CIK: 0001802691
申告総資産額
$2.8億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 9.71% | +0.89% | +6.30% | |
| 2 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 7.45% | — | +8.10% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.92% | -0.03% | +1.23% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.66% | -0.14% | +4.20% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.49% | +0.14% | +4.93% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.96% | -0.09% | +5.26% | |
| 7 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 5.60% | -0.04% | +7.68% | |
| 8 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 3.80% | — | +5.73% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.73% | — | +9.13% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.50% | -0.10% | +2.04% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.26% | +0.07% | +11.16% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.63% | — | +5.24% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.41% | -0.39% | -12.10% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.20% | +0.12% | +4.09% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.17% | -0.01% | +10.76% | |
| 16 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.86% | — | +1.03% | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.63% | — | +0.81% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.63% | — | +5.18% | |
| 19 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.60% | — | +4.72% | |
| 20 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 1.60% | — | +5.13% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.59% | — | +5.26% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.27% | — | +18.73% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.22% | — | -13.47% | |
| 24 | PWZ | Invesco California Amt-free | ETF-その他 | 1.02% | — | +18.58% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.01% | — | -12.87% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.91% | -0.01% | +38.41% | |
| 27 | SUB | Ishares Short-term National | ETF-その他 | 0.84% | — | +4.46% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.79% | — | +2.48% | |
| 29 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.79% | — | -16.07% | |
| 30 | CMF | Ishares California Muni Bond | ETF-その他 | 0.77% | — | -16.64% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.76% | +0.31% | -5.90% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.67% | +0.07% | +8.80% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | -0.01% | -13.76% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.64% | +0.04% | +8.92% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.62% | +0.13% | -12.24% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | +0.02% | +12.64% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | +0.01% | +15.22% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | +0.08% | +13.79% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | -0.01% | +16.98% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | +22.74% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | +0.07% | +3.02% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.39% | — | -2.63% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.35% | — | -9.73% | |
| 44 | IDLV | Invesco S&p International De | ETF-その他 | 0.32% | — | -29.89% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.29% | — | +0.96% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.23% | — | +4.28% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | — | -3.75% | |
| 48 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 0.19% | — | -53.87% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.18% | — | — | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.14% | — | — |