CIK: 0001867587
申告総資産額
$8.9億
上位200銘柄を表示中（全253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 | 9.03% | +0.49% | -32.78% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.64% | — | +1.30% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.28% | -0.38% | -14.73% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.96% | — | -26.97% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.93% | +1.71% | +828.68% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.89% | +0.67% | +897.58% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.83% | -0.10% | -36.66% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.82% | -1.74% | -4.39% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.73% | -0.06% | -6.05% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.67% | — | -5.02% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.51% | — | +8393.12% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.42% | -0.47% | -31.28% | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.11% | — | -12.31% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.11% | — | +77.77% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.93% | +0.81% | NEW | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.64% | — | -13.04% | |
| 17 | MBB | Ishares Mbs ETF | ETF-その他 | 1.46% | — | -2.97% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.44% | -0.36% | -29.81% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.30% | — | -14.83% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.28% | +0.22% | -14.42% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.28% | — | -13.16% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.10% | — | -26.71% | |
| 23 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.08% | — | -4.23% | |
| 24 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.07% | — | -3.92% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.07% | — | -14.11% | |
| 26 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.05% | — | +3335.13% | |
| 27 | VOX | Vanguard Communication Servi | ETF-その他 | 1.05% | — | -2.76% | |
| 28 | VFH | Vanguard Financials ETF | ETF-その他 | 1.03% | — | -5.54% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.02% | — | -7.79% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.99% | — | +3136.67% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.96% | — | -40.58% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.84% | — | -17.44% | |
| 33 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.82% | — | +19.02% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.76% | -0.18% | -5.06% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.76% | — | -14.28% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.75% | — | -10.95% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.69% | -0.13% | -13.53% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.66% | -0.12% | -0.66% | |
| 39 | SKOR | Flexshares Credit-scored US | ETF-その他 | 0.65% | — | -4.09% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.60% | -0.25% | +3.52% | |
| 41 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 0.59% | -0.11% | +7.76% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | -0.14% | -15.27% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | — | -41.55% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.56% | -0.13% | +4.20% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | — | -3.53% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.49% | — | -13.28% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.48% | — | -61.60% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.39% | — | -3.55% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.38% | +0.16% | +5.51% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | +1.38% |