CIK: 0001812853
申告総資産額
$1.7億
上位200銘柄を表示中(全250銘柄)
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 9.23% | +0.38% | +31.07% | |
| 2 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 7.62% | -0.65% | +4.51% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 7.23% | — | +22.88% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 6.61% | +0.05% | +5.59% | |
| 5 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 5.40% | +0.29% | +9.72% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 5.22% | -0.04% | +5.79% | |
| 7 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 4.11% | -0.01% | -3.54% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.45% | — | -0.27% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.32% | +0.21% | +17.70% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.19% | -0.16% | +21.61% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.49% | +0.22% | +30.79% | |
| 12 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.14% | -0.13% | +11.19% | |
| 13 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.09% | +0.07% | +0.71% | |
| 14 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.89% | +0.07% | -4.75% | |
| 15 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.74% | +0.09% | -1.62% | |
| 16 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.67% | -0.46% | -7.27% | |
| 17 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.66% | -0.25% | +40.95% | |
| 18 | XLF | Ss Financial Select Sector | ETF-その他 | 1.47% | +0.08% | +53.01% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.30% | +0.18% | +8.89% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.26% | +0.02% | +57.76% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.16% | — | +13.98% | |
| 22 | COPX | Global X Copper Miners ETF | ETF-その他 | 1.16% | +0.04% | -15.35% | |
| 23 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.04% | +0.08% | -3.71% | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.00% | — | -42.62% | |
| 25 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 0.98% | — | +6.66% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.21% | +18.31% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.81% | +0.08% | +67.75% | |
| 28 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.77% | — | +5.64% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | — | +13.75% | |
| 30 | EWG | Ishares Msci Germany ETF | ETF-その他 | 0.72% | — | +64.45% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.66% | — | -7.79% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.65% | -0.26% | +33.53% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.53% | -0.09% | +10.68% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.51% | -0.10% | +41.18% | |
| 35 | EWU | Ishares Msci United Kingdom | ETF-その他 | 0.50% | — | -69.66% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | -0.14% | +13.14% | |
| 37 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.32% | — | +141.15% | |
| 38 | NOW | Servicenow INC | 株式-IT | 0.31% | -0.16% | +563.11% | |
| 39 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.31% | — | +34968.18% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | +14.94% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | -0.11% | +31.34% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.29% | +0.08% | +1.19% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.29% | — | -4.32% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.28% | — | -41.65% | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.27% | -0.13% | +8.88% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.26% | +0.06% | +157.22% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.26% | — | +81.56% | |
| 48 | LRCX | Lam Research CORP | 株式-IT | 0.25% | — | +1.28% | |
| 49 | COF | Capital One Financial CORP | 株式-金融 | 0.24% | -0.10% | +22.78% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.23% | — | -1.58% |