CIK: 0002090165
申告総資産額
$9903.0万
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.90% | -0.22% | — | |
| 2 | SUB | Ishares Short-term National | ETF-その他 | 6.24% | +0.12% | — | |
| 3 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.99% | +0.65% | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.35% | -0.31% | — | |
| 5 | AAPL | Apple INC | 株式-IT | 4.19% | -0.39% | — | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.42% | — | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.27% | -0.75% | — | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.69% | -0.44% | — | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.87% | -0.35% | — | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.84% | — | — | |
| 11 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.77% | +0.08% | — | |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.68% | — | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.57% | — | — | |
| 14 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.53% | +0.14% | — | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.51% | -0.12% | — | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.50% | -0.18% | — | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.40% | — | — | |
| 18 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.40% | +0.41% | — | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | — | — | |
| 20 | IDV | Ishares International Select | ETF-その他 | 1.21% | +0.06% | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.17% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.11% | — | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.07% | — | — | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.00% | -0.24% | — | |
| 25 | FISV | Fiserv INC | 株式-その他 | 1.00% | — | — | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.93% | — | — | |
| 27 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.88% | +0.22% | — | |
| 28 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.84% | — | — | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | -0.12% | — | |
| 30 | XTEAX | Tortoise Sust&social Imp Ter | 株式-その他 | 0.81% | — | — | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | +0.08% | — | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | — | — | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.76% | — | — | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.75% | +0.11% | — | |
| 35 | AXP | American Express Co | 株式-金融 | 0.75% | -0.11% | — | |
| 36 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.73% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | — | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | — | — | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.70% | — | — | |
| 40 | ITM | Vaneck Intermediate Muni ETF | ETF-その他 | 0.66% | — | — | |
| 41 | IAT | Ishares US Regional Banks Et | ETF-その他 | 0.65% | — | — | |
| 42 | PLD | Prologis INC | 株式-不動産 | 0.65% | — | — | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.65% | — | — | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | +0.15% | — | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.62% | -0.13% | — | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | — | |
| 47 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.60% | -0.22% | EXIT | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | -0.23% | EXIT | |
| 49 | FNB | Fnb CORP | 株式-金融 | 0.58% | — | — | |
| 50 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.56% | — | — |