CIK: 0001932952
申告総資産額
$14.9億
上位200銘柄を表示中（全940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 | 10.91% | +7.55% | +2.92% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 8.07% | +0.66% | +1.63% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 7.85% | -1.65% | +0.54% | |
| 4 | VBIL | Vanguard 0-3m T-bill ETF | ETF-その他 | 6.83% | +2.83% | +1.60% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 6.36% | -2.15% | +1.52% | |
| 6 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 5.50% | -0.39% | -0.26% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.80% | — | +2.29% | |
| 8 | XLF | Ss Financial Select Sector | ETF-その他 | 3.14% | -1.95% | +0.31% | |
| 9 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 2.76% | -0.85% | +1.48% | |
| 10 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.57% | -0.40% | -0.32% | |
| 11 | VOX | Vanguard Communication Servi | ETF-その他 | 2.44% | -0.23% | +0.13% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.33% | -0.29% | -0.67% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.24% | +0.46% | -37.26% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.15% | -2.18% | +1.26% | |
| 15 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 2.09% | -2.02% | +1.38% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.79% | -0.05% | +0.48% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.70% | -0.09% | -0.57% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.54% | -1.57% | +3.28% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.47% | -0.17% | -0.65% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.18% | -0.06% | -0.66% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.18% | +4.94% | +6626.48% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.00% | -0.23% | +0.68% | |
| 23 | SPXT | Proshares S&p 500 Ex-technol | ETF-テック型 | 0.93% | +0.54% | +1.87% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | -0.05% | -0.87% | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 0.80% | +0.21% | -0.81% | |
| 26 | ROBO | Robo Global Robotics And Aut | ETF-その他 | 0.72% | -0.73% | — | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.65% | — | -0.47% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.06% | +0.19% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | +6.89% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | -0.18% | +53.64% | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.45% | — | +0.27% | |
| 32 | URA | Global X Uranium ETF | ETF-その他 | 0.44% | — | — | |
| 33 | CPRT | Copart INC | 株式-資本財 | 0.43% | -0.07% | -2.37% | |
| 34 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.40% | +0.38% | +4096.49% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | — | +5.45% | |
| 36 | XLB | Ss Materials Select Sector | ETF-その他 | 0.38% | — | +0.01% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.35% | — | -5.38% | |
| 38 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.32% | — | -0.65% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.31% | — | -0.11% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.30% | -0.07% | +43.00% | |
| 41 | DE | Deere & Co | 株式-資本財 | 0.29% | +0.05% | +0.33% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.28% | -0.05% | -12.87% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.27% | — | +0.01% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.24% | -2.90% | +29.62% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.23% | — | +0.01% | |
| 46 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.22% | — | -2.96% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.21% | -0.04% | -4.51% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.17% | — | +2.65% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.17% | -4.47% | -87.33% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.16% | — | +0.15% |