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 | 15.67% | -1.10% | +3.83% | |
| 2 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 13.60% | -0.98% | +15.91% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 8.18% | +0.24% | +2.46% | |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 6.71% | -0.19% | +12.41% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.31% | -0.74% | +5.03% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.25% | — | +6.67% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.28% | +1.18% | -0.49% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.26% | +0.44% | +3.32% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.00% | +0.34% | +9.05% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.53% | +0.12% | +4.27% | |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.43% | — | -0.32% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.40% | -0.18% | +126.91% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.98% | -0.42% | -0.61% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.61% | +0.90% | -0.54% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.52% | -0.10% | -0.64% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.15% | -0.09% | +0.40% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.12% | -0.16% | -0.08% | |
| 18 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.07% | -0.28% | -0.62% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.96% | — | -6.49% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.88% | — | -1.26% | |
| 21 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.70% | +0.02% | -0.08% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | -0.06% | -2.52% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.68% | -0.04% | -0.50% | |
| 24 | AFL | Aflac INC | 株式-金融 | 0.68% | -0.04% | -0.77% | |
| 25 | ED | Consolidated Edison INC | 株式-公益事業 | 0.66% | — | +2.20% | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.65% | -0.05% | +79.91% | |
| 27 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.60% | — | -0.75% | |
| 28 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | -0.02% | +25.47% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.58% | — | -6.50% | |
| 30 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.55% | — | -0.53% | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.54% | -0.10% | -0.87% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.54% | — | +1.98% | |
| 33 | TGT | Target CORP | 株式-一般消費財 | 0.52% | — | +8.90% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +4.83% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.51% | -0.07% | -1.05% | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.47% | -0.03% | +4.47% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | — | +2.77% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.45% | +0.01% | -1.80% | |
| 39 | SYY | Sysco CORP | 株式-生活必需品 | 0.45% | -0.05% | -2.63% | |
| 40 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.44% | — | +7.27% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.40% | +0.31% | -0.51% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.40% | +0.02% | -3.14% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | -0.04% | -5.61% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.31% | — | -0.10% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.31% | -0.02% | — | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.30% | -0.05% | -47.29% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | -0.01% | — | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | -0.03% | -8.19% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | — | -5.88% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.01% | +2.31% |