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 | 17.16% | -0.57% | +0.12% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 7.15% | -0.33% | +0.16% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.79% | -2.45% | EXIT | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 5.46% | -0.54% | +4.13% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 5.36% | +0.06% | +2.30% | |
| 6 | IDV | Ishares International Select | ETF-その他 | 4.89% | -7.16% | — | |
| 7 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 4.56% | -0.39% | EXIT | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.31% | — | — | |
| 9 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 4.23% | -0.28% | -2.59% | |
| 10 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 4.12% | — | — | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.05% | -0.08% | -1.37% | |
| 12 | GVI | Ishares Intermediate Governm | ETF-その他 | 2.95% | +0.26% | +9.74% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.61% | +0.02% | -8.68% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.58% | -0.24% | -0.24% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.82% | +0.03% | +8.49% | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.60% | +0.07% | -0.90% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.56% | -0.05% | +18.59% | |
| 18 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 1.52% | -0.11% | -1.46% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.31% | — | -8.17% | |
| 20 | EUSA | Ishares Msci USA Equal Weigh | ETF-その他 | 1.25% | -0.05% | -3.41% | |
| 21 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 1.05% | — | +2.95% | |
| 22 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 1.05% | +0.01% | -0.24% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.03% | -0.03% | -0.29% | |
| 24 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.91% | +0.37% | +11.62% | |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.84% | -0.03% | +3.42% | |
| 26 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.79% | -0.18% | -4.30% | |
| 27 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.78% | +0.04% | +16.65% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.71% | -0.11% | -7.86% | |
| 29 | ESG | Flexshares Stoxx US Esg Sele | ETF-その他 | 0.70% | -0.16% | -2.51% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.68% | — | — | |
| 31 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.59% | — | -2.89% | |
| 32 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.55% | -0.12% | -15.57% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.55% | -0.01% | -1.27% | |
| 34 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.49% | +0.02% | — | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.45% | -0.03% | +3.79% | |
| 36 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 0.40% | +0.02% | +28.64% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.22% | — | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.40% | -0.05% | — | |
| 39 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.39% | -0.01% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.37% | -0.05% | — | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | -0.05% | -9.40% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.33% | — | — | |
| 43 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 0.32% | -0.01% | — | |
| 44 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.27% | — | +0.60% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.26% | — | — | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.20% | +0.02% | — | |
| 47 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 0.19% | +0.09% | — | |
| 48 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.19% | — | — | |
| 49 | CLX | Clorox Company | 株式-生活必需品 | 0.16% | — | — | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.16% | — | — |