CIK: 0002064489
申告総資産額
$1.4億
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 14.81% | -1.10% | — | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 12.02% | -0.98% | — | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 6.98% | +0.24% | — | |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 6.36% | -0.19% | — | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.30% | -0.74% | — | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.79% | — | — | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.74% | +1.18% | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.89% | +0.44% | — | |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.87% | — | — | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.72% | -0.18% | — | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.69% | +0.34% | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.38% | -0.10% | — | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.32% | +0.12% | — | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.76% | -0.42% | — | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.75% | +0.90% | — | |
| 16 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.33% | -0.28% | — | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.17% | -0.16% | — | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.08% | — | — | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.06% | — | — | |
| 20 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.88% | +0.02% | — | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.86% | -0.05% | — | |
| 22 | AFL | Aflac INC | 株式-金融 | 0.81% | -0.04% | — | |
| 23 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.80% | — | — | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.75% | -0.02% | — | |
| 25 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.74% | -0.04% | — | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.74% | — | — | |
| 27 | ED | Consolidated Edison INC | 株式-公益事業 | 0.73% | — | — | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.69% | — | — | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 0.68% | -0.03% | — | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | — | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.64% | -0.07% | — | |
| 32 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.63% | — | — | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.62% | +0.01% | — | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 0.61% | — | — | |
| 35 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.59% | — | — | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | — | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.59% | -0.10% | — | |
| 38 | SYY | Sysco CORP | 株式-生活必需品 | 0.58% | -0.05% | — | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | — | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | -0.06% | — | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.48% | -0.05% | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | -0.04% | — | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.41% | +0.31% | — | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.37% | +0.02% | — | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | -0.03% | — | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.35% | — | — | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.35% | -0.04% | — | |
| 48 | AAPL | Apple INC | 株式-IT | 0.32% | -0.09% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | -0.01% | — | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.31% | -0.02% | — |