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 | 12.64% | -0.70% | +1.82% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 9.54% | -3.05% | +3.10% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 8.90% | -11.03% | +3.64% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.88% | -1.12% | +5.30% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 4.82% | -1.50% | +8.23% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 4.07% | -0.40% | -1.84% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.67% | +0.64% | +3.85% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.72% | -0.58% | +1.38% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.71% | -1.02% | -2.59% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.50% | -0.36% | +3.90% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.05% | +0.61% | +7.18% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.01% | — | -4.20% | |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.95% | -2.35% | EXIT | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.91% | +10.60% | +8.12% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.81% | +0.03% | +7.99% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.54% | -0.51% | +3.38% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.28% | +0.34% | -31.86% | |
| 18 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.23% | — | +1.40% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.20% | — | -0.58% | |
| 20 | PAVE | Global X US Infrastructure | ETF-その他 | 1.18% | — | +5.49% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.10% | -0.21% | +2.56% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.97% | — | -1.18% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.76% | — | -1.88% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | -0.13% | -0.07% | |
| 25 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.58% | — | +1.47% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | — | +0.08% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.52% | — | -9.25% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.52% | +3.06% | -14.79% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | +0.11% | — | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.49% | — | +3.47% | |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.41% | +0.06% | +4.12% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | — | +13.45% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | +0.08% | -6.60% | |
| 35 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.39% | -0.58% | +5.92% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | +5.57% | |
| 37 | IQLT | Ishares Msci International Q | ETF-その他 | 0.34% | — | -39.07% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | +0.22% | -4.20% | |
| 39 | MUFG | Mitsubishi Ufj Finl-spon Adr | 株式-金融 | 0.29% | — | +0.71% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.29% | — | +9.07% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | — | -0.67% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | — | +0.16% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.27% | -0.16% | -0.16% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.27% | — | +2.54% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.27% | — | -7.30% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.26% | — | -0.42% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.10% | -0.63% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.25% | — | +6.84% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.25% | — | -0.15% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.23% | — | +17.35% |