CIK: 0002079032
申告総資産額
$2.6億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 11.20% | -0.45% | +3.87% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 10.92% | -0.19% | +6.48% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.79% | -5.57% | +15.07% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.04% | -0.13% | +5.82% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 6.97% | -2.17% | +5.01% | |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 5.86% | -0.06% | +18.73% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 5.83% | -0.03% | -19.68% | |
| 8 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 5.53% | -0.35% | +4.19% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.16% | -0.27% | +6.99% | |
| 10 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 4.58% | -0.18% | -7.82% | |
| 11 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.39% | — | -2.78% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.59% | — | +10.21% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.52% | -0.19% | -1.59% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | +0.05% | -2.34% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.40% | -0.08% | — | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.01% | +1.75% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.10% | — | +3.87% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.00% | +0.03% | +3.15% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 0.94% | +0.18% | -8.47% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.90% | +0.11% | +8.81% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | -0.06% | — | |
| 22 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 0.70% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | +0.01% | +1.11% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | — | -9.23% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.55% | — | +97.42% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | — | +8.09% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.48% | +0.05% | +0.70% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.46% | -0.31% | -6.51% | |
| 29 | APH | Amphenol Corp-cl A | 株式-IT | 0.45% | — | — | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.42% | +0.16% | — | |
| 31 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.42% | — | — | |
| 32 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.42% | — | -5.34% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.40% | +0.06% | +0.28% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | — | -4.56% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | — | -0.07% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.34% | +0.13% | +5.65% | |
| 37 | FTNT | Fortinet INC | 株式-IT | 0.31% | +0.19% | +3.77% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.28% | -0.36% | — | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.28% | — | — | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.28% | — | — | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.27% | — | +14.78% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.27% | — | -12.14% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.26% | — | -3.98% | |
| 44 | BLK | Blackrock INC | 株式-金融 | 0.25% | — | +4.63% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.24% | — | -2.60% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | -1.99% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.22% | — | -7.26% | |
| 48 | CME | Cme Group INC | 株式-金融 | 0.21% | — | -1.93% | |
| 49 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.20% | — | +33.71% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.18% | — | — |