 31 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.61% | +0.14% | NEW | |
| 32 | IDV | Ishares International Select | ETF-その他 | 0.57% | — | -7.72% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | — | |
| 34 | CNQ | Canadian Natural Resources | 株式-エネルギー | 0.55% | — | -14.40% | |
| 35 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.52% | — | +173.43% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | -15.88% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.51% | -0.24% | -21.00% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.51% | — | +189.44% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.48% | +14.55% | -18.99% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.46% | -3.37% | +2.98% | |
| 41 | KRBN | Ks Global Carbon Stratgy ETF | ETF-その他 | 0.46% | -0.18% | EXIT | |
| 42 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.45% | +0.11% | +39.08% | |
| 43 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.44% | — | — | |
| 44 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.43% | — | +27.53% | |
| 45 | CELH | Celsius Holdings INC | 株式-生活必需品 | 0.43% | — | +24.44% | |
| 46 | PSX | Phillips 66 | 株式-エネルギー | 0.43% | — | -8.37% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.42% | — | +70.92% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | — | +79.76% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.41% | — | +80.22% | |
| 50 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.41% | — | — |