CIK: 0002035854
申告総資産額
$1.3億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 19.39% | -0.57% | +13.65% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 11.44% | -0.54% | +109.86% | |
| 3 | IDV | Ishares International Select | ETF-その他 | 7.34% | -7.16% | +43.23% | |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 5.43% | +0.06% | +4.41% | |
| 5 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 4.25% | -0.28% | +1.12% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.14% | +2.35% | — | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.94% | -3.94% | EXIT | |
| 8 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.29% | +0.26% | +14.77% | |
| 9 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.00% | -0.33% | -57.47% | |
| 10 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.70% | -0.24% | +5.56% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.45% | -2.45% | EXIT | |
| 12 | GARP | Ishares Msci USA Quality Gar | ETF-その他 | 2.08% | -2.08% | EXIT | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.07% | -0.05% | +37.12% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.01% | +4.40% | — | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.01% | +0.02% | -20.80% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.81% | +0.03% | +4.91% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.55% | +0.07% | +0.04% | |
| 18 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 1.45% | -0.11% | -5.48% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.43% | — | +10.73% | |
| 20 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 1.18% | -0.05% | -3.48% | |
| 21 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.17% | +0.37% | +32.59% | |
| 22 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 1.10% | — | +8.14% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.10% | -0.03% | +2.71% | |
| 24 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.99% | +0.01% | -3.27% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.86% | -0.08% | -70.44% | |
| 26 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.79% | +0.04% | +5.04% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.77% | -0.03% | -5.88% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.70% | -0.11% | -3.23% | |
| 29 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.69% | -0.18% | -10.56% | |
| 30 | ESG | Flexshares Stoxx US Esg Sele | ETF-その他 | 0.68% | -0.16% | -2.21% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | — | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.63% | — | +6.47% | |
| 33 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 0.54% | +0.02% | +38.14% | |
| 34 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.51% | +0.02% | — | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.49% | -0.01% | -9.40% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.49% | -0.05% | +5.03% | |
| 37 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.46% | -0.01% | — | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.22% | — | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.41% | -0.03% | -6.97% | |
| 40 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.39% | -0.39% | EXIT | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.36% | -0.05% | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | -0.05% | — | |
| 43 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.33% | — | — | |
| 44 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.29% | -0.12% | -44.90% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.28% | — | +13.28% | |
| 46 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 0.28% | -0.01% | -9.73% | |
| 47 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.27% | — | — | |
| 48 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 0.20% | +0.09% | +9.47% | |
| 49 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.20% | +0.02% | — | |
| 50 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 0.15% | -0.15% | EXIT |