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 | 7.64% | +0.89% | +0.68% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.28% | +0.31% | +0.94% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.03% | -1.84% | +30.58% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 5.83% | +0.09% | +9.46% | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 4.07% | -0.27% | EXIT | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.82% | -0.85% | +28.94% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.69% | -0.09% | +0.83% | |
| 8 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 3.11% | -0.34% | +5.90% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.86% | +5.22% | +3.56% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.62% | -2.40% | EXIT | |
| 11 | ARTY | Ishares Future Ai & Tech ETF | ETF-テック型 | 2.54% | +0.25% | +13.12% | |
| 12 | MBB | Ishares Mbs ETF | ETF-その他 | 2.35% | -0.06% | +0.07% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.25% | +0.12% | +14.27% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.05% | +0.14% | +1.79% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.98% | -0.14% | +3.44% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.98% | -0.16% | +48.60% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.98% | -0.03% | +1.17% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.91% | -0.39% | -0.12% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.87% | — | +2.69% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.57% | — | +0.71% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.53% | -1.21% | -35.75% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.37% | +0.07% | +2.14% | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.35% | -0.10% | +0.84% | |
| 24 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.34% | -0.02% | -25.81% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.29% | — | -1.03% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.23% | -0.01% | -6.74% | |
| 27 | PPA | Invesco Aerospace & Defense | ETF-その他 | 1.10% | +0.12% | +13.48% | |
| 28 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 1.06% | -0.04% | -18.43% | |
| 29 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.06% | — | -3.44% | |
| 30 | AAPL | Apple INC | 株式-IT | 1.03% | -0.01% | -0.23% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | — | -2.96% | |
| 32 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 0.98% | — | -19.51% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | +0.08% | -2.83% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | +0.01% | +4.63% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | +0.02% | +9.95% | |
| 36 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.77% | — | +0.07% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.77% | +0.04% | +7.12% | |
| 38 | PWZ | Invesco California Amt-free | ETF-その他 | 0.75% | — | -4.07% | |
| 39 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.75% | — | +4.96% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.74% | — | -0.37% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.73% | +0.12% | +0.85% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.01% | +17.88% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | -0.01% | +7.49% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.68% | +0.07% | +4.96% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.64% | +0.13% | — | |
| 46 | CMF | Ishares California Muni Bond | ETF-その他 | 0.63% | — | -8.30% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.61% | — | -0.64% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.61% | — | +5.16% | |
| 49 | SUB | Ishares Short-term National | ETF-その他 | 0.59% | — | -14.17% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.58% | +0.08% | +6.94% |