CIK: 0002046157
申告総資産額
$5.0億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.95% | -0.45% | -0.44% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 5.46% | -0.32% | +1.24% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 4.38% | +0.21% | +0.99% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.05% | +0.24% | -1.86% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.63% | +0.05% | -0.25% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.24% | +0.06% | +1.78% | |
| 7 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.98% | -0.12% | +7.17% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.90% | +0.13% | -0.43% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.71% | -0.88% | +2.73% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.30% | -0.16% | +4.48% | |
| 11 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 2.27% | -0.11% | +7.22% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.20% | +0.47% | -0.64% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.99% | — | -1.18% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.96% | +0.19% | -0.29% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.95% | -0.01% | +0.43% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.92% | -0.11% | +2.98% | |
| 17 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.69% | -0.08% | +1.05% | |
| 18 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.69% | -0.02% | +0.38% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.68% | -0.09% | +5.49% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.66% | — | -3.46% | |
| 21 | VFH | Vanguard Financials ETF | ETF-その他 | 1.62% | +0.02% | +4.59% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.42% | — | +5.31% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.36% | -0.01% | -0.16% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.28% | — | -0.22% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.24% | +0.01% | +2.23% | |
| 26 | VOX | Vanguard Communication Servi | ETF-その他 | 1.13% | — | +1.28% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.05% | — | -2.82% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.03% | — | -3.06% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 1.01% | +0.17% | -1.18% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.96% | — | +2.16% | |
| 31 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.83% | — | -3.57% | |
| 32 | VDE | Vanguard Energy ETF | ETF-その他 | 0.83% | -0.29% | +1.57% | |
| 33 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 0.80% | — | -12.81% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.79% | — | +2.37% | |
| 35 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.78% | — | +14.02% | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.70% | +0.05% | +3.48% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.69% | +0.01% | -0.46% | |
| 38 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.69% | — | -3.10% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.65% | +0.01% | -0.76% | |
| 40 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.62% | — | -4.42% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | +0.10% | +17.43% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.56% | +0.02% | -1.91% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | -2.49% | |
| 44 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.49% | — | -4.33% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.49% | — | +6.52% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.48% | — | -1.19% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | -5.31% | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.47% | — | +0.09% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.46% | — | -9.04% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | -0.81% |