CIK: 0002056650
申告総資産額
$1.6億
上位200銘柄を表示中（全504銘柄）
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.54% | +0.75% | +1.52% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.30% | -1.37% | +1.81% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.12% | -0.18% | +3.46% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.58% | -0.72% | -0.68% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.10% | +0.65% | +4.07% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 2.70% | +0.06% | -2.53% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.68% | -0.23% | -16.42% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.64% | -0.33% | +3.13% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.58% | +0.07% | — | |
| 10 | XLF | Ss Financial Select Sector | ETF-その他 | 2.36% | -0.50% | +7.19% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.31% | -0.56% | -6.95% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.20% | -0.19% | -0.76% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.15% | -0.23% | -0.62% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.09% | -0.56% | +6.83% | |
| 15 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.87% | -0.37% | +3.42% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.61% | -0.42% | +16.78% | |
| 17 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.60% | -0.29% | +5.05% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.46% | +0.04% | +10.80% | |
| 19 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.28% | -0.30% | -7.81% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.25% | — | +3.26% | |
| 21 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.12% | +0.06% | +0.28% | |
| 22 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.11% | +0.61% | +2.45% | |
| 23 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 1.10% | +0.63% | +8.19% | |
| 24 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.80% | +0.69% | +6.11% | |
| 25 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.79% | — | -4.81% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.79% | -0.15% | +5.30% | |
| 27 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.76% | -0.08% | +0.15% | |
| 28 | BX | Blackstone INC | 株式-金融 | 0.66% | — | -2.12% | |
| 29 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.65% | -0.14% | +4.21% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.65% | — | — | |
| 31 | IBHE | Ishares Ibonds 2025 H/y INC | ETF-その他 | 0.63% | — | — | |
| 32 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.62% | +0.72% | +18.11% | |
| 33 | AB | Alliancebernstein Holding LP | 株式-その他 | 0.60% | — | — | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.60% | +0.08% | -11.23% | |
| 35 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.59% | +0.06% | — | |
| 36 | KKR | Kkr & Co INC | 株式-金融 | 0.58% | -0.31% | — | |
| 37 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.58% | — | +1.71% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | +6.71% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.52% | +2.17% | -13.85% | |
| 40 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.52% | — | +0.95% | |
| 41 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-その他 | 0.47% | — | +1.81% | |
| 42 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-その他 | 0.46% | — | — | |
| 43 | XLE | Ss Energy Select Sector | ETF-その他 | 0.46% | +0.31% | -1.38% | |
| 44 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.45% | +0.89% | -2.66% | |
| 45 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.43% | +0.09% | -15.95% | |
| 46 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 0.42% | +0.66% | +26.90% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.42% | — | +127.06% | |
| 48 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.41% | — | — | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.41% | — | -0.91% | |
| 50 | XLB | Ss Materials Select Sector | ETF-その他 | 0.41% | +0.15% | -16.73% |