CIK: 0001867587
申告総資産額
$8.9億
上位200銘柄を表示中（全216銘柄）
| # | 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 | 15.83% | +0.49% | +26.03% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.73% | — | +65.66% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.79% | -0.38% | -2.00% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.01% | -1.74% | -22.25% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.98% | +0.67% | +581.66% | |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.98% | -0.06% | +3060.72% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 2.91% | +1.71% | +975.23% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.89% | +0.20% | +2008.33% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.63% | — | -31.25% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.49% | — | +0.08% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.27% | — | +4.91% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.85% | — | +4.78% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.79% | — | -24.00% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.69% | +0.22% | -67.05% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.65% | +0.81% | NEW | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.57% | -0.36% | +4306.40% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.41% | — | +3.70% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.36% | — | +12.69% | |
| 19 | MBB | Ishares Mbs ETF | ETF-その他 | 1.26% | — | +49.36% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.23% | — | -0.45% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.21% | -0.47% | — | |
| 22 | AAPL | Apple INC | 株式-IT | 1.20% | — | -4.30% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.11% | — | -23.81% | |
| 24 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.10% | — | +65.49% | |
| 25 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.09% | — | -20.09% | |
| 26 | VOX | Vanguard Communication Servi | ETF-その他 | 1.09% | — | -23.85% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.07% | — | -14.92% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.07% | — | -1.65% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.04% | — | — | |
| 30 | VFH | Vanguard Financials ETF | ETF-その他 | 1.01% | — | — | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.93% | — | +12.64% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.92% | — | -0.79% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.85% | — | +2.37% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.80% | — | -23.53% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -0.18% | -0.64% | |
| 36 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.69% | — | -10.43% | |
| 37 | SKOR | Flexshares Credit-scored US | ETF-その他 | 0.69% | — | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.14% | -7.30% | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.63% | — | — | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.59% | -0.12% | +17.26% | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.58% | -0.13% | -3.14% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | — | +84.13% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.51% | -0.25% | +16.29% | |
| 44 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.48% | -0.11% | +17.99% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | — | +3.17% | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.42% | — | — | |
| 47 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.35% | — | +33.36% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | -2.76% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | — | -0.22% | |
| 50 | ATEC | Alphatec Holdings INC | 株式-その他 | 0.32% | -0.17% | — |