CIK: 0002059574
申告総資産額
$1.8億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 15.62% | -0.53% | +22.56% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-その他 | 6.36% | -0.06% | -3.42% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.99% | -0.71% | +5.21% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.68% | +0.36% | +22.25% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 3.54% | -0.14% | -18.99% | |
| 6 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 3.00% | +0.06% | -0.92% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.88% | — | +6.36% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 2.86% | -0.21% | +4.71% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 2.35% | +0.01% | +5.12% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.23% | -0.41% | +0.37% | |
| 11 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 2.21% | — | +10.32% | |
| 12 | RBA | Rb Global INC | 株式-資本財 | 2.21% | -0.18% | +0.06% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 2.18% | +0.01% | +3.36% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.79% | — | +0.19% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.74% | +0.17% | +360.27% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.64% | — | +1.02% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.49% | — | +7.52% | |
| 18 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.48% | — | +15.95% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.22% | +0.15% | +5.41% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.22% | +0.01% | +29.00% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.11% | +0.17% | -33.69% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | — | +4.92% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.08% | — | +7.19% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.08% | — | +0.14% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.06% | — | -4.30% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.97% | — | -4.91% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.91% | — | +6.16% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | — | -5.37% | |
| 29 | SYK | Stryker CORP | 株式-ヘルスケア | 0.83% | — | +0.20% | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.83% | +0.05% | -26.46% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | +6.35% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | — | +4.91% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.73% | — | -0.18% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.71% | — | +107.61% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.71% | — | +17.91% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.71% | — | -13.23% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.66% | — | +0.75% | |
| 38 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.60% | — | -33.74% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.58% | — | +2.12% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | — | -8.61% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | +2.76% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | +0.36% | +0.99% | |
| 43 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.56% | +0.03% | +0.45% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.55% | +0.27% | NEW | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -0.56% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | +0.09% | +2.80% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | +1.26% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.44% | — | -0.64% | |
| 49 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.43% | — | +3.64% | |
| 50 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.42% | — | — |