CIK: 0002052588
申告総資産額
$1.8億
| # | 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 | 7.68% | +0.30% | -5.36% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.61% | -0.63% | +25.85% | |
| 3 | DFAI | Dimensional International Co | ETF-その他 | 4.59% | -0.18% | +19.05% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.43% | — | +57.45% | |
| 5 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.33% | -0.13% | +18.05% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.11% | +0.32% | -10.80% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.89% | — | +18.87% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.88% | +0.02% | -1.04% | |
| 9 | AGNT | Agnt INC | 株式-その他 | 3.72% | -0.58% | -0.07% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 3.40% | +0.17% | +4.56% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.23% | — | +53.87% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.18% | — | +54.75% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.13% | — | +51.06% | |
| 14 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 3.08% | — | +56.54% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.82% | — | +1.71% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.76% | +0.20% | +22.99% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 2.48% | +0.12% | -1.23% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.92% | +0.20% | +26.11% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.89% | — | +23.28% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.79% | +0.05% | -4.72% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.70% | +0.07% | +24.71% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.61% | — | -9.07% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.58% | -0.15% | -0.65% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.58% | -0.23% | +75.95% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.38% | +0.03% | -9.18% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 1.19% | +0.04% | +24.65% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 1.16% | +0.10% | -22.63% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | -0.01% | -0.77% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.09% | +0.05% | -4.51% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 1.09% | — | -4.91% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.02% | -0.25% | +0.52% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.96% | +0.03% | -10.78% | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.90% | +0.49% | +31.45% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.90% | +0.10% | -12.08% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | — | +2.90% | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.74% | +0.23% | +10.35% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | +0.06% | +3.22% | |
| 38 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.71% | — | -25.48% | |
| 39 | PSX | Phillips 66 | 株式-エネルギー | 0.55% | — | -4.20% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.55% | — | -1.48% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.54% | — | -8.65% | |
| 42 | PCAR | Paccar INC | 株式-資本財 | 0.54% | — | -0.87% | |
| 43 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.54% | — | -13.17% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.49% | +0.16% | -8.13% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | -0.16% | +1.19% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.41% | — | -5.58% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +1.19% | |
| 48 | WM | Waste Management INC | 株式-資本財 | 0.39% | — | -3.76% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | +2.55% | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.32% | — | — |