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 | 9.33% | +0.89% | +0.23% | |
| 2 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 7.83% | — | +1.85% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.73% | -0.03% | -2.23% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.68% | -0.14% | +1.51% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.38% | +0.14% | -3.09% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.91% | -0.09% | +2.54% | |
| 7 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 5.38% | -0.04% | +0.88% | |
| 8 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 3.86% | — | +2.50% | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 3.78% | — | +3.22% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.32% | -0.10% | +4.24% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.29% | +0.07% | +2.71% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.76% | — | +3.43% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.31% | -0.39% | +2.41% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.09% | +0.12% | -2.02% | |
| 15 | GSY | Invesco Ultra Short Duration | ETF-その他 | 2.09% | — | +17.74% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.99% | -0.01% | +3.48% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.58% | — | +1.10% | |
| 18 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 1.57% | — | +2.82% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.57% | — | +1.91% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.56% | — | +1.76% | |
| 21 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.55% | — | +3.97% | |
| 22 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.35% | — | +5.92% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.08% | — | +54.91% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.08% | — | +7.78% | |
| 25 | PWZ | Invesco California Amt-free | ETF-その他 | 1.06% | — | +13.36% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 1.03% | +0.07% | -6.97% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.92% | -0.01% | -3.78% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.87% | +0.31% | +7.07% | |
| 29 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.82% | — | +6.94% | |
| 30 | CMF | Ishares California Muni Bond | ETF-その他 | 0.68% | — | +2.71% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.67% | — | +7.89% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.65% | — | -1.66% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.64% | +0.04% | +1.39% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | +0.02% | +1.99% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.62% | +0.13% | -2.20% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | -0.01% | +0.77% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | +0.01% | -0.25% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | -0.01% | +0.80% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | +0.08% | -2.41% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.52% | +0.07% | -6.57% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.41% | +0.09% | — | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.33% | +0.08% | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.33% | — | -2.73% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | +0.12% | — | |
| 45 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.30% | — | -0.65% | |
| 46 | IDLV | Invesco S&p International De | ETF-その他 | 0.23% | — | +8.43% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.22% | — | +0.08% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.22% | — | -2.80% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.22% | — | -0.51% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.17% | — | — |