CIK: 0002059349
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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 12.21% | +1.43% | — | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 10.94% | +0.68% | — | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 10.13% | -1.35% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.30% | -0.06% | — | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 6.32% | +0.06% | — | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.95% | -0.60% | — | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.74% | +0.35% | — | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 5.52% | -0.64% | — | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 5.25% | -0.84% | — | |
| 10 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.51% | +0.34% | — | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.33% | -0.03% | — | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.70% | +0.05% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.75% | -0.07% | — | |
| 14 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.74% | +0.12% | — | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.19% | +0.02% | — | |
| 16 | VDE | Vanguard Energy ETF | ETF-その他 | 0.97% | +0.35% | — | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.83% | -0.07% | — | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.81% | +0.04% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | -0.03% | — | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.74% | -0.09% | — | |
| 21 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.59% | +0.08% | — | |
| 22 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.56% | +0.06% | — | |
| 23 | IDV | Ishares International Select | ETF-その他 | 0.55% | +0.02% | — | |
| 24 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.53% | -0.07% | — | |
| 25 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.50% | +0.03% | — | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | — | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | -0.05% | — | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.37% | -0.03% | — | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.36% | -0.04% | — | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | -0.02% | — | |
| 31 | ENB | Enbridge INC | 株式-エネルギー | 0.33% | +0.02% | — | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.28% | +0.03% | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | -0.01% | — | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.23% | -0.02% | — | |
| 35 | VFH | Vanguard Financials ETF | ETF-その他 | 0.21% | -0.03% | — | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.20% | — | — | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.20% | -0.02% | — | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.20% | +0.01% | — | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.19% | — | — | |
| 40 | XSHD | Invesco S&p Smallcap High Di | ETF-その他 | 0.19% | — | — | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.18% | +0.02% | — | |
| 42 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.17% | — | — | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.17% | +0.01% | — | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | +0.04% | — | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.15% | -0.03% | — | |
| 46 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.14% | — | — | |
| 47 | RDIV | Invesco S&p Ultra Dividend | ETF-その他 | 0.13% | +0.01% | — | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.13% | -0.02% | — | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | — | — | |
| 50 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.11% | +0.01% | — |