CIK: 0001896476
申告総資産額
$13.9億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 75.85% | +2.60% | +15.66% | |
| 2 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 7.47% | -1.51% | EXIT | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.93% | +1.29% | -0.01% | |
| 4 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 4.69% | — | — | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.93% | -2.77% | EXIT | |
| 6 | BN | Brookfield CORP | 株式-金融 | 0.73% | — | — | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.50% | — | — | |
| 8 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 0.39% | — | — | |
| 9 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.25% | +0.06% | — | |
| 10 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.24% | — | — | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.02% | — | +4.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +9.5% | +15.66% | 増加 |
| 2 | IBIT | Ishares Bitcoin Trust ETF | +5.9% | +30.32% | 増加 |
| 3 | FBTC | Fidelity Wise Origin Bitcoin | +1.9% | — | 増加 |
| 4 | EFA | Ishares Msci Eafe ETF | — | +4.89% | 増加 |
| 5 | BN | Brookfield CORP | 0% | — | 変化なし |
| 6 | PICK | Ishares Msci Global Metals & | 0% | — | 変化なし |
| 7 | RIVN | Rivian Automotive Inc-a | 0% | — | 変化なし |
| 8 | KBE | Ss Spdr S&p Bank ETF | -0.1% | — | 変化なし |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -0.01% | 減少 |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | -13.1% | -66.36% | 減少 |
| 11 | ✓ | Tidal Tr Ii | — | EXIT | 全売却 |
| 12 | XLV | Ss Health Care Select Sector | — | NEW | 新規購入 |
| 13 | EWJ | Ishares Msci Japan ETF | — | EXIT | 全売却 |
| 14 | IJR | Ishares Core S&p Small-cap E | — | EXIT | 全売却 |
| 15 | ASHR | Xtrackers Harvest Csi 300 Ch | — | EXIT | 全売却 |
| 16 | SCCO | Southern Copper CORP | — | EXIT | 全売却 |
| 17 | FCX | Freeport-mcmoran INC | — | EXIT | 全売却 |
| 18 | BHP | Bhp Group Ltd-spon Adr | — | EXIT | 全売却 |