CIK: 0001839890
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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 21.03% | -0.02% | +57.19% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 19.87% | -0.73% | +6.79% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 10.31% | +0.14% | -9.97% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 8.35% | -0.21% | -3.69% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 7.85% | +0.09% | -2.74% | |
| 6 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 4.61% | -0.24% | -33.68% | |
| 7 | XLE | Ss Energy Select Sector | ETF-その他 | 4.47% | -0.25% | -2.79% | |
| 8 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 3.41% | -0.23% | +1.42% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 3.05% | -0.09% | -29.82% | |
| 10 | FTGC | First Trust Global Tactical | ETF-その他 | 3.00% | +0.26% | +3.53% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.79% | — | +3647.43% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.58% | +0.16% | +11.80% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.52% | +0.17% | +4.62% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.03% | +0.15% | +7.56% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | -0.04% | +8.83% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.86% | -0.06% | — | |
| 17 | MKL | Markel Group INC | 株式-金融 | 0.82% | -0.09% | +8.44% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.55% | -0.14% | EXIT | |
| 19 | AXP | American Express Co | 株式-金融 | 0.54% | +0.03% | +28.30% | |
| 20 | C | Citigroup INC | 株式-金融 | 0.45% | -0.06% | +0.86% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.38% | — | +5.90% | |
| 22 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.30% | — | +22.50% | |
| 23 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.30% | -0.06% | +38.25% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.27% | -0.01% | +9.70% | |
| 25 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.22% | -0.05% | — | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.21% | -0.08% | -14.84% | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.20% | -0.02% | -3.13% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.19% | +0.02% | — | |
| 29 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.17% | -0.09% | EXIT | |
| 30 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.17% | +0.01% | — | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.11% | — | +36.22% | |
| 32 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.11% | -0.01% | — | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.10% | — | — | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | +0.08% | NEW | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.10% | — | -0.82% | |
| 36 | CCIVGBP | Lucid Group INC | 株式-その他 | 0.01% | — | — |