CIK: 0001932952
申告総資産額
$14.9億
上位200銘柄を表示中（全952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 | 11.04% | +7.55% | +3.15% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 7.97% | +0.66% | +3.22% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 7.63% | -1.65% | +0.45% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 6.31% | -2.15% | +3.82% | |
| 5 | SCHK | Schwab 1000 Index ETF | ETF-大型株・グロース | 5.60% | -0.39% | +4.00% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.59% | -4.47% | +2754.55% | |
| 7 | VBIL | Vanguard 0-3m T-bill ETF | ETF-その他 | 3.39% | +2.83% | -48.10% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.24% | -2.90% | +1254.13% | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 3.11% | -1.95% | +1.66% | |
| 10 | EWZ | Ishares Msci Brazil ETF | ETF-その他 | 2.74% | -0.85% | +1.30% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.49% | -0.40% | +102.32% | |
| 12 | VOX | Vanguard Communication Servi | ETF-その他 | 2.48% | -0.23% | +2.85% | |
| 13 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.42% | -0.29% | -2.28% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.23% | -2.18% | +0.70% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.14% | +0.46% | -0.13% | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 2.07% | -2.02% | +2.50% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.74% | -0.05% | +1.14% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.61% | -0.09% | -3.83% | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.60% | -1.57% | +3.67% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.48% | -0.17% | -1.11% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.14% | +4.94% | +2.68% | |
| 22 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.13% | -0.06% | +0.29% | |
| 23 | SPXT | Proshares S&p 500 Ex-technol | ETF-テック型 | 0.96% | +0.54% | +4.02% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.91% | -0.23% | +1.10% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | -0.05% | +0.40% | |
| 26 | XLE | Ss Energy Select Sector | ETF-その他 | 0.77% | +0.21% | +101.45% | |
| 27 | ROBO | Robo Global Robotics And Aut | ETF-その他 | 0.76% | -0.73% | +3.78% | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.61% | — | +101.04% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.60% | -0.18% | -6.58% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.06% | -0.17% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | +0.36% | |
| 32 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.42% | — | +1.09% | |
| 33 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.41% | +0.38% | +4.78% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.38% | — | +13.68% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.38% | — | +0.24% | |
| 36 | XLB | Ss Materials Select Sector | ETF-その他 | 0.37% | — | +98.81% | |
| 37 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.37% | -0.07% | +29.68% | |
| 38 | CPRT | Copart INC | 株式-資本財 | 0.35% | -0.07% | -1.42% | |
| 39 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.33% | — | +0.33% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.31% | — | +2.43% | |
| 41 | DE | Deere & Co | 株式-資本財 | 0.29% | +0.05% | -0.37% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.28% | -0.05% | -13.20% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.25% | — | -5.47% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.23% | — | -94.33% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | — | +37.40% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.22% | — | -0.91% | |
| 47 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.21% | — | -0.08% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.19% | — | +16.92% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | +0.06% | +21.19% | |
| 50 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 0.16% | — | +2.23% |