CIK: 0001911470
申告総資産額
$1.0億
| # | 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 | 16.79% | — | +2.86% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-その他 | 7.04% | -0.05% | -10.71% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.63% | -0.03% | +3.13% | |
| 4 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 6.54% | — | +1.03% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.53% | +0.16% | -0.03% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 4.03% | — | -2.16% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.01% | — | -1.14% | |
| 8 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 3.81% | +0.28% | -0.04% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.49% | -0.33% | -0.94% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.45% | — | -17.11% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.17% | +0.26% | -0.38% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.02% | +0.11% | +0.59% | |
| 13 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 2.83% | +0.13% | +0.86% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.96% | — | +0.93% | |
| 15 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.87% | — | -6.77% | |
| 16 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.75% | — | +3.98% | |
| 17 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.14% | — | -18.97% | |
| 18 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 1.04% | — | +4.41% | |
| 19 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.00% | +0.12% | -5.87% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.92% | +0.05% | -0.04% | |
| 21 | ROBO | Robo Global Robotics And Aut | ETF-その他 | 0.90% | — | +5.07% | |
| 22 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.63% | +0.03% | -1.35% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.62% | — | +6.83% | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 0.62% | +0.07% | +6.70% | |
| 25 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.61% | — | — | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | — | +200.00% | |
| 27 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.58% | — | +0.57% | |
| 28 | WMB | Williams Cos INC | 株式-エネルギー | 0.56% | +0.22% | NEW | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.55% | +0.17% | -2.93% | |
| 30 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.53% | — | -1.83% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.51% | — | +0.43% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.48% | — | +6.66% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.48% | +0.20% | NEW | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.14% | +0.79% | |
| 35 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.44% | — | +0.23% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | -1.70% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.42% | — | +0.20% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.40% | +0.10% | +26.61% | |
| 39 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.40% | — | +4.18% | |
| 40 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.39% | — | +0.45% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.39% | — | -10.83% | |
| 42 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.38% | -0.07% | +0.25% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.37% | — | +6.18% | |
| 44 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 0.36% | — | +0.20% | |
| 45 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.35% | +0.17% | +23.15% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.33% | — | -1.44% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.32% | — | +1.98% | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.32% | — | +1.31% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.30% | — | -2.29% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | — | +14.16% |