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 | 5.39% | -0.22% | +6.08% | |
| 2 | SUB | Ishares Short-term National | ETF-その他 | 4.77% | +0.12% | +6.39% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.28% | -0.31% | +19.74% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.68% | -0.39% | +10.50% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.27% | -0.35% | +109.99% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.25% | -0.44% | +50.56% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 3.06% | +0.41% | +141.35% | |
| 8 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 3.01% | +0.65% | -16.99% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.77% | -0.75% | +4.51% | |
| 10 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 2.42% | +0.52% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.88% | — | +4.40% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.84% | — | +22.07% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.65% | — | +16.57% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.64% | — | -33.18% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.53% | +0.14% | +29.61% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.48% | -0.12% | +3.64% | |
| 17 | IDV | Ishares International Select | ETF-その他 | 1.43% | +0.06% | +15.35% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.42% | -0.18% | -11.81% | |
| 19 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.42% | +0.08% | +13.85% | |
| 20 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.12% | — | +63.35% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.07% | -0.24% | +10.41% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.06% | -0.11% | +1.34% | |
| 23 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.00% | — | +362.76% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.99% | — | -22.72% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.91% | — | +5.40% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.88% | +0.12% | — | |
| 27 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.83% | — | +189.98% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.82% | — | -31.81% | |
| 29 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.82% | — | — | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | -20.22% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | +8.30% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.71% | — | +64.23% | |
| 33 | XAWFX | Alliancebernstein Gl Hi INC | 株式-その他 | 0.68% | — | +13.59% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | -0.12% | +3.10% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.64% | — | — | |
| 36 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.64% | — | +123.90% | |
| 37 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.60% | — | — | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.60% | — | +45.06% | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.59% | — | -14.92% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | +0.11% | +4.20% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | +0.08% | +10.60% | |
| 42 | XUDV | Franklin US Dividend Booster | ETF-その他 | 0.58% | — | — | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.57% | +0.22% | -11.07% | |
| 44 | HSY | Hershey Co/the | 株式-生活必需品 | 0.57% | — | — | |
| 45 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.57% | — | +3.33% | |
| 46 | AXP | American Express Co | 株式-金融 | 0.56% | -0.11% | -14.42% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | — | +0.74% | |
| 48 | HST | Host Hotels & Resorts INC | 株式-不動産 | 0.56% | — | — | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.55% | — | -22.05% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.54% | — | — |