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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 6.30% | +0.67% | +353.36% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 4.77% | +0.20% | — | |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 4.75% | -0.06% | — | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.40% | -0.38% | +6.62% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.90% | +0.49% | -36.76% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.80% | — | +362.93% | |
| 7 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.78% | — | +18.76% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.50% | -1.74% | +18.94% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.50% | — | — | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.30% | — | +17.50% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.24% | — | +51.75% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.73% | — | +4.49% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.60% | — | -53.14% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.29% | — | -55.65% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.92% | — | +16.96% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.69% | — | +5.12% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.67% | +1.71% | +3.83% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.66% | — | +10.44% | |
| 19 | VOX | Vanguard Communication Servi | ETF-その他 | 1.64% | — | +10.50% | |
| 20 | XLB | Ss Materials Select Sector | ETF-その他 | 1.61% | — | +10.67% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.59% | — | +9.01% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.54% | +0.81% | NEW | |
| 23 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.54% | — | +41.16% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.52% | — | +13.02% | |
| 25 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.51% | — | +12.94% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 1.44% | — | +2.21% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.32% | — | +20.39% | |
| 28 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 1.25% | — | +20.88% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.22% | +0.64% | -2.10% | |
| 30 | AAPL | Apple INC | 株式-IT | 1.22% | — | +28.81% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.17% | — | -0.29% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.85% | +0.13% | NEW | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.84% | — | +4.55% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | -0.14% | +32.59% | |
| 35 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.72% | — | +6.54% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.69% | — | +22.61% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.62% | -0.12% | +2.53% | |
| 38 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.59% | — | +10.21% | |
| 39 | MBB | Ishares Mbs ETF | ETF-その他 | 0.58% | — | — | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.55% | -0.18% | +17.84% | |
| 41 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.55% | -0.11% | +2.67% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.51% | — | +20.81% | |
| 43 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.48% | — | +18.08% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.43% | +0.16% | -34.94% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.42% | — | +20.95% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.35% | — | +6.84% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.31% | — | +24.46% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | — | +3.54% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.30% | -0.13% | +14.68% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | +28.84% |