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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 13.10% | -0.90% | -0.46% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.88% | -0.49% | -0.98% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 6.30% | -0.27% | -3.99% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 5.64% | +0.35% | -1.32% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.14% | -0.36% | -2.18% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.48% | -0.23% | -0.68% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.73% | -0.34% | -0.52% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 3.71% | +0.28% | -0.81% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 3.66% | +0.31% | +0.46% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.15% | -0.13% | +0.28% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 2.62% | +0.18% | +14.82% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.51% | -0.07% | -7.90% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.48% | +0.09% | +2.14% | |
| 14 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.13% | +0.31% | +6.83% | |
| 15 | FLDR | Fidelity Low Durat Fact ETF | ETF-その他 | 2.11% | +0.05% | +7.80% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.01% | +0.20% | +11.49% | |
| 17 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 2.01% | +0.19% | +0.84% | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.88% | +0.24% | +6.27% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.72% | -0.15% | -2.97% | |
| 20 | VIOG | Vanguard S&p Sm Cap 600 Grw | ETF-その他 | 1.68% | +0.09% | +0.79% | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.67% | -0.10% | -0.23% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.59% | -0.04% | -5.72% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.48% | +0.01% | +3.83% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.18% | -0.06% | -0.36% | |
| 25 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.15% | -0.06% | +1.46% | |
| 26 | XSVM | Invesco S&p Smallcap Value W | ETF-その他 | 0.83% | +0.07% | +1.19% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | +0.80% | +287.10% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.72% | -0.04% | +2.07% | |
| 29 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.70% | — | +0.46% | |
| 30 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.70% | +0.03% | -14.30% | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.68% | -0.03% | +101.13% | |
| 32 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 0.66% | +0.06% | +2.97% | |
| 33 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.65% | +0.09% | +7.41% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.62% | +0.09% | +12.02% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.58% | +0.03% | +2.54% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.56% | — | -19.82% | |
| 37 | KLAC | Kla CORP | 株式-IT | 0.56% | -0.05% | -11.00% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.53% | — | +11.98% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | -0.05% | -0.49% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.45% | +0.02% | +0.47% | |
| 41 | AIQ | Global X Art Intel & Tech | ETF-テック型 | 0.39% | -0.03% | -5.46% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.35% | +0.04% | +4.19% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.34% | -0.08% | +0.16% | |
| 44 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.31% | -0.03% | +105.13% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.30% | -0.05% | -45.72% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | -0.03% | +0.13% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.23% | — | -1.33% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.19% | — | +1.00% | |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.19% | — | +0.11% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.16% | -0.01% | -38.17% |