CIK: 0001728866
申告総資産額
$3.4億
| # | 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 | YOKE | Yoke Core ETF | ETF-その他 | 60.58% | -0.58% | -3.12% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.59% | -0.57% | +1.05% | |
| 3 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 2.41% | +0.29% | +2.62% | |
| 4 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 1.99% | +0.33% | +4.18% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.98% | +0.15% | -0.41% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.90% | +0.40% | +60.57% | |
| 7 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 1.69% | -0.28% | -1.52% | |
| 8 | RISR | Foliobe Altr In&in H Etf-usd | ETF-その他 | 1.52% | +0.06% | -3.01% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.03% | -0.10% | +6.19% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.01% | +0.16% | -36.66% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 0.98% | -0.09% | +2.81% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.91% | -0.18% | +2.15% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.85% | -0.06% | +3.76% | |
| 14 | FFIN | First Finl Bankshares INC | 株式-金融 | 0.79% | — | +0.14% | |
| 15 | AAPL | Apple INC | 株式-IT | 0.78% | -0.05% | +3.69% | |
| 16 | NE | Noble Corporation plc | 株式-エネルギー | 0.70% | -0.11% | — | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.60% | +0.19% | +0.47% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.59% | -0.05% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | +2.10% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | -0.07% | +2.89% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | -0.06% | +3.63% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.52% | — | +117.44% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | -0.06% | +4.58% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.46% | -0.07% | +1.11% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | +0.07% | +3.01% | |
| 26 | AZO | Autozone INC | 株式-一般消費財 | 0.40% | — | +2.64% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.39% | -0.08% | -45.62% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | +2.17% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.38% | — | +4.36% | |
| 30 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.38% | — | -3.35% | |
| 31 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.38% | +0.08% | +4.20% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | +0.32% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.35% | +0.10% | +4.62% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.34% | — | +3.58% | |
| 35 | ASML | ASML Holding N.V. | 株式-IT | 0.34% | +0.07% | — | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.33% | -0.09% | -15.97% | |
| 37 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.33% | -0.10% | +378.31% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.33% | +0.08% | -12.54% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | +5.76% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | — | +1.13% | |
| 41 | MCO | Moody's CORP | 株式-金融 | 0.33% | -0.06% | +3.29% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | +0.15% | +4.49% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.32% | -0.06% | +4.47% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.32% | — | +5.51% | |
| 45 | SPGI | S&p Global INC | 株式-金融 | 0.31% | -0.05% | +3.89% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.31% | +0.06% | +4.58% | |
| 47 | FDLO | Fidelity Low Volat Fact ETF | ETF-その他 | 0.30% | -0.05% | — | |
| 48 | UL | Unilever PLC | 株式-生活必需品 | 0.30% | — | +4.67% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.30% | -0.29% | EXIT | |
| 50 | PCAR | Paccar INC | 株式-資本財 | 0.30% | — | +4.87% |