CIK: 0001908169
申告総資産額
$2.2億
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 12.62% | -0.66% | +4.36% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.28% | +0.22% | +2.65% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 7.81% | +0.10% | +2.57% | |
| 4 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 5.61% | -0.01% | +4.09% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 5.00% | -0.04% | +3.67% | |
| 6 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 4.57% | +0.13% | +10.32% | |
| 7 | SCHR | Schwab Intermediate-term US | ETF-その他 | 4.33% | +0.01% | +0.03% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 4.26% | -0.38% | +5.05% | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 3.90% | +0.14% | +11.06% | |
| 10 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.79% | -0.41% | -7.44% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.32% | +0.02% | -2.00% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.21% | -0.02% | +4.12% | |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.17% | +0.19% | +2.65% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.13% | -0.16% | -0.31% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.80% | +1.26% | +35.81% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.80% | -0.05% | +1.73% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.63% | — | -0.94% | |
| 18 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 2.60% | -0.07% | +8.70% | |
| 19 | USTB | Victoryshares Short-term Bon | ETF-その他 | 2.07% | +0.29% | +2.86% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.48% | -0.08% | -0.57% | |
| 21 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.30% | +0.16% | +7.56% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.13% | -0.05% | -8.74% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.12% | -0.13% | — | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.93% | +0.04% | +0.01% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.86% | -0.06% | — | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.75% | -0.01% | — | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.53% | -0.09% | -0.19% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.50% | +0.01% | -0.06% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.43% | +0.02% | -0.15% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.40% | +0.01% | — | |
| 31 | AAPL | Apple INC | 株式-IT | 0.38% | -0.02% | +7.13% | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.38% | — | -9.18% | |
| 33 | DFAI | Dimensional International Co | ETF-その他 | 0.37% | — | — | |
| 34 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.34% | — | -1.49% | |
| 35 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.32% | -0.04% | — | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.25% | -0.03% | +0.34% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.23% | +0.02% | +0.09% | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.22% | -0.01% | — | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.22% | +0.02% | -0.02% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.20% | -0.01% | -0.83% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | -0.02% | -0.61% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.20% | — | -0.07% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | +0.08% | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | -0.01% | — | |
| 45 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.15% | — | +1.31% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | -0.02% | -0.49% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.14% | +0.02% | — | |
| 48 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.13% | — | +0.20% | |
| 49 | IYF | Ishares US Financials ETF | ETF-その他 | 0.13% | -0.01% | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.11% | — | -2.63% |