CIK: 0001974910
申告総資産額
$6.9億
上位200銘柄を表示中（全406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 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 11.75% | -0.04% | +35.93% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 9.04% | -1.42% | +31.59% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 8.70% | -5.26% | -27.61% | |
| 4 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 8.50% | — | — | |
| 5 | AGRH | Ishares Interest Rate Hedged | ETF-その他 | 6.93% | — | — | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 6.32% | -0.30% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.83% | -0.09% | -0.17% | |
| 8 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 3.72% | -0.08% | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.17% | +0.16% | -9.09% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.73% | -0.12% | — | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 1.56% | -3.42% | -63.46% | |
| 12 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.27% | +0.08% | -0.26% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.20% | -0.08% | -1.10% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.98% | — | -3.16% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.90% | — | — | |
| 16 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.90% | — | -81.39% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.21% | -2.86% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.84% | -0.02% | -0.70% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.82% | -0.05% | -83.30% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.77% | — | -1.45% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.76% | — | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.74% | — | -2.35% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | -0.06% | -0.35% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.69% | — | -8.98% | |
| 25 | XBIL | F/m US Treasury 6 Month Bill | ETF-政府公債 | 0.69% | +0.46% | +5.70% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +1.94% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.56% | — | -3.42% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.54% | -0.07% | +2.36% | |
| 30 | XVV | Ishares Esg Select Screened | ETF-その他 | 0.54% | -0.09% | — | |
| 31 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 0.53% | — | -6.19% | |
| 32 | IDMO | Invesco S&p International De | ETF-その他 | 0.51% | +0.43% | -91.84% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.05% | -1.47% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.48% | — | -18.91% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.48% | — | -1.61% | |
| 36 | OBIL | F/m US Treasury 12 Month Bil | ETF-政府公債 | 0.48% | — | +4.59% | |
| 37 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.47% | — | — | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.15% | +9.63% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.42% | — | -4.76% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | -0.04% | -0.39% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.37% | -0.05% | — | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.37% | — | — | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | -0.03% | +3.89% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.33% | -0.05% | -1.23% | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.33% | -0.06% | — | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.32% | -0.09% | -3.86% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.31% | — | — | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.30% | — | -1.64% | |
| 49 | GS | Goldman Sachs Group INC | 株式-金融 | 0.30% | — | -0.96% | |
| 50 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.29% | — | -4.04% |