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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 21.94% | +0.24% | +4.23% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 18.28% | -0.73% | +5.22% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 10.38% | +0.14% | +2.36% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 8.59% | +0.09% | -2.37% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 8.24% | -0.21% | -2.20% | |
| 6 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 4.20% | -0.24% | -0.90% | |
| 7 | XLE | Ss Energy Select Sector | ETF-その他 | 3.80% | -0.25% | +88.84% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 3.09% | -0.09% | -4.96% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 2.98% | -0.02% | +17.35% | |
| 10 | GLTR | Abrdn Precious Metals Basket | ETF-その他 | 2.93% | -0.23% | -26.64% | |
| 11 | FTGC | First Trust Global Tactical | ETF-その他 | 2.59% | +0.26% | +4.07% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.43% | -0.06% | -14.33% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.39% | +0.15% | +12.16% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.35% | +0.16% | +6.08% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.04% | +8.13% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.19% | +0.17% | +4.93% | |
| 17 | MKL | Markel Group INC | 株式-金融 | 0.89% | -0.09% | +1.79% | |
| 18 | AXP | American Express Co | 株式-金融 | 0.79% | +0.03% | +10.01% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 0.70% | -0.22% | — | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.65% | +0.02% | +7.55% | |
| 21 | C | Citigroup INC | 株式-金融 | 0.46% | -0.06% | -1.74% | |
| 22 | AEP | American Electric Power | 株式-公益事業 | 0.32% | +0.41% | +30.67% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | +0.07% | +69.05% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.29% | -0.02% | +0.78% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | +0.31% | — | |
| 26 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.23% | — | +27.58% | |
| 27 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.21% | -0.05% | — | |
| 28 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.18% | -0.06% | -44.35% | |
| 29 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.15% | -0.02% | — | |
| 30 | T | At&t INC | 株式-通信サービス | 0.14% | -0.14% | EXIT | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.14% | -0.08% | +85.50% | |
| 32 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.14% | +0.01% | -48.67% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.11% | -0.01% | -59.27% | |
| 34 | USB | US Bancorp | 株式-金融 | 0.10% | +0.25% | — | |
| 35 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.09% | -0.01% | — | |
| 36 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.09% | -0.09% | EXIT | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.07% | -0.01% | — | |
| 38 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.07% | -0.07% | EXIT |