CIK: 0001865158
申告総資産額
$3.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 26.68% | +2.38% | -15.19% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 11.05% | -0.32% | +44.32% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.12% | -3.08% | -16.45% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 5.79% | -1.18% | — | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.51% | -0.96% | -24.21% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.17% | +1.15% | — | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.00% | +2.53% | +8.61% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.99% | — | +95.84% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 3.09% | -0.39% | +6.91% | |
| 10 | MBB | Ishares Mbs ETF | ETF-その他 | 2.64% | +0.08% | +7.72% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.00% | — | +85.26% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.59% | — | -19.38% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.48% | — | — | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.28% | +0.44% | -46.12% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | — | -16.49% | |
| 16 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.86% | — | +13.06% | |
| 17 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.81% | — | -4.61% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | — | -15.42% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | -0.10% | -0.48% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.64% | — | +1.72% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | -0.12% | -23.03% | |
| 22 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.61% | -0.30% | — | |
| 23 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.60% | — | -75.08% | |
| 24 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.55% | — | +1.74% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.55% | -0.09% | -0.10% | |
| 26 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 0.51% | — | -1.70% | |
| 27 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.49% | — | +38.39% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.48% | — | +9.64% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.43% | -0.12% | +6.27% | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.41% | — | +6.85% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.39% | — | -3.59% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.38% | -0.43% | EXIT | |
| 33 | KMX | Carmax INC | 株式-一般消費財 | 0.38% | — | +6.81% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.35% | — | -89.50% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.35% | +0.05% | +1.94% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.35% | — | -2.84% | |
| 37 | EBAY | Ebay INC | 株式-一般消費財 | 0.33% | -0.14% | -0.15% | |
| 38 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.32% | — | +1.13% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.30% | — | -0.44% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.29% | — | — | |
| 41 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.29% | — | -0.38% | |
| 42 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.27% | — | -3.02% | |
| 43 | ADI | Analog Devices INC | 株式-IT | 0.27% | — | -1.18% | |
| 44 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.26% | — | -0.05% | |
| 45 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.25% | — | -0.88% | |
| 46 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.25% | — | -0.13% | |
| 47 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.25% | — | +0.40% | |
| 48 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.25% | — | +24.96% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.12% | +95.05% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.24% | — | +0.37% |