CIK: 0001932952
申告総資産額
$14.9億
上位200銘柄を表示中（全925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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.56% | +7.55% | -13.35% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 8.50% | +0.66% | +141.42% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 7.45% | -1.65% | -12.58% | |
| 4 | VBIL | Vanguard 0-3m T-bill ETF | ETF-その他 | 7.21% | +2.83% | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 6.66% | -2.15% | -33.13% | |
| 6 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 5.50% | -0.39% | -7.49% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.82% | +0.46% | +4174.04% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.42% | — | +4452.48% | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 3.27% | -1.95% | +0.29% | |
| 10 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 2.71% | -0.85% | — | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.51% | -0.40% | +1.42% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.41% | -0.29% | -3.45% | |
| 13 | VOX | Vanguard Communication Servi | ETF-その他 | 2.38% | -0.23% | -2.39% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.13% | -2.18% | — | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 2.07% | -2.02% | +33708.61% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.83% | -0.05% | -2.59% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.70% | -0.09% | -0.43% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.55% | -1.57% | — | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.42% | -4.47% | -82.90% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.32% | -0.06% | +0.03% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.28% | -0.17% | -1.88% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.03% | -0.23% | -0.95% | |
| 23 | SPXT | Proshares S&p 500 Ex-technol | ETF-テック型 | 0.94% | +0.54% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | -0.05% | +4.85% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 0.82% | +0.21% | -1.44% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.65% | — | +2.68% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | -0.06% | -2.62% | |
| 28 | CPRT | Copart INC | 株式-資本財 | 0.52% | -0.07% | -2.43% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | -51.48% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.48% | — | +0.38% | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.42% | -0.05% | -19.91% | |
| 32 | XLB | Ss Materials Select Sector | ETF-その他 | 0.40% | — | -1.73% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.37% | — | -1.02% | |
| 34 | DE | Deere & Co | 株式-資本財 | 0.35% | +0.05% | -4.00% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.34% | — | -1.77% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | -0.18% | -4.74% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.31% | — | -0.39% | |
| 38 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.29% | — | -1.91% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.27% | — | -27.49% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.24% | — | -48.96% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.23% | — | -1.01% | |
| 42 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.22% | -0.07% | -85.68% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.19% | -0.04% | +0.71% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.19% | -2.90% | -96.60% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.19% | — | +11.46% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.18% | — | +14.71% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | +0.06% | +0.09% | |
| 48 | WM | Waste Management INC | 株式-資本財 | 0.15% | — | -3.11% | |
| 49 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.14% | — | +4.29% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.14% | — | +14.81% |