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 | 19.13% | — | +2.43% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.03% | +0.16% | +7.42% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.97% | -0.03% | +384.63% | |
| 4 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 4.08% | +0.28% | +5.38% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.75% | -0.33% | -2.74% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.59% | — | +8.83% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.84% | — | +17.86% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.74% | — | +11.58% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.50% | -0.06% | +18.33% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.47% | -0.04% | — | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.17% | -0.05% | -12.74% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 2.01% | +0.02% | — | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.98% | +0.26% | +1.72% | |
| 14 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 1.59% | — | +7.14% | |
| 15 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.54% | +0.13% | +7.84% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.45% | +0.11% | -46.93% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.39% | — | +15.55% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.11% | +0.05% | -3.32% | |
| 19 | HACK | Amplify Cybersecurity ETF | ETF-その他 | 0.99% | — | — | |
| 20 | XLE | Ss Energy Select Sector | ETF-その他 | 0.99% | — | +19.65% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.94% | -0.15% | +0.09% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.82% | +0.03% | +3.64% | |
| 23 | ROBO | Robo Global Robotics And Aut | ETF-その他 | 0.81% | — | +4.40% | |
| 24 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.76% | +0.12% | -7.91% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.74% | — | +0.65% | |
| 26 | WMB | Williams Cos INC | 株式-エネルギー | 0.67% | +0.22% | NEW | |
| 27 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.66% | — | -66.87% | |
| 28 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.62% | — | -1.20% | |
| 29 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.58% | — | -32.62% | |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.58% | — | +12.15% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.55% | — | +1.70% | |
| 32 | MO | Altria Group INC | 株式-生活必需品 | 0.54% | +0.07% | +0.07% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.54% | +0.10% | +7.28% | |
| 34 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.54% | +0.03% | -1.80% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.53% | +0.17% | +36.01% | |
| 36 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.53% | — | +0.86% | |
| 37 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.52% | — | — | |
| 38 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.52% | -0.22% | EXIT | |
| 39 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.51% | +0.29% | +17.39% | |
| 40 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.51% | -0.22% | +36.68% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | +0.43% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.49% | +0.24% | NEW | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.14% | -0.46% | |
| 44 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.45% | — | -1.02% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | +0.57% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.43% | — | +4.82% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | — | +14.09% | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.42% | — | +17.56% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.40% | +0.17% | +5.00% | |
| 50 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.40% | — | +10.00% |