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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.78% | +0.49% | +76.31% | |
| 2 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.58% | — | -8.25% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.37% | +0.22% | -35.39% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 4.54% | +0.20% | -2.88% | |
| 5 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 4.47% | -0.06% | -7.10% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 4.43% | +0.67% | — | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.42% | — | -3.29% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.09% | -1.74% | +9461.53% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.74% | -0.38% | -1.78% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.07% | — | -0.24% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.73% | — | +3.99% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.71% | — | +22.52% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.31% | — | — | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.04% | — | +4.90% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.04% | +0.81% | NEW | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.73% | — | +1.06% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.55% | — | +4.87% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.50% | — | +0.09% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.43% | — | +1.31% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.38% | — | -9.19% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.21% | — | -58.33% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.19% | — | -4.72% | |
| 23 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.18% | — | +3.32% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.01% | — | +0.36% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.96% | — | -3.71% | |
| 26 | MBB | Ishares Mbs ETF | ETF-その他 | 0.95% | — | +11.96% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.95% | — | +40.16% | |
| 28 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.86% | — | -1.01% | |
| 29 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.84% | +0.64% | +551.53% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.80% | — | +3.71% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.79% | — | +0.61% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.65% | — | +8.74% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.18% | -23.77% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.59% | -0.12% | -3.39% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | -0.14% | -0.03% | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.50% | -0.13% | +9.72% | |
| 37 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.46% | -0.11% | -4.47% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.38% | — | -33.23% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | — | +23.62% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | +4.22% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | +5.20% | |
| 42 | ATEC | Alphatec Holdings INC | 株式-その他 | 0.30% | -0.17% | — | |
| 43 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.30% | — | -34.67% | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.30% | +1.71% | -93.05% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.29% | -0.25% | +625.11% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.28% | — | -4.14% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.28% | — | +1.85% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | — | +4.47% | |
| 49 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.26% | — | — | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.26% | — | +2.41% |