CIK: 0001958491
申告総資産額
$2.1億
| # | 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 13.69% | +0.99% | +0.72% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 8.39% | -0.10% | +0.23% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.39% | +0.41% | +0.45% | |
| 4 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-その他 | 5.19% | -0.26% | -2.28% | |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.80% | -0.16% | -4.42% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.73% | — | -1.64% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.71% | -0.14% | +1.48% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.25% | +0.02% | +1.00% | |
| 9 | AAPL | Apple INC | 株式-IT | 4.19% | +0.11% | -0.80% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.02% | -0.11% | +3.53% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 3.85% | +0.31% | +0.20% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.95% | +0.08% | -1.01% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.78% | +0.10% | +1.01% | |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.64% | -0.11% | -3.79% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.51% | +0.09% | +0.22% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.39% | — | +3.16% | |
| 17 | ELV | Elevance Health INC | 株式-ヘルスケア | 1.92% | +0.10% | +3.44% | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 1.72% | -0.35% | +0.12% | |
| 19 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.63% | — | -0.41% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | +0.08% | — | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.05% | +5.36% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.19% | +0.07% | -0.57% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | -0.10% | +2.61% | |
| 24 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.84% | +0.03% | -2.15% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.81% | -0.10% | +0.83% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | +0.03% | +0.10% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.68% | +0.12% | -13.43% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | +0.06% | — | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | +0.04% | +1.31% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | — | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.45% | — | -1.55% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.44% | +0.06% | -3.20% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | +0.15% | +0.18% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | +5.69% | |
| 35 | BX | Blackstone INC | 株式-金融 | 0.38% | — | — | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.38% | — | +0.40% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | — | +13.20% | |
| 38 | MMI | Marcus & Millichap INC | 株式-その他 | 0.31% | — | +2.88% | |
| 39 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.31% | — | +7.53% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | -2.79% | |
| 41 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 0.25% | — | +7.85% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.25% | — | -4.78% | |
| 43 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.24% | — | -17.86% | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.23% | +0.04% | -2.95% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.23% | — | — | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | +0.09% | — | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.23% | +0.14% | NEW | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.22% | +0.10% | NEW | |
| 49 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.21% | +0.03% | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.20% | — | — |