CIK: 0001919701
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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.01% | -0.23% | +2.86% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 6.61% | — | -34.98% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 5.88% | +0.09% | +96.55% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.71% | — | +77.70% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 5.59% | -0.15% | -4.50% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.86% | +0.09% | +7.54% | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.36% | -0.07% | -10.14% | |
| 8 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 3.77% | +0.31% | -2.61% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.76% | -0.10% | -23.39% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.52% | -0.34% | -4.35% | |
| 11 | XLF | Ss Financial Select Sector | ETF-その他 | 3.50% | — | +15.57% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.41% | — | -7.97% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.36% | -0.13% | -1.91% | |
| 14 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.15% | -0.90% | +95.17% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.03% | -0.36% | +3.15% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.65% | -0.03% | +54.33% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 2.53% | — | +8.08% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.49% | +0.03% | -8.92% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.48% | -0.04% | +19.08% | |
| 20 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.06% | — | +0.95% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.92% | — | +7.48% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.84% | +0.18% | -14.87% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.47% | +0.28% | +50.01% | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.31% | +0.20% | -32.07% | |
| 25 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 1.28% | — | +0.18% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.20% | +0.80% | +9.68% | |
| 27 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 0.96% | +0.09% | +12.25% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.89% | — | -5.76% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.64% | — | — | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.63% | — | -58.66% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.57% | -0.06% | +15.95% | |
| 32 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.57% | +0.24% | -10.08% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | -0.05% | +9.76% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.50% | — | -82.74% | |
| 35 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.50% | — | -61.20% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.08% | +21.31% | |
| 37 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.42% | — | — | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.39% | +0.03% | -2.34% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.39% | +0.02% | +0.44% | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.36% | — | -26.36% | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.33% | -0.06% | +125.00% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.30% | -0.27% | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.27% | -0.01% | +0.34% | |
| 44 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.27% | — | — | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.27% | -0.04% | +27.01% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | -0.03% | +48.79% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.22% | — | — | |
| 48 | BX | Blackstone INC | 株式-金融 | 0.22% | — | — | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.16% | -0.49% | — | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.16% | — | — |