CIK: 0001879371
申告総資産額
$24.8億
上位200銘柄を表示中（全217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 | 16.70% | +2.41% | -6.62% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 9.03% | +0.17% | +23.92% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.99% | -0.21% | -3.43% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.17% | — | +4.36% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 5.76% | -1.30% | +3.08% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 5.19% | — | +165.15% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.77% | +3.07% | -6.36% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.44% | -1.08% | +0.33% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.69% | — | +43.28% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.35% | — | -9.09% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.03% | -0.09% | +1.10% | |
| 12 | MBB | Ishares Mbs ETF | ETF-その他 | 1.85% | — | -1.65% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.16% | -0.82% | -42.44% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.13% | -0.61% | +885.24% | |
| 15 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.00% | -0.12% | +5.52% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.95% | -0.42% | -0.42% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 0.88% | — | +0.47% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -0.15% | +1.48% | |
| 19 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.86% | -0.09% | +39.58% | |
| 20 | PNC | Pnc Financial Services Group | 株式-金融 | 0.81% | — | -0.36% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.79% | — | -33.74% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.76% | — | +1.95% | |
| 23 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.76% | +0.18% | +3.67% | |
| 24 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.69% | — | +3.95% | |
| 25 | EBAY | Ebay INC | 株式-一般消費財 | 0.69% | — | +3.00% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.69% | — | +4.61% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.62% | +0.20% | +3.51% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.60% | — | -0.54% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | +0.25% | +4.50% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 0.57% | +0.13% | +4.82% | |
| 31 | PLD | Prologis INC | 株式-不動産 | 0.57% | +0.16% | +4.22% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 0.56% | +0.09% | +5.55% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.51% | +0.32% | +5.44% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | — | +1.32% | |
| 35 | BLKCHF | Blackrock INC | 株式-その他 | 0.45% | — | +6.08% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | — | +2.31% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | — | -0.42% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.30% | — | +3.89% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | -3.54% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.28% | — | -9.42% | |
| 41 | CARR | Carrier Global CORP | 株式-資本財 | 0.26% | — | +0.12% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.26% | — | +5.64% | |
| 43 | AHR | American Healthcare Reit INC | 株式-不動産 | 0.25% | — | — | |
| 44 | EWBC | East West Bancorp INC | 株式-金融 | 0.25% | — | -1.79% | |
| 45 | FISV | Fiserv INC | 株式-その他 | 0.25% | — | +1.49% | |
| 46 | PHM | Pultegroup INC | 株式-一般消費財 | 0.25% | — | +0.88% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.24% | -0.09% | +8.76% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.24% | — | +2.56% | |
| 49 | AMT | American Tower CORP | 株式-不動産 | 0.23% | — | +8.11% | |
| 50 | NEM | Newmont CORP | 株式-素材 | 0.23% | -0.21% | +0.96% |