CIK: 0002045484
申告総資産額
$2.5億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.89% | — | +3.65% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.13% | -0.61% | -33.47% | |
| 3 | GSUS | Goldman Sachs Marketbeta US | ETF-コモディティ | 3.68% | — | +15.96% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.61% | -0.24% | +9.29% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.10% | +0.09% | +10.37% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.59% | +0.09% | +10.99% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 2.56% | +0.10% | +3.70% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.34% | — | +0.50% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.32% | — | +1.65% | |
| 10 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.29% | -0.57% | -1.66% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.16% | +0.52% | +4.45% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.12% | +0.02% | +3.45% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.06% | +0.12% | +5.36% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.91% | — | +0.48% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.88% | +0.18% | +1.21% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.87% | -0.34% | +3.94% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.87% | — | +1.46% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.86% | — | +1.13% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.83% | +0.05% | -32.41% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.64% | -0.66% | +13.96% | |
| 21 | GCOR | Goldman Sachs Access US Agg | ETF-コモディティ | 1.63% | +0.13% | +8.00% | |
| 22 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.63% | — | +1.68% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.61% | — | +3.67% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.59% | — | +3.76% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.55% | — | +2.22% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.51% | -0.21% | +2.62% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.50% | -0.15% | +0.25% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.48% | +0.28% | +6.76% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.45% | — | +4.64% | |
| 30 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 1.37% | — | +1.14% | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.33% | — | +2.85% | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.32% | -1.32% | EXIT | |
| 33 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.31% | +0.09% | +2.25% | |
| 34 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.30% | — | +1.47% | |
| 35 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.30% | — | +2.95% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.14% | — | +12.34% | |
| 37 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.12% | — | +11.60% | |
| 38 | AGEM | Abrdn Emerging Mar Div A ETF | ETF-新興国市場 | 1.00% | -0.49% | — | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.96% | +0.08% | -40.63% | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.91% | -0.19% | +4.27% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.83% | — | +6.65% | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.77% | +0.08% | +11.22% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.75% | +0.07% | +11.96% | |
| 44 | MBB | Ishares Mbs ETF | ETF-その他 | 0.75% | — | +6.58% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.72% | — | +12.57% | |
| 46 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.70% | — | +3.52% | |
| 47 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.68% | — | -34.64% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.67% | -0.18% | +12.58% | |
| 49 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.65% | — | +2.52% | |
| 50 | GE | General Electric | 株式-資本財 | 0.56% | — | +11.04% |