CIK: 0001867587
申告総資産額
$8.9億
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 7.24% | — | -16.25% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.13% | +0.49% | +16.86% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 6.87% | — | +105.29% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.81% | -0.38% | +33.14% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.40% | — | +31.71% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.40% | -1.74% | — | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.33% | — | +15.83% | |
| 8 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.33% | — | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.27% | — | — | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.96% | — | +152.37% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.44% | — | +14.38% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.96% | — | +3497.07% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.85% | — | +3.51% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.81% | +1.71% | +1716.00% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.78% | +0.81% | NEW | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.74% | +0.67% | +19.05% | |
| 17 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.73% | — | +1.26% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.72% | — | +1.60% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.64% | +0.64% | +24.24% | |
| 20 | VOX | Vanguard Communication Servi | ETF-その他 | 1.64% | — | +1.54% | |
| 21 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.62% | — | +10.66% | |
| 22 | XLB | Ss Materials Select Sector | ETF-その他 | 1.62% | — | +1.39% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.57% | — | +8.48% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.40% | — | +31.62% | |
| 25 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.30% | — | -10.12% | |
| 26 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.20% | — | +13.21% | |
| 27 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.19% | — | +977.90% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 1.14% | — | +401.65% | |
| 29 | AAPL | Apple INC | 株式-IT | 1.07% | — | +324.73% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.92% | — | +12.86% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.82% | — | +18.55% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.81% | +0.13% | NEW | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.77% | -0.12% | +187.70% | |
| 34 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.77% | — | +12.31% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.74% | +0.16% | +16.20% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.71% | — | +30.76% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | -0.14% | -2.88% | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.70% | — | -54.21% | |
| 39 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.67% | -0.11% | — | |
| 40 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.63% | — | +12.05% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.57% | -0.18% | +3.95% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.52% | — | +14.84% | |
| 43 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.50% | — | +28.80% | |
| 44 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.44% | — | -78.45% | |
| 45 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.41% | — | +19.14% | |
| 46 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.40% | — | -32.16% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.39% | -0.13% | +7.57% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | — | +3.16% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | — | +3.08% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.35% | — | +2.30% |