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 | 9.66% | +0.30% | +3.34% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 6.97% | +0.49% | -0.73% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 5.17% | +0.17% | +3.50% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 4.39% | +0.12% | +1.49% | |
| 5 | DFAI | Dimensional International Co | ETF-その他 | 3.99% | -0.18% | +1.96% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.83% | -0.63% | +0.18% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.53% | — | +5.86% | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.32% | — | +5.94% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.18% | +0.32% | -2.12% | |
| 10 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 3.00% | — | +6.37% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.98% | +0.02% | +6.29% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.96% | — | +4.67% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.95% | +0.03% | +1.84% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.76% | +0.20% | +3.02% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.34% | +0.12% | +8.49% | |
| 16 | DFIV | Dimensional International Va | ETF-その他 | 2.18% | -0.11% | +2.00% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.14% | -0.13% | +0.31% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.04% | +0.20% | +0.44% | |
| 19 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.01% | +0.07% | +1.18% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.78% | — | -1.26% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.75% | +0.04% | +20.75% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.73% | +0.05% | +11.11% | |
| 23 | AGNT | Agnt INC | 株式-その他 | 1.66% | -0.58% | -0.30% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.33% | -0.23% | -3.76% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 1.21% | +0.23% | -0.36% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.07% | — | +4.73% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.03% | -0.25% | +0.98% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | -0.01% | -0.02% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 1.00% | +0.10% | -2.31% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | +7.57% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | +0.06% | +25.43% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.90% | -0.15% | +1.99% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | +0.16% | +9.59% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.82% | +0.05% | +3.64% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.80% | +0.03% | +0.91% | |
| 36 | VTV | Vanguard Value ETF | ETF-その他 | 0.76% | +0.10% | +2.89% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.68% | — | -13.52% | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.68% | — | +5.65% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | -0.16% | +1.98% | |
| 40 | PSX | Phillips 66 | 株式-エネルギー | 0.58% | — | +0.87% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.52% | — | +0.04% | |
| 42 | ASML | ASML Holding N.V. | 株式-IT | 0.48% | +0.14% | +2.41% | |
| 43 | PCAR | Paccar INC | 株式-資本財 | 0.45% | — | +0.14% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.44% | — | +0.79% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.38% | — | -3.07% | |
| 46 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.37% | — | -3.51% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | — | +8.19% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.32% | — | +0.39% | |
| 49 | DE | Deere & Co | 株式-資本財 | 0.32% | — | +0.33% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.30% | — | -4.19% |