CIK: 0001840775
申告総資産額
$1.8億
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.56% | — | +3.03% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.35% | -2.15% | -0.12% | |
| 3 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 5.95% | — | +5.93% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 5.15% | — | +0.30% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.90% | -0.22% | -0.96% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.75% | — | +1.16% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.27% | -0.20% | -16.41% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.97% | — | +3.91% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.95% | — | -6.06% | |
| 10 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 2.57% | — | +12.42% | |
| 11 | IXN | Ishares Global Tech ETF | ETF-テック型 | 2.29% | — | -0.40% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 2.22% | -0.27% | +33.33% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.06% | -0.33% | +35.36% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.74% | -0.16% | -3.70% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.72% | -0.29% | -3.15% | |
| 16 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.68% | +0.24% | — | |
| 17 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.67% | — | -0.25% | |
| 18 | PPA | Invesco Aerospace & Defense | ETF-その他 | 1.50% | — | +0.59% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.43% | — | +2.40% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | +0.32% | +42.44% | |
| 21 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.35% | — | +78.42% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.25% | -0.17% | -3.80% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 1.22% | -0.20% | -55.18% | |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.22% | -0.07% | — | |
| 25 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 1.16% | — | -1.20% | |
| 26 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.14% | — | +58.92% | |
| 27 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.13% | — | +105.78% | |
| 28 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.12% | — | — | |
| 29 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.98% | +0.07% | +202.02% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.97% | — | -0.79% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | — | -5.15% | |
| 32 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.90% | — | -16.18% | |
| 33 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.78% | — | +60.04% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.70% | — | -2.74% | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.67% | — | — | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | — | -2.43% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.62% | — | — | |
| 38 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.61% | — | -0.93% | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.60% | — | +4.01% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | -0.08% | -3.28% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.57% | -0.13% | — | |
| 42 | AMT | American Tower CORP | 株式-不動産 | 0.55% | — | -8.86% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | -0.07% | -3.65% | |
| 44 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.51% | — | +0.16% | |
| 45 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.50% | — | +41.86% | |
| 46 | ANETEUR | Arista Networks INC | 株式-その他 | 0.50% | — | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.49% | — | -0.86% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.48% | — | -0.66% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | +4.04% | |
| 50 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 0.47% | — | -14.76% |