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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 8.15% | -0.32% | +0.28% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 7.90% | -3.08% | +1.75% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.88% | +2.38% | -1.06% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 7.38% | -0.96% | +1.92% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.99% | — | +2.26% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 6.65% | -1.18% | +2.56% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.00% | +1.15% | +2.44% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.68% | +0.44% | +2.94% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-その他 | 3.12% | -5.04% | +5.27% | |
| 10 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 2.91% | -0.01% | +3.51% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.82% | +2.53% | -0.60% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.19% | -0.39% | -2.54% | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.09% | +0.90% | +2.21% | |
| 14 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.08% | +0.01% | +4.31% | |
| 15 | MBB | Ishares Mbs ETF | ETF-その他 | 1.77% | +0.08% | +2.06% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.45% | +0.15% | +3.67% | |
| 17 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 1.25% | +0.43% | +8.42% | |
| 18 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.03% | -0.30% | +3.52% | |
| 19 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.02% | -0.94% | +5.16% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +5.03% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -0.10% | +3.06% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | -0.12% | +3.87% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | — | +5.08% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.66% | — | +6.34% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.65% | -0.09% | +1.28% | |
| 26 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.62% | — | +4.79% | |
| 27 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.60% | — | +5.66% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.60% | +0.05% | +7.48% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.49% | -0.12% | +5.64% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.46% | — | — | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.42% | -0.43% | EXIT | |
| 32 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 0.40% | — | +1.36% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.40% | — | +7.55% | |
| 34 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.38% | — | +3.49% | |
| 35 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.36% | — | +5.12% | |
| 36 | EBAY | Ebay INC | 株式-一般消費財 | 0.34% | -0.14% | +0.64% | |
| 37 | AMAT | Applied Materials INC | 株式-IT | 0.33% | +0.09% | +6.42% | |
| 38 | GD | General Dynamics CORP | 株式-資本財 | 0.33% | — | +8.18% | |
| 39 | AAPL | Apple INC | 株式-IT | 0.32% | — | — | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.32% | — | +5.25% | |
| 41 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.32% | — | +6.37% | |
| 42 | ADI | Analog Devices INC | 株式-IT | 0.31% | — | +6.49% | |
| 43 | UL | Unilever PLC | 株式-生活必需品 | 0.30% | — | +7.76% | |
| 44 | COP | Conocophillips | 株式-エネルギー | 0.30% | +0.15% | +7.72% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.30% | — | +1.29% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.28% | — | +9.26% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.26% | — | +0.33% | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.26% | — | +8.40% | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.26% | — | +1.49% | |
| 50 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.25% | — | +1.08% |