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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 12.29% | — | +223.22% | |
| 2 | SCHO | Schwab Short-term US Treas | ETF-その他 | 7.77% | +0.24% | +2906.23% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 6.87% | -0.90% | +30.18% | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.70% | +0.28% | +129.72% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.39% | -0.23% | -5.60% | |
| 6 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 5.38% | +0.35% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.21% | -0.36% | -4.39% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.69% | -0.15% | -26.38% | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 4.63% | -0.04% | -9.98% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.55% | -0.07% | -17.77% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 4.25% | -0.10% | +1.20% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.25% | -0.49% | +161.76% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.13% | -0.13% | -3.86% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.55% | -0.34% | -3.51% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.36% | +0.03% | -7.44% | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.56% | — | -20.27% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.52% | — | -75.86% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.51% | — | -32.20% | |
| 19 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 1.27% | +0.09% | +22.26% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.20% | +0.31% | -58.81% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.03% | — | -1.40% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.01% | +0.03% | +4.68% | |
| 23 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.93% | — | — | |
| 24 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.87% | — | — | |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.77% | +0.09% | -92.47% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.69% | -0.06% | +18.84% | |
| 27 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.64% | +0.04% | +11.21% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.60% | -0.27% | -58.10% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.53% | — | +91.50% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.41% | +0.02% | -39.21% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.37% | +0.09% | -91.12% | |
| 32 | AAPL | Apple INC | 株式-IT | 0.35% | -0.06% | -14.86% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.34% | -0.01% | +0.57% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | -0.05% | -18.37% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.29% | -0.08% | -8.45% | |
| 36 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 0.28% | — | — | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.27% | — | -6.56% | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.24% | — | — |