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 | 11.67% | -0.70% | -12.48% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 9.02% | -3.05% | +3.29% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 8.31% | -11.03% | -8.16% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.46% | -1.12% | -7.15% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.51% | — | +64.30% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 4.38% | -1.50% | +18.66% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 4.31% | -0.40% | +11.90% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.38% | +0.64% | +41.16% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.68% | -1.02% | +11.78% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.66% | -0.58% | +1.63% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.09% | -0.36% | +18.76% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.92% | — | +8.20% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.87% | +0.61% | +224.50% | |
| 14 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.83% | +0.34% | -18.99% | |
| 15 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.83% | -2.35% | EXIT | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.70% | +10.60% | +1133.95% | |
| 17 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.59% | +0.03% | -8.97% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.49% | -0.51% | -0.62% | |
| 19 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.17% | — | +11.73% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.17% | — | -1.56% | |
| 21 | PAVE | Global X US Infrastructure | ETF-その他 | 1.16% | — | -0.69% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.01% | -0.21% | +13.56% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.92% | — | +1.00% | |
| 24 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.75% | — | -0.45% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.60% | +3.06% | +1.96% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.57% | — | -1.70% | |
| 27 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.55% | — | — | |
| 28 | IQLT | Ishares Msci International Q | ETF-その他 | 0.55% | — | +12.46% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.54% | — | +3.78% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | +0.11% | +2.80% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | -0.13% | +18.47% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | +4.91% | |
| 33 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.38% | +0.06% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | +0.08% | +22.27% | |
| 35 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.35% | -0.58% | — | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | — | +16.08% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.33% | — | +13.26% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | +15.35% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | +0.22% | +13.48% | |
| 40 | MUFG | Mitsubishi Ufj Finl-spon Adr | 株式-金融 | 0.29% | — | -0.72% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.28% | — | +3.15% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.27% | — | -1.96% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.10% | +25.90% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | -0.16% | +4.52% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.26% | — | +0.31% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.26% | — | +4.10% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | — | +5.45% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.24% | — | +2.42% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.24% | — | +1.68% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.24% | — | +15.75% |