CIK: 0001932952
申告総資産額
$14.9億
上位200銘柄を表示中（全784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 | BND | Vanguard Total Bond Market | ETF-その他 | 13.16% | -2.15% | +12.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.86% | +7.55% | +30.64% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 8.00% | -1.65% | -13.42% | |
| 4 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 5.82% | -0.39% | +0.10% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.40% | -2.90% | -0.86% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.16% | -4.47% | -34.84% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.77% | +0.46% | +2126.18% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.69% | +0.66% | +12.45% | |
| 9 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.02% | -0.29% | -20.91% | |
| 10 | XLF | Ss Financial Select Sector | ETF-その他 | 2.97% | -1.95% | -21.40% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.43% | -0.40% | -19.66% | |
| 12 | VOX | Vanguard Communication Servi | ETF-その他 | 2.23% | -0.23% | -16.44% | |
| 13 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 2.10% | — | +7.35% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.84% | -0.05% | -24.91% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.63% | -0.17% | -5.59% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.60% | -0.09% | +1.00% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.54% | -0.07% | +1201.84% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.43% | -0.06% | -19.92% | |
| 19 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 1.24% | — | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | -1.70% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.96% | -0.23% | +0.57% | |
| 22 | XLE | Ss Energy Select Sector | ETF-その他 | 0.92% | +0.21% | -24.12% | |
| 23 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.85% | -0.05% | -4.84% | |
| 24 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.81% | +0.36% | +4240.71% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | -0.05% | +13.80% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.66% | — | -13.52% | |
| 27 | CPRT | Copart INC | 株式-資本財 | 0.62% | -0.07% | -1.61% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.57% | — | -0.48% | |
| 29 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.55% | — | -20.77% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | -0.06% | +0.58% | |
| 31 | XLB | Ss Materials Select Sector | ETF-その他 | 0.48% | — | -22.42% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | -0.18% | -3.07% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.41% | — | -83.12% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.35% | — | +4.46% | |
| 35 | DE | Deere & Co | 株式-資本財 | 0.34% | +0.05% | +0.03% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.31% | — | +11.25% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.31% | — | +0.96% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.24% | — | — | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.19% | — | -1.63% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | +0.06% | -4.65% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.18% | — | +1.96% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.17% | — | +4.60% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.16% | -0.05% | +10.26% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.16% | — | -0.50% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.16% | — | +0.65% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.15% | -0.04% | +8.42% | |
| 47 | WM | Waste Management INC | 株式-資本財 | 0.15% | — | — | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.15% | — | +0.80% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.14% | — | +15.39% | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.14% | — | +8.36% |