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 | 11.91% | -0.70% | +4.16% | |
| 2 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 10.53% | -11.03% | +24.63% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 10.29% | -3.05% | +13.58% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 9.62% | -1.12% | +23.64% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 4.06% | -1.50% | -14.41% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.43% | +0.64% | -7.31% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.66% | -0.36% | +21.27% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.57% | -0.58% | +2.11% | |
| 9 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 2.03% | -2.35% | EXIT | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.01% | — | +16.77% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.84% | -0.40% | -43.36% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.80% | +10.60% | -0.36% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.76% | +0.61% | -19.53% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.70% | +0.03% | +7.60% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.61% | -0.21% | +50.20% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.59% | +0.34% | +20.20% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.44% | -0.51% | +4.13% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.43% | -1.02% | -39.94% | |
| 19 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.10% | — | +3.08% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.05% | — | -7.36% | |
| 21 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.88% | -0.58% | +89.79% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.82% | — | -5.07% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.72% | — | -3.06% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | -0.13% | +66.23% | |
| 25 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.59% | — | +1.03% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | +0.11% | +2.11% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.51% | +3.06% | -3.51% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.51% | — | -0.10% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.49% | — | -9.55% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.46% | -0.68% | +253.12% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | +8.55% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.44% | — | +25.85% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | — | +1.01% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | +4.03% | |
| 35 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.41% | +0.06% | -1.64% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | +0.08% | +16.82% | |
| 37 | MUFG | Mitsubishi Ufj Finl-spon Adr | 株式-金融 | 0.33% | — | -1.22% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | — | +11.90% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | +0.22% | +13.94% | |
| 40 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.31% | — | +62.31% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | — | +2.54% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.27% | — | +5.10% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.10% | -6.63% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.26% | — | +113.83% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.26% | -0.16% | -0.80% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.25% | — | -3.17% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.24% | — | +13.36% | |
| 48 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.24% | — | +33.42% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.24% | — | +12.54% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.22% | — | +2.28% |