CIK: 0001835252
申告総資産額
$4.4億
| # | 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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 13.23% | -0.70% | — | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 10.04% | -1.12% | — | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 9.85% | -11.03% | — | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 9.74% | -3.05% | +10.83% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.00% | — | — | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.35% | +0.64% | — | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 3.26% | -1.50% | +2195.10% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.91% | -0.58% | +104.49% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.83% | -0.40% | +9.15% | |
| 10 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.59% | +0.34% | -15.30% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.58% | -1.02% | +35.05% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.93% | +0.03% | +1438.65% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | — | +2.06% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.62% | -0.51% | -39.01% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.56% | -0.36% | +122.34% | |
| 16 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.43% | — | +132.13% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.35% | — | -5.57% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.28% | — | — | |
| 19 | PAVE | Global X US Infrastructure | ETF-その他 | 1.22% | — | — | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 1.00% | — | -77.74% | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.87% | — | -0.13% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.83% | -0.21% | +45.58% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.74% | +0.61% | -83.58% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.73% | +3.06% | -86.35% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.66% | — | -84.57% | |
| 26 | IQLT | Ishares Msci International Q | ETF-その他 | 0.60% | — | -92.82% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.56% | — | -0.81% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | +0.11% | +10.44% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | +118.07% | |
| 30 | MSOS | Advisorshares Pure US Cann | ETF-その他 | 0.36% | — | — | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.32% | — | +16.73% | |
| 32 | MUFG | Mitsubishi Ufj Finl-spon Adr | 株式-金融 | 0.31% | — | -19.33% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.30% | — | -92.84% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.29% | — | +0.24% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | — | +0.28% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | +0.22% | -15.44% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | +56.66% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.28% | -0.16% | -10.49% | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.27% | — | -66.86% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.27% | — | -97.35% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | +0.08% | +42.88% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | +26.54% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.24% | — | +2.09% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.24% | — | +34.68% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.23% | -0.13% | +143.33% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | +0.10% | +69.30% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.23% | — | -1.93% | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.22% | — | +0.19% | |
| 49 | ALV | Autoliv INC | 株式-一般消費財 | 0.21% | — | -40.62% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.21% | — | +288.23% |