CIK: 0001802098
申告総資産額
$1.8億
| # | 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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.49% | — | +4.55% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 8.48% | -1.74% | +8.97% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.26% | -0.99% | -0.80% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.97% | -1.56% | +4.18% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.88% | -1.01% | +0.35% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.18% | -0.52% | +1.41% | |
| 7 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.76% | -0.80% | -3.77% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.52% | -0.63% | +56.48% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-その他 | 3.43% | -0.58% | +25.63% | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-その他 | 3.31% | -0.06% | -26.95% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.16% | -0.39% | +6.09% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.05% | -0.76% | -4.19% | |
| 13 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.88% | — | -8.52% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.87% | -0.19% | +16.82% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.39% | -1.12% | -29.17% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.33% | -0.40% | +4.35% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.93% | -0.21% | +25.54% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.85% | -0.19% | +16.82% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.84% | +0.07% | -4.51% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | -0.04% | +10.02% | |
| 21 | XLF | Ss Financial Select Sector | ETF-その他 | 1.50% | — | -11.21% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.31% | — | +11.06% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.31% | +2.49% | +29.79% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.03% | — | -3.63% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.01% | -0.62% | +11.70% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.92% | — | +10.72% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.91% | — | -3.82% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.85% | — | — | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.74% | — | -0.32% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.65% | -0.23% | +0.25% | |
| 31 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.65% | — | — | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.64% | -0.03% | -2.35% | |
| 33 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.64% | — | +2.27% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | -0.18% | EXIT | |
| 35 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.50% | — | +4.98% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.50% | — | +27.77% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.47% | +0.18% | -16.64% | |
| 38 | BX | Blackstone INC | 株式-金融 | 0.45% | +0.01% | — | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | — | -12.13% | |
| 40 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.41% | — | — | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | — | +16.32% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.35% | — | — | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.34% | -0.14% | +6.99% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.33% | -0.14% | +16.08% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | -10.77% | |
| 46 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.32% | — | — | |
| 47 | PBD | Invesco Global Clean Energy | ETF-その他 | 0.31% | -0.37% | — | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | +0.01% | +22.88% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | — | — | |
| 50 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.27% | -0.18% | EXIT |