CIK: 0001799880
申告総資産額
$1.7億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.81% | +0.25% | +1.56% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.86% | -0.72% | +5.93% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.50% | -2.68% | +3.22% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.72% | -1.31% | +3.40% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 3.68% | -1.42% | -4.69% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.52% | +1.69% | +14.60% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 3.50% | +1.38% | +1.32% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.96% | +1.30% | +4.52% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.95% | — | -4.14% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.57% | +1.47% | +2.23% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.14% | +0.47% | +2.86% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.04% | -0.91% | -2.54% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.92% | -1.06% | +4.90% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.89% | +0.35% | +4.39% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.82% | -1.05% | +3.99% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.81% | -1.05% | +3.29% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.70% | -1.03% | +0.03% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.38% | -0.99% | +0.13% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.26% | -1.00% | +2.85% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.22% | — | -11.85% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.21% | +1.85% | +1.27% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.18% | -0.90% | +4.09% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.09% | -0.70% | EXIT | |
| 24 | UBER | Uber Technologies INC | 株式-資本財 | 1.04% | -0.23% | +6.40% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.03% | — | -3.81% | |
| 26 | MBB | Ishares Mbs ETF | ETF-その他 | 0.88% | -0.56% | +0.25% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.82% | -0.54% | +4.82% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.81% | — | +44.29% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | — | +1.79% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.77% | — | +0.92% | |
| 31 | WELL | Welltower INC | 株式-不動産 | 0.74% | — | +11.17% | |
| 32 | SPG | Simon Property Group INC | 株式-不動産 | 0.72% | — | +7.98% | |
| 33 | CAVA | Cava Group INC | 株式-一般消費財 | 0.65% | — | +20.82% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.60% | -0.57% | EXIT | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.57% | — | +2.12% | |
| 36 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.54% | +2.80% | +1.18% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.53% | — | -6.32% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.53% | — | +1.70% | |
| 39 | ALAB | Astera Labs INC | 株式-IT | 0.52% | — | +22.82% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.51% | -0.32% | EXIT | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.50% | -0.44% | EXIT | |
| 42 | CHWY | Chewy INC - Class A | 株式-一般消費財 | 0.48% | -0.23% | EXIT | |
| 43 | MTB | M & T Bank CORP | 株式-金融 | 0.47% | — | +0.37% | |
| 44 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.46% | -0.36% | EXIT | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.46% | — | +5.98% | |
| 46 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.45% | -0.41% | EXIT | |
| 47 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 0.45% | +0.95% | +2.27% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.44% | — | +0.73% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | -1.26% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | — | +0.31% |