CIK: 0001800556
申告総資産額
$4.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 18.35% | -0.86% | +2.25% | |
| 2 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 15.11% | -0.39% | +66.68% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-その他 | 6.06% | +0.26% | +44.43% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.91% | — | -21.58% | |
| 5 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.31% | -0.17% | -23.84% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.09% | +0.05% | -32.76% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.37% | — | +103.10% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.21% | -0.08% | -35.02% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.80% | — | -2.74% | |
| 10 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.64% | — | +124.55% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.64% | +0.08% | -27.30% | |
| 12 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 2.26% | — | -11.68% | |
| 13 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 2.05% | -1.14% | +112.66% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.97% | +0.07% | -16.40% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.71% | -0.28% | +3.51% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.54% | — | -18.58% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.40% | -0.15% | -0.91% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.32% | +0.21% | -20.12% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.31% | -0.21% | -2.40% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | -9.51% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.17% | +0.04% | -8.08% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.12% | -0.09% | +4.20% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 1.00% | — | +0.29% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.89% | — | -1.11% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.36% | -0.79% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.87% | — | -9.78% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | -0.08% | -12.59% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.51% | +0.04% | -41.83% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.45% | — | +7.55% | |
| 30 | SUB | Ishares Short-term National | ETF-その他 | 0.39% | — | +35.28% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.37% | — | -0.36% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.35% | — | +2.89% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.35% | — | +0.92% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.34% | — | -12.81% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.33% | — | -0.99% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.12% | +0.14% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | -12.61% | |
| 38 | GIB | Cgi INC | 株式-IT | 0.31% | -0.07% | +1.16% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.27% | — | +0.04% | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.23% | — | -12.26% | |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.22% | — | +2.44% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.22% | — | -27.47% | |
| 43 | XLF | Ss Financial Select Sector | ETF-その他 | 0.21% | -0.05% | +0.23% | |
| 44 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 0.21% | — | — | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.21% | — | -1.18% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.20% | — | +25.85% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.20% | — | +0.58% | |
| 48 | AXP | American Express Co | 株式-金融 | 0.20% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | — | -2.39% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.20% | — | — |