CIK: 0002063827
申告総資産額
$1.7億
| # | 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 | 18.80% | -0.69% | +5.59% | |
| 2 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 17.92% | +0.88% | +3.15% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.83% | -0.28% | -0.79% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.71% | -0.41% | -2.45% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 6.35% | +0.34% | +4.25% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.86% | +0.39% | +4.01% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 5.13% | -0.44% | -0.55% | |
| 8 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 3.03% | +0.41% | +4.95% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.63% | +0.28% | +5.85% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.45% | -0.03% | +5.89% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.34% | +0.06% | -0.15% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.17% | -0.13% | -4.18% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.12% | -0.30% | — | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.12% | -0.31% | -0.56% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.73% | -0.07% | — | |
| 16 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.51% | +0.04% | -0.18% | |
| 17 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.35% | +0.02% | -0.02% | |
| 18 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.94% | +0.05% | — | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.92% | -0.03% | — | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.87% | +0.15% | +22.50% | |
| 21 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.81% | +0.01% | -1.68% | |
| 22 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.74% | -0.07% | — | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.73% | -0.01% | — | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.64% | -0.04% | — | |
| 25 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.52% | +0.01% | — | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.47% | +0.01% | — | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.27% | — | — | |
| 28 | AAPL | Apple INC | 株式-IT | 0.25% | -0.02% | +41.95% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.23% | -0.01% | -2.01% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.22% | +0.01% | — | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.19% | +0.07% | -17.46% | |
| 32 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.19% | +0.01% | — | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.17% | -0.03% | — | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.15% | EXIT | |
| 35 | CSX | Csx CORP | 株式-資本財 | 0.16% | +0.02% | — | |
| 36 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.15% | -0.01% | — | |
| 37 | TENB | Tenable Holdings INC | 株式-その他 | 0.14% | — | — | |
| 38 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.13% | +0.01% | — | |
| 39 | ✓ | 株式-その他 | 0.04% | — | — |