CIK: 0001957124
申告総資産額
$7.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.93% | — | +63.18% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.69% | +0.12% | -1.64% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.63% | — | +9.55% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.35% | -0.59% | +26.95% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.53% | +0.25% | +2.15% | |
| 6 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 3.42% | -0.66% | +5.48% | |
| 7 | ABFL | Abacus Fcf Leaders ETF | ETF-その他 | 3.00% | -1.33% | -5.31% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.92% | +0.52% | +6.27% | |
| 9 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 2.85% | +1.11% | +18.59% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.37% | +0.17% | -66.75% | |
| 11 | PWRD | Tcw Transform Systems ETF | ETF-その他 | 2.25% | — | -8.56% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.24% | — | +1.01% | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.04% | -0.17% | +3.97% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.92% | -1.75% | +12.59% | |
| 15 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 1.76% | +1.13% | — | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.51% | +0.32% | -0.59% | |
| 17 | BRTR | Ishares Total Return Act ETF | ETF-その他 | 1.35% | -0.23% | — | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.23% | +0.32% | -26.48% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.13% | — | +9.81% | |
| 20 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.12% | — | +7.01% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.05% | — | -0.70% | |
| 22 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 1.04% | +0.34% | +0.66% | |
| 23 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 1.00% | +0.50% | +11.00% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.45% | -15.69% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.91% | -0.28% | -17.79% | |
| 26 | IYF | Ishares US Financials ETF | ETF-その他 | 0.90% | -0.90% | EXIT | |
| 27 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.88% | — | +5.77% | |
| 28 | BITB | Bitwise Bitcoin ETF | ETF-暗号資産 | 0.88% | — | +19.57% | |
| 29 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.87% | -0.23% | +98.89% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | -0.35% | -32.58% | |
| 31 | SPGM | State Street Spdr Portfolio | ETF-その他 | 0.83% | — | -4.50% | |
| 32 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.83% | — | -0.47% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.81% | -0.15% | -1.40% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.80% | — | -9.31% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.80% | -0.61% | -2.48% | |
| 36 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.79% | — | -10.58% | |
| 37 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.77% | — | — | |
| 38 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 0.61% | — | +1.16% | |
| 39 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.61% | -0.15% | -7.34% | |
| 40 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.61% | — | -20.53% | |
| 41 | INMU | Ishares Intermediate Muni In | ETF-その他 | 0.58% | — | — | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.53% | +0.41% | -2.07% | |
| 43 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.49% | +0.48% | +3.25% | |
| 44 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.47% | -0.47% | EXIT | |
| 45 | FQAL | Fidelity Quality Factor ETF | ETF-その他 | 0.46% | — | +1.26% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | -0.23% | -23.10% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | +0.21% | -1.57% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.43% | +0.21% | +2.88% | |
| 49 | SPYI | Neos S&p 500 High Income ETF | ETF-大型株・グロース | 0.42% | — | +17.52% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.40% | — | -1.21% |