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 | 7.24% | +0.30% | +0.53% | |
| 2 | DFAI | Dimensional International Co | ETF-その他 | 4.70% | -0.18% | +4.90% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 4.21% | -0.63% | +12.02% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.17% | -0.13% | +4.81% | |
| 5 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 4.16% | +0.17% | +7.49% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.11% | +0.32% | -2.64% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.00% | — | +3.70% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.96% | — | -6.62% | |
| 9 | AGNT | Agnt INC | 株式-その他 | 3.31% | -0.58% | — | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.30% | — | +8.53% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 3.24% | +0.12% | -1.56% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.15% | +0.02% | +1.11% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.11% | — | +6.65% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.09% | — | +7.95% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.95% | +0.20% | +4.44% | |
| 16 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 2.85% | — | +7.76% | |
| 17 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.75% | — | +2.55% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 2.71% | -0.23% | +14.75% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.11% | — | +10.98% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.01% | +0.20% | +6.28% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.76% | +0.07% | +5.53% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.75% | +0.05% | -3.55% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.68% | +0.04% | -0.95% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.58% | +0.49% | +19.31% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 1.44% | +0.10% | -12.36% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.21% | +0.03% | -4.17% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | -0.01% | -0.44% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.18% | — | -6.22% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 1.00% | — | -9.99% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.95% | +0.05% | -5.14% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.93% | -0.25% | +0.51% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.91% | +0.03% | -2.17% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.89% | +0.23% | +0.70% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | -0.15% | -0.51% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | +0.06% | +9.87% | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.75% | +0.10% | +3.07% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | -0.11% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.67% | — | +17.32% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.66% | — | -1.84% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | +0.16% | +0.65% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.54% | — | +0.16% | |
| 42 | PSX | Phillips 66 | 株式-エネルギー | 0.48% | — | -1.89% | |
| 43 | PCAR | Paccar INC | 株式-資本財 | 0.43% | — | -8.98% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | — | +2.60% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | -0.16% | +1.51% | |
| 46 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.39% | — | -12.02% | |
| 47 | ASML | ASML Holding N.V. | 株式-IT | 0.33% | +0.14% | -0.78% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.33% | — | -3.18% | |
| 49 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.33% | — | +7.04% | |
| 50 | WM | Waste Management INC | 株式-資本財 | 0.31% | — | -0.44% |