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 | 14.59% | -14.59% | EXIT | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.21% | -0.03% | +6.89% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 6.21% | — | +6.17% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.46% | +0.37% | +0.81% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.37% | -3.73% | +14.01% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.00% | -4.00% | EXIT | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 3.95% | -3.79% | +9.86% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.84% | -3.45% | +8.18% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.71% | -3.37% | +5.80% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.61% | -3.49% | +5.11% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.53% | -3.53% | EXIT | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.39% | -3.39% | EXIT | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 3.35% | -3.35% | EXIT | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.42% | +0.11% | +4.43% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.25% | — | -1.29% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.19% | — | -4.97% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.11% | +0.09% | +8.97% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | — | +0.47% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.84% | +0.20% | +5.45% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.84% | — | +5.82% | |
| 21 | CTA | Simplify Managed Futures St | ETF-その他 | 0.83% | — | +11.16% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.23% | -1.69% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.80% | -0.13% | — | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | +0.26% | -3.18% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.65% | — | +5.06% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | +1.38% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.63% | +0.27% | -3.73% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | — | -4.53% | |
| 29 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.55% | — | — | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.54% | — | — | |
| 31 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.53% | -0.13% | — | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.51% | -0.24% | +7.20% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.48% | — | +30.52% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.47% | — | -0.70% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.45% | — | +4.18% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.44% | — | +20.41% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | — | +3.15% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.39% | — | +0.62% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.36% | — | +46.57% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.35% | — | -5.08% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.35% | — | -3.82% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | — | -4.65% | |
| 43 | HL | Hecla Mining Co | 株式-素材 | 0.33% | -0.16% | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.30% | — | — | |
| 46 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.29% | — | -11.16% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | — | +6.00% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.29% | — | -33.81% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | +9.20% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | +11.77% |