CIK: 0001799581
申告総資産額
$5842.4万
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 19.87% | — | +9.61% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.48% | — | +8.47% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.20% | — | +9.75% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.15% | — | +9.21% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.93% | — | +35.08% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.68% | — | +9.56% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 2.65% | — | +8.39% | |
| 8 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.51% | — | -1.73% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.49% | — | +6.16% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.20% | — | +5.40% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.87% | — | +18.55% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.76% | — | +8.40% | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.73% | — | +21.01% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.62% | — | +9.15% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.56% | — | +9.26% | |
| 16 | LMBS | First Trust Low Duration Opp | ETF-その他 | 1.54% | — | +8.27% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.52% | — | +18.42% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.50% | — | -25.79% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.33% | — | +15.95% | |
| 20 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.10% | — | +6.24% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | — | +59.38% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.03% | — | — | |
| 23 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.94% | — | — | |
| 24 | ✓ | Ishares Tr | 株式-その他 | 0.89% | — | -37.66% | |
| 25 | SUB | Ishares Short-term National | ETF-その他 | 0.88% | — | -6.94% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.87% | — | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.76% | — | -34.34% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.73% | — | +18.80% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.71% | — | +59.37% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.67% | — | +58.94% | |
| 31 | XLF | Ss Financial Select Sector | ETF-その他 | 0.66% | — | — | |
| 32 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.64% | — | — | |
| 33 | AMT | American Tower CORP | 株式-不動産 | 0.63% | — | +58.76% | |
| 34 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-その他 | 0.61% | — | — | |
| 35 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.61% | — | +58.33% | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.60% | — | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | — | +60.11% | |
| 38 | CSGP | Costar Group INC | 株式-不動産 | 0.56% | — | +60.19% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.56% | — | +20.46% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.54% | — | +59.08% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | — | +61.48% | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.53% | — | — | |
| 43 | LDOS | Leidos Holdings INC | 株式-IT | 0.53% | — | -16.02% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.52% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +59.64% | |
| 46 | DG | Dollar General CORP | 株式-生活必需品 | 0.50% | — | — | |
| 47 | MASI* | Masimo CORP | 株式-その他 | 0.49% | — | +59.97% | |
| 48 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.48% | — | +18.58% | |
| 49 | GPN | Global Payments INC | 株式-資本財 | 0.48% | — | +58.80% | |
| 50 | EA | Electronic Arts INC | 株式-通信サービス | 0.47% | — | +20.29% |