CIK: 0001950323
申告総資産額
$5.0億
上位200銘柄を表示中（全722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 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 9.46% | +0.38% | +8.56% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.24% | -0.22% | -1.03% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.00% | +1.23% | +7.71% | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 8.96% | — | +6.95% | |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 7.47% | — | -2.34% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.06% | -0.83% | +15.10% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.16% | +0.19% | -0.59% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.90% | +0.06% | +2.71% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.09% | -0.09% | +1.71% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.38% | -0.02% | -1.07% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.90% | +0.04% | +3.05% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.66% | -0.15% | -3.01% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.37% | -0.06% | +2.91% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.76% | -0.24% | -1.80% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.54% | -0.06% | +4.74% | |
| 16 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.23% | +0.20% | -0.44% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.99% | -0.04% | -10.98% | |
| 18 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.87% | — | -20.28% | |
| 19 | OKE | Oneok INC | 株式-エネルギー | 0.75% | — | +6.28% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | +0.04% | +4.10% | |
| 21 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 0.67% | — | -1.58% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.64% | +0.16% | +8.55% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.59% | +0.64% | +5067.50% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.57% | — | +3.37% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.50% | — | +14.25% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.48% | +0.08% | +2.23% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.48% | +0.03% | +2.66% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.43% | +0.11% | +0.34% | |
| 29 | AFL | Aflac INC | 株式-金融 | 0.36% | — | — | |
| 30 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.29% | — | -5.75% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.29% | — | +8.10% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.22% | — | -2.96% | |
| 33 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.19% | — | +0.72% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.19% | — | +1.15% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.19% | — | +21.80% | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.18% | — | +0.72% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.16% | — | +19.85% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.16% | — | +3.36% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.15% | — | +4.53% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.14% | -0.01% | +18.84% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.14% | +0.03% | -3.21% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.13% | — | +2.92% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.12% | — | +9.88% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.12% | — | +16.95% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.12% | — | -8.92% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.11% | +0.01% | +8.92% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.11% | — | +58.10% | |
| 48 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.09% | — | — | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.09% | — | +3.93% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.09% | — | -4.30% |