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 | 9.76% | +0.30% | +47.51% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 7.44% | +0.49% | +415.07% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 5.58% | +0.17% | +46.33% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.18% | +0.12% | — | |
| 5 | DFAI | Dimensional International Co | ETF-その他 | 3.81% | -0.18% | -13.44% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.80% | -0.63% | +1.28% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.44% | +0.32% | -8.35% | |
| 8 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.31% | — | +20.36% | |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.11% | — | +12.46% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.95% | +0.03% | +168.59% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.93% | +0.02% | +4.18% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.89% | +0.20% | +15.39% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.81% | — | +14.62% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.80% | +0.12% | +3.53% | |
| 15 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 2.79% | — | +9.89% | |
| 16 | AGNT | Agnt INC | 株式-その他 | 2.51% | -0.58% | — | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.04% | -0.13% | -46.05% | |
| 18 | DFIV | Dimensional International Va | ETF-その他 | 2.01% | -0.11% | — | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.98% | +0.20% | +10.10% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.90% | +0.07% | +17.60% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.88% | — | -2.73% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.78% | -0.23% | -3.76% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.66% | +0.05% | -0.05% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.54% | +0.04% | +3.14% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 1.23% | +0.10% | -5.32% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | -0.01% | +1.44% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.03% | — | -0.77% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.98% | +0.23% | +2.26% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.88% | — | -3.68% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | +0.16% | +12.30% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.82% | +0.05% | -5.13% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.82% | +0.03% | -1.06% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.81% | -0.25% | +0.51% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | +0.06% | +10.38% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | -0.15% | +7.46% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | — | +1.07% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.72% | +0.10% | +4.62% | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.70% | — | — | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.54% | — | -9.85% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | -21.45% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.43% | — | -85.67% | |
| 42 | PCAR | Paccar INC | 株式-資本財 | 0.42% | — | +0.09% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | -0.16% | +9.14% | |
| 44 | PSX | Phillips 66 | 株式-エネルギー | 0.41% | — | -0.33% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.39% | — | -89.32% | |
| 46 | ASML | ASML Holding N.V. | 株式-IT | 0.38% | +0.14% | +15.02% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | +11.55% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | +0.04% | +0.23% | |
| 49 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.29% | — | -0.44% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.29% | — | -15.87% |