CIK: 0002009346
申告総資産額
$2.8億
| # | 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 | VO | Vanguard Mid-cap ETF | ETF-その他 | 12.72% | -2.29% | -4.55% | |
| 2 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 10.82% | -0.88% | +2.78% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 10.28% | -1.51% | -0.46% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 10.13% | -0.62% | +2.84% | |
| 5 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 7.84% | -1.17% | +1.06% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 7.64% | -0.48% | +3.43% | |
| 7 | DFAI | Dimensional International Co | ETF-その他 | 7.63% | -1.21% | -1.45% | |
| 8 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 6.22% | -0.72% | +1.40% | |
| 9 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 5.27% | +0.51% | +8.73% | |
| 10 | JEMA | Jpmorgan Activebuilders Emer | ETF-その他 | 4.07% | +0.11% | +12.89% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.18% | -0.03% | -6.15% | |
| 12 | QMOM | Alpha US Quant Mom ETF | ETF-その他 | 1.36% | -0.09% | -0.27% | |
| 13 | QLC | Flexshares US Quality Lg Cap | ETF-その他 | 1.33% | +1.43% | — | |
| 14 | SECT | Main Sector Rotation ETF | ETF-その他 | 1.26% | -0.06% | +0.16% | |
| 15 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 1.14% | +0.11% | +4.77% | |
| 16 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.84% | +0.11% | -0.01% | |
| 17 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.81% | -0.07% | +10.47% | |
| 18 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-その他 | 0.63% | -0.03% | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.45% | +0.04% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | +0.06% | — | |
| 21 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.35% | — | — | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.33% | -0.33% | EXIT | |
| 23 | VDE | Vanguard Energy ETF | ETF-その他 | 0.28% | — | — | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.27% | +0.09% | — | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.27% | — | — | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.22% | — | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.22% | +0.07% | — | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.22% | — | +2.50% | |
| 29 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.21% | +0.03% | — | |
| 30 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.15% | — | +2.98% | |
| 31 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.15% | — | — | |
| 32 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.14% | — | — | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.14% | — | — | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.13% | +1.19% | — | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.13% | — | — | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.12% | +0.17% | -5.30% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.12% | — | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.11% | — | — | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.11% | +0.04% | — | |
| 40 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.10% | — | — | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.10% | -0.10% | EXIT | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.10% | -0.10% | EXIT | |
| 43 | VOX | Vanguard Communication Servi | ETF-その他 | 0.09% | — | — | |
| 44 | VFH | Vanguard Financials ETF | ETF-その他 | 0.09% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.09% | — | — | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.08% | — | — | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.07% | — | -10.61% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.07% | +0.13% | — | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.06% | — | -10.57% | |
| 50 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.06% | — | — |