CIK: 0002040070
申告総資産額
$2.4億
| # | 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 | 17.35% | -0.89% | +7.90% | |
| 2 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 12.61% | — | +2.97% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 10.64% | — | +4.52% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 7.12% | -1.09% | -0.28% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 6.01% | -4.08% | +7.65% | |
| 6 | DIVI | Franklin International Core | ETF-その他 | 5.16% | — | +5.50% | |
| 7 | IHDG | Wisdomtree International Hed | ETF-その他 | 4.64% | — | +6.76% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 4.36% | — | +5.55% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 4.32% | -0.95% | +7.69% | |
| 10 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 3.44% | — | +5.21% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.30% | +0.02% | +5.34% | |
| 12 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 2.11% | +0.02% | +11.22% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.84% | -1.19% | +17.94% | |
| 14 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-その他 | 1.84% | -1.33% | +13.35% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.57% | +0.03% | +6.08% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.46% | -0.16% | -9.29% | |
| 17 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.27% | -0.04% | -2.58% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.90% | -0.15% | +0.33% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | -0.16% | -8.84% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.69% | +0.01% | -12.56% | |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.69% | — | -5.57% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.03% | -2.95% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.51% | +0.02% | +24.42% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.49% | +4.62% | +1.55% | |
| 25 | PNC | Pnc Financial Services Group | 株式-金融 | 0.44% | — | +0.56% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.36% | — | +1.34% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.34% | -0.03% | -7.27% | |
| 28 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 0.31% | +0.05% | +146.67% | |
| 29 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.31% | — | -1.45% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.31% | — | -12.24% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.29% | -0.08% | +17.45% | |
| 32 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.28% | -0.03% | -3.52% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.28% | — | -7.81% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | -0.04% | -3.79% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | -0.02% | +0.87% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | — | -80.00% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.23% | -0.02% | -3.43% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.21% | -0.02% | +1.14% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.21% | -0.03% | -0.64% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.18% | — | -9.63% | |
| 41 | LHX | L3harris Technologies INC | 株式-資本財 | 0.18% | — | +1.60% | |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.16% | — | +1.92% | |
| 43 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.16% | — | +0.30% | |
| 44 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.16% | -0.03% | +2.12% | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.15% | — | — | |
| 46 | AFL | Aflac INC | 株式-金融 | 0.15% | — | -6.23% | |
| 47 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.15% | -0.09% | EXIT | |
| 48 | FITB | Fifth Third Bancorp | 株式-金融 | 0.14% | — | +0.50% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.13% | +0.02% | -1.99% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.13% | -0.05% | — |