CIK: 0002065074
申告総資産額
$1.4億
| # | 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 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 39.50% | +4.24% | — | |
| 2 | GLD | Spdr Gold Shares | ETF-コモディティ | 12.49% | +0.05% | — | |
| 3 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 10.17% | -4.78% | — | |
| 4 | MSTR | Strategy INC | 株式-IT | 8.77% | -0.24% | — | |
| 5 | NKE | Nike INC -cl B | 株式-一般消費財 | 5.20% | -0.47% | — | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.76% | +0.25% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 3.31% | +0.12% | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.61% | -0.09% | — | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.66% | +0.06% | — | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.05% | +0.04% | — | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.93% | +0.01% | — | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | -0.04% | — | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 0.87% | -0.14% | — | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.70% | — | — | |
| 15 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.65% | -0.14% | EXIT | |
| 16 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.64% | +0.06% | — | |
| 17 | RTX | Rtx CORP | 株式-資本財 | 0.62% | +0.05% | — | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.57% | — | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | -0.03% | — | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | +0.03% | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | — | |
| 22 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.52% | +0.05% | — | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.39% | +0.03% | — | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | +0.09% | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.30% | -0.03% | — | |
| 26 | CARR | Carrier Global CORP | 株式-資本財 | 0.27% | +0.01% | — | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.26% | -0.01% | — | |
| 28 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.26% | +0.02% | — | |
| 29 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.22% | -0.15% | EXIT | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.21% | -0.02% | — | |
| 31 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.17% | +0.08% | — | |
| 32 | RPT-PC | Rithm Property Trust Inc. | 株式-その他 | 0.04% | — | — |