CIK: 0001927120
申告総資産額
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| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 17.74% | — | -3.32% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.88% | — | -5.90% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 11.31% | — | -1.24% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 9.29% | — | +29.98% | |
| 5 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 7.70% | — | +1.44% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.89% | — | -2.16% | |
| 7 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 4.55% | — | +18.51% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.18% | — | -1.03% | |
| 9 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 2.84% | — | -0.52% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.68% | — | +1.95% | |
| 11 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.07% | — | -60.95% | |
| 12 | KRBN | Ks Global Carbon Stratgy ETF | ETF-その他 | 1.79% | — | +0.76% | |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.24% | — | -87.87% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.96% | — | +0.00% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.84% | — | — | |
| 16 | AAPL | Apple INC | 株式-IT | 0.80% | — | +1.38% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.72% | — | -3.92% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | — | +2123.95% | |
| 19 | AMAT | Applied Materials INC | 株式-IT | 0.67% | — | +24.73% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.60% | — | -7.61% | |
| 21 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.60% | — | +3.37% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.59% | — | +7.27% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | — | +13.38% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.51% | — | +15.35% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +4.75% | |
| 26 | IT | Gartner INC | 株式-IT | 0.45% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | -0.48% | |
| 28 | AZO | Autozone INC | 株式-一般消費財 | 0.42% | — | +2.02% | |
| 29 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.40% | — | +11.22% | |
| 30 | ES | Eversource Energy | 株式-公益事業 | 0.37% | — | — | |
| 31 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.36% | — | +0.85% | |
| 32 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.34% | — | +13.00% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | — | -1.35% | |
| 34 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.33% | — | -3.90% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.30% | — | +6.17% | |
| 36 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.29% | — | +1.87% | |
| 37 | SPG | Simon Property Group INC | 株式-不動産 | 0.29% | — | +25.30% | |
| 38 | SILKUSD | Silk Road Medical INC | 株式-その他 | 0.27% | — | +4.57% | |
| 39 | MU | Micron Technology INC | 株式-IT | 0.27% | — | +32.51% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | +27.26% | |
| 41 | UFPI | Ufp Industries INC | 株式-素材 | 0.26% | — | +1.77% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | — | +2.41% | |
| 43 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.25% | — | +4.95% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.25% | — | — | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.24% | — | — | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.23% | — | — | |
| 47 | PYPL | Paypal Holdings INC | 株式-金融 | 0.23% | — | — | |
| 48 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.22% | — | +2.50% | |
| 49 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.22% | — | +26.81% | |
| 50 | SRNE | Sorrento Therapeutics INC | 株式-その他 | 0.21% | — | — |