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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.12% | -0.44% | +1.71% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.10% | -0.32% | +1.93% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.91% | +0.18% | +3.29% | |
| 4 | AMGN | Amgen INC | 株式-ヘルスケア | 3.95% | +0.46% | -0.12% | |
| 5 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.97% | — | +0.21% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.78% | — | +0.14% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.70% | -0.19% | +2.52% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.29% | +0.08% | +12.29% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.13% | — | +3.18% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.83% | +0.11% | +5.94% | |
| 11 | PAVE | Global X US Infrastructure | ETF-その他 | 1.83% | +0.14% | +4.56% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.73% | +0.10% | +5.95% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.67% | — | +0.34% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.57% | — | +6.47% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.54% | -0.07% | +5.14% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.48% | — | -1.07% | |
| 17 | XLB | Ss Materials Select Sector | ETF-その他 | 1.45% | +0.19% | +9.61% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.45% | +0.15% | +7.22% | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 1.42% | -0.15% | +6.33% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.40% | — | +5.76% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.36% | -0.06% | +7.89% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.35% | -0.04% | +8.03% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.31% | — | +13.28% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.15% | -0.06% | +8.08% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.11% | — | +12.77% | |
| 26 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.05% | — | +0.44% | |
| 27 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.02% | +0.06% | +6.87% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.02% | +0.08% | +4.57% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.95% | -0.06% | -0.27% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.91% | — | -28.96% | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.91% | -0.10% | +6.60% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.90% | — | +0.52% | |
| 33 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 0.89% | -0.06% | +12.33% | |
| 34 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.87% | -0.05% | +4.65% | |
| 35 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.86% | -0.27% | +3.82% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.84% | — | +13.32% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.80% | +0.10% | +23.90% | |
| 38 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.79% | — | +15.28% | |
| 39 | XSD | Ss Spdr S&p Semiconductor | ETF-その他 | 0.79% | — | +5.30% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | — | -0.26% | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.76% | -0.07% | +18.42% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.76% | — | +0.31% | |
| 43 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.75% | — | +5.21% | |
| 44 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.75% | — | +6.13% | |
| 45 | IYT | Ishares US Transportation Et | ETF-その他 | 0.72% | — | +5.38% | |
| 46 | XLE | Ss Energy Select Sector | ETF-その他 | 0.69% | — | +7.75% | |
| 47 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.67% | -0.03% | +6.07% | |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.62% | — | +11.73% | |
| 49 | MBB | Ishares Mbs ETF | ETF-その他 | 0.60% | — | +10.70% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | — | +0.06% |