CIK: 0001887441
申告総資産額
$3.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 14.07% | +0.88% | -1.17% | |
| 2 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 13.78% | -0.13% | -0.73% | |
| 3 | IQLT | Ishares Msci International Q | ETF-その他 | 8.32% | -0.14% | -1.79% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.45% | +0.01% | -0.05% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 5.83% | -4.63% | +0.04% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.76% | -0.11% | -0.30% | |
| 7 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 4.66% | -0.03% | +0.34% | |
| 8 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 4.08% | — | -0.96% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 3.87% | — | +0.59% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 3.86% | — | +0.36% | |
| 11 | AVMV | Avantis US Mid Cap Val ETF | ETF-その他 | 3.40% | +0.83% | +0.80% | |
| 12 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 3.04% | +0.02% | -0.71% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.20% | +1.04% | -0.75% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 2.16% | -0.03% | -1.25% | |
| 15 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 2.03% | — | -1.18% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.92% | +0.85% | +1.20% | |
| 17 | CDNS | Cadence Design Sys INC | 株式-IT | 1.20% | +0.22% | — | |
| 18 | AAPL | Apple INC | 株式-IT | 1.16% | +0.06% | +0.17% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.13% | +0.14% | -10.20% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.85% | +0.01% | -0.57% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | +0.06% | -2.71% | |
| 22 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.73% | +0.12% | +0.83% | |
| 23 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.63% | -0.08% | -0.81% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | +0.06% | -0.08% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | -0.01% | -1.02% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.37% | -0.04% | -0.38% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.35% | +0.02% | -0.18% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.33% | — | +0.17% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.29% | +0.01% | -0.91% | |
| 30 | ETN | Eaton Corporation plc | 株式-資本財 | 0.28% | +0.02% | — | |
| 31 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.25% | — | — | |
| 32 | AMD | Advanced Micro Devices | 株式-IT | 0.24% | +0.37% | -0.35% | |
| 33 | MO | Altria Group INC | 株式-生活必需品 | 0.23% | — | -0.08% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.21% | +0.01% | +0.89% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.21% | — | -0.23% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | +0.01% | -0.11% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | — | -0.06% | |
| 38 | AMP | Ameriprise Financial INC | 株式-金融 | 0.20% | +0.01% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.19% | — | -2.12% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.19% | — | — | |
| 41 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.17% | — | -0.13% | |
| 42 | NTNX | Nutanix INC - A | 株式-IT | 0.17% | +0.03% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.17% | +0.03% | +0.39% | |
| 44 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.17% | — | — | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.16% | -0.03% | — | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.15% | — | +1.45% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.14% | -0.04% | +0.15% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | +0.01% | +0.08% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.14% | — | +0.72% | |
| 50 | DELL | Dell Technologies -c | 株式-IT | 0.13% | +0.19% | +0.15% |