CIK: 0002003615
申告総資産額
$2.0億
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 17.73% | -3.78% | +4.22% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 12.99% | -2.15% | -0.17% | |
| 3 | MRSK | Toews Agility Shares Managed | ETF-その他 | 4.97% | -1.58% | +6.74% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 4.81% | +1.53% | +21.10% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 4.17% | +0.52% | +6.26% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.46% | — | +6.05% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 3.16% | +1.50% | -2.84% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.01% | — | +6.89% | |
| 9 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 2.17% | +0.84% | +14.50% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.15% | +0.72% | +7.70% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.13% | -0.24% | +3.33% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.66% | -0.42% | +19.33% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.04% | — | +2.13% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.20% | +3.03% | |
| 15 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.89% | — | -0.73% | |
| 16 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 0.89% | — | +151.68% | |
| 17 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.88% | +0.20% | +15.32% | |
| 18 | MDT | Medtronic plc | 株式-ヘルスケア | 0.88% | — | +2.44% | |
| 19 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.85% | -0.85% | EXIT | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 0.83% | — | +4.70% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.82% | — | +16.60% | |
| 22 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.78% | — | -9.89% | |
| 23 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 0.78% | -0.61% | +377.89% | |
| 24 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.75% | — | +14.54% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.74% | +0.95% | +303.33% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.71% | +0.37% | -0.86% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | +1.60% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | — | +3.68% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.61% | -0.42% | -1.99% | |
| 30 | RAAX | Vaneck Real Assets ETF | ETF-その他 | 0.60% | — | — | |
| 31 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.60% | — | +0.41% | |
| 32 | XLF | Ss Financial Select Sector | ETF-その他 | 0.58% | -0.19% | -0.09% | |
| 33 | HAS | Hasbro INC | 株式-一般消費財 | 0.54% | — | +5.47% | |
| 34 | LAD | Lithia Motors INC | 株式-一般消費財 | 0.54% | — | +5.97% | |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.53% | -0.25% | +17.10% | |
| 36 | FITB | Fifth Third Bancorp | 株式-金融 | 0.51% | — | +7.21% | |
| 37 | EWBC | East West Bancorp INC | 株式-金融 | 0.51% | — | +24.31% | |
| 38 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 0.49% | -0.19% | +6.06% | |
| 39 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.49% | — | +6.06% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | +9.67% | |
| 41 | ALL | Allstate CORP | 株式-金融 | 0.47% | — | +9.29% | |
| 42 | AN | Autonation INC | 株式-一般消費財 | 0.46% | — | +8.91% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.40% | — | +68.87% | |
| 44 | CI | THE Cigna Group | 株式-ヘルスケア | 0.40% | — | +9.35% | |
| 45 | PVH | Pvh CORP | 株式-一般消費財 | 0.39% | -0.39% | EXIT | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.39% | — | — | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.39% | — | +66.18% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.39% | -0.39% | EXIT | |
| 49 | AVDE | Avantis International Equity | ETF-その他 | 0.38% | — | -0.39% | |
| 50 | EWQ | Ishares Msci France ETF | ETF-その他 | 0.38% | — | -0.71% |