CIK: 0001730889
申告総資産額
$3.3億
| # | 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 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 12.58% | +3.87% | NEW | |
| 2 | GLD | Spdr Gold Shares | ETF-コモディティ | 9.80% | -0.81% | +17.92% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.06% | +0.10% | +53.56% | |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 5.03% | -0.93% | -12.16% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.91% | -8.08% | -65.40% | |
| 6 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 3.09% | — | +43.50% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.03% | -0.72% | +10.93% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.92% | -0.79% | — | |
| 9 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.89% | +0.08% | -10.61% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.89% | +0.11% | -4.65% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.82% | — | +1.18% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.16% | +0.13% | -5.08% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | -0.06% | -2.24% | |
| 14 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.99% | -0.41% | -53.89% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.95% | — | +142.09% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.86% | +3.14% | -4.54% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.74% | -1.49% | -3.70% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.67% | +0.14% | -5.20% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.62% | — | +0.39% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.20% | +0.04% | -2.18% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.16% | — | -0.62% | |
| 22 | FNF | Fidelity National Financial | 株式-金融 | 1.06% | — | — | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.03% | +0.19% | +67.23% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.02% | — | -74.91% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | -2.78% | |
| 26 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.81% | +0.21% | — | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | — | -3.08% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | — | +1.95% | |
| 29 | GEV | GE Vernova INC | 株式-資本財 | 0.77% | +0.16% | +1.46% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.76% | — | -8.93% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.72% | — | +6.49% | |
| 32 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.72% | -0.20% | +5.50% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | +0.15% | -17.43% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.68% | — | -1.71% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | -0.34% | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.54% | — | -2.87% | |
| 37 | ETHA | Ishares Ethereum Trust ETF | ETF-その他 | 0.54% | — | — | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | +0.34% | |
| 39 | PANW | Palo Alto Networks INC | 株式-IT | 0.48% | — | +24.78% | |
| 40 | HACK | Amplify Cybersecurity ETF | ETF-その他 | 0.43% | +0.18% | -2.07% | |
| 41 | GS | Goldman Sachs Group INC | 株式-金融 | 0.41% | — | +11.69% | |
| 42 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.41% | +0.28% | NEW | |
| 43 | CCJ | Cameco CORP | 株式-エネルギー | 0.39% | -0.27% | +8.27% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | -16.05% | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.37% | — | +10.43% | |
| 46 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.37% | — | +10.98% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | +0.48% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.36% | +0.08% | -14.05% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.32% | — | +165.05% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.31% | -2.55% | -51.25% |