CIK: 0002068847
申告総資産額
$1.3億
| # | 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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 20.25% | -0.98% | -3.06% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 15.31% | -1.31% | +0.06% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 12.53% | — | -0.96% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 9.20% | -1.37% | +0.94% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 5.86% | +0.69% | +0.17% | |
| 6 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 4.68% | -0.23% | +0.54% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.37% | -0.06% | +1.00% | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 3.90% | -2.37% | +0.04% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.04% | +0.22% | — | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.93% | -1.72% | -0.41% | |
| 11 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 1.83% | — | +0.06% | |
| 12 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.78% | — | +1.42% | |
| 13 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 1.55% | +0.13% | -0.47% | |
| 14 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 1.42% | +0.47% | -0.54% | |
| 15 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.69% | -0.69% | EXIT | |
| 16 | AVGO | Broadcom INC | 株式-IT | 0.66% | -0.23% | +0.12% | |
| 17 | SHOP | Shopify INC - Class A | 株式-IT | 0.61% | -0.15% | — | |
| 18 | EWBC | East West Bancorp INC | 株式-金融 | 0.58% | -0.23% | -2.43% | |
| 19 | BLK | Blackrock INC | 株式-金融 | 0.52% | -0.52% | EXIT | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.49% | — | -4.18% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | -0.49% | EXIT | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | — | — | |
| 23 | AN | Autonation INC | 株式-一般消費財 | 0.47% | -0.11% | — | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.46% | -0.46% | EXIT | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | -0.12% | -6.38% | |
| 26 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.44% | -0.20% | — | |
| 27 | MDT | Medtronic plc | 株式-ヘルスケア | 0.43% | — | — | |
| 28 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.43% | -0.16% | +0.13% | |
| 29 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.39% | — | +0.19% | |
| 30 | TMUS | T-mobile US INC | 株式-通信サービス | 0.37% | — | — | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.36% | — | — | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.34% | -0.34% | EXIT | |
| 33 | ETN | Eaton Corporation plc | 株式-資本財 | 0.29% | — | — | |
| 34 | CRS | Carpenter Technology | 株式-資本財 | 0.29% | -0.29% | EXIT | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.28% | -0.28% | EXIT | |
| 36 | CROX | Crocs INC | 株式-一般消費財 | 0.26% | +0.11% | — | |
| 37 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.25% | -0.25% | EXIT | |
| 38 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.24% | — | — | |
| 39 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-その他 | 0.21% | -0.21% | EXIT | |
| 40 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.19% | — | +0.44% | |
| 41 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.19% | — | — | |
| 42 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.18% | -0.18% | EXIT | |
| 43 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.18% | -0.18% | EXIT | |
| 44 | NET | Cloudflare INC - Class A | 株式-IT | 0.17% | -0.17% | EXIT | |
| 45 | PLD | Prologis INC | 株式-不動産 | 0.17% | — | +0.51% | |
| 46 | AES | Aes CORP | 株式-公益事業 | 0.17% | -0.17% | EXIT | |
| 47 | ARTY | Ishares Future Ai & Tech ETF | ETF-テック型 | 0.16% | — | — | |
| 48 | RKLB | Rocket Lab CORP | 株式-資本財 | 0.16% | -0.16% | EXIT | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.16% | -0.16% | EXIT | |
| 50 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.15% | -0.15% | EXIT |