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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 15.18% | -2.15% | +1.78% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 7.73% | — | +0.36% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 5.78% | — | +0.39% | |
| 4 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 5.67% | -0.65% | +3.22% | |
| 5 | TFLR | T Rowe Price Floating Rt ETF | ETF-その他 | 5.55% | -0.34% | +14.10% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.11% | -0.22% | -0.91% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.99% | -0.27% | -1.23% | |
| 8 | BUFB | Innovator Ladd Allo Buff ETF | ETF-その他 | 3.20% | — | +6.55% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.98% | -0.20% | -0.02% | |
| 10 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 2.96% | — | -1.05% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.00% | -0.33% | -1.83% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.86% | -0.16% | -1.11% | |
| 13 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.68% | — | +0.34% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.63% | — | -0.13% | |
| 15 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.56% | +0.24% | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.54% | -0.29% | -2.05% | |
| 17 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.29% | — | -1.90% | |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.20% | — | -2.80% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | +0.32% | -0.23% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.11% | -0.17% | -0.41% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.93% | -0.20% | +0.09% | |
| 22 | ANETEUR | Arista Networks INC | 株式-その他 | 0.91% | — | — | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.89% | — | +3.05% | |
| 24 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.83% | — | +11.08% | |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.83% | — | +11.71% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.81% | — | -3.21% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.81% | +0.07% | +3.21% | |
| 28 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.77% | — | -0.63% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.75% | -0.07% | — | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | -0.08% | +0.26% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.66% | -0.13% | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | — | — | |
| 33 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.60% | — | -16.65% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.58% | — | -1.31% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | — | — | |
| 36 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.53% | — | -3.58% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.51% | — | — | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.49% | — | — | |
| 39 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.48% | — | +21.75% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.46% | -0.07% | -1.19% | |
| 41 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-テック型 | 0.45% | — | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.45% | — | -6.61% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.43% | — | +0.08% | |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.43% | — | +0.17% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.43% | — | +36.14% | |
| 46 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.42% | — | +6.22% | |
| 47 | TDG | Transdigm Group INC | 株式-資本財 | 0.41% | — | — | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | — | — | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.38% | — | — | |
| 50 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.35% | — | -7.73% |