CIK: 0001907294
申告総資産額
$5.2億
| # | 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 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 6.24% | +0.18% | +9.94% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.88% | -0.32% | +6.67% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.78% | -0.44% | +6.94% | |
| 4 | AMGN | Amgen INC | 株式-ヘルスケア | 5.09% | +0.46% | +0.32% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.77% | — | +6.67% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.30% | — | +8.16% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.51% | -0.19% | +12.61% | |
| 8 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.19% | — | +7.46% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.16% | — | +26.19% | |
| 10 | PAVE | Global X US Infrastructure | ETF-その他 | 1.96% | +0.14% | +14.89% | |
| 11 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.76% | +0.11% | +12.35% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.67% | +0.10% | +14.30% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.55% | +0.15% | +22.36% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.49% | -0.07% | +14.11% | |
| 15 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.45% | — | +11.99% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.41% | — | -3.24% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.37% | — | +18.24% | |
| 18 | XLB | Ss Materials Select Sector | ETF-その他 | 1.26% | +0.19% | +19.38% | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 1.24% | -0.15% | +13.26% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.24% | — | -0.74% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.17% | — | +2.48% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.16% | -0.06% | +0.52% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.11% | -0.06% | +26.23% | |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.09% | — | +25.78% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.04% | +0.08% | +13.66% | |
| 26 | KIE | Ss Spdr S&p Insurance ETF | ETF-その他 | 1.04% | — | +12.74% | |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.99% | +0.06% | +18.56% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.97% | — | +2.15% | |
| 29 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.95% | — | +13.72% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.94% | — | +25.83% | |
| 31 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.92% | — | +23.38% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.91% | — | -0.51% | |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.89% | — | +25.97% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.86% | -0.05% | +11.61% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.83% | — | +2.22% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.83% | -0.03% | +12.38% | |
| 37 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.83% | -0.27% | +460.92% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.81% | -0.10% | +15.37% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | — | -7.86% | |
| 40 | XSD | Ss Spdr S&p Semiconductor | ETF-その他 | 0.77% | — | +19.34% | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.76% | — | +17.72% | |
| 42 | IYT | Ishares US Transportation Et | ETF-その他 | 0.75% | — | +358.63% | |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.71% | — | +26.96% | |
| 44 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.70% | — | +28.27% | |
| 45 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.67% | — | +13.66% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | +0.04% | |
| 47 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 0.59% | — | +4.19% | |
| 48 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.58% | — | +1.82% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | +0.53% | |
| 50 | MBB | Ishares Mbs ETF | ETF-その他 | 0.53% | — | +27.23% |