CIK: 0001802743
申告総資産額
$2.4億
上位200銘柄を表示中（全247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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.19% | — | -0.88% | |
| 2 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 9.84% | -0.26% | +3.15% | |
| 3 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 5.12% | — | +1.20% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.25% | — | -0.71% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.96% | -0.15% | -0.51% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.53% | — | +0.01% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.56% | +0.12% | +0.56% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.52% | -0.26% | -3.82% | |
| 9 | PAXS | Pimco Access Income Fund | 株式-その他 | 2.31% | — | +2.46% | |
| 10 | PDO | Pimco Dynamic Income Opport | 株式-その他 | 2.27% | — | +2.23% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.93% | — | +0.34% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.91% | — | +0.97% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.76% | — | +0.60% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.69% | — | +1.87% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.66% | — | -13.22% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.45% | — | +6.28% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.42% | — | -3.57% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.10% | — | +4.22% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.02% | — | +7.85% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | +0.25% | +3.57% | |
| 21 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.89% | — | -4.90% | |
| 22 | FIDI | Fidelity Intl Hi Div ETF | ETF-その他 | 0.88% | — | -2.28% | |
| 23 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 0.84% | — | -0.16% | |
| 24 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.77% | — | -0.08% | |
| 25 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.77% | — | -17.02% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.12% | -0.57% | |
| 27 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.70% | — | -18.22% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.68% | — | +97.43% | |
| 29 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.67% | — | +10.75% | |
| 30 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 0.63% | — | -33.65% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.62% | -0.23% | -2.66% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.12% | +0.05% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | — | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | +0.26% | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.55% | — | -1.29% | |
| 36 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.55% | — | -27.53% | |
| 37 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.55% | — | +1.89% | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.54% | — | +11.15% | |
| 39 | BX | Blackstone INC | 株式-金融 | 0.53% | — | +0.25% | |
| 40 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.51% | — | -38.19% | |
| 41 | PRU | Prudential Financial INC | 株式-金融 | 0.49% | — | +0.41% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.49% | — | +6.18% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.47% | — | +1.09% | |
| 44 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.47% | — | +1.14% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | — | -1.10% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.45% | — | +1.68% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.25% | +8.85% | |
| 48 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.40% | — | +6.82% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.40% | — | +0.24% | |
| 50 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.38% | — | +0.11% |