CIK: 0002022328
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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.27% | -0.26% | +8.90% | |
| 2 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 7.24% | -0.27% | +11.70% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.11% | -0.06% | +0.74% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.14% | -0.10% | +24.21% | |
| 5 | SPG | Simon Property Group INC | 株式-不動産 | 4.91% | -0.10% | -5.13% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 4.07% | -0.25% | +11.14% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.72% | +0.11% | +9.80% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 3.61% | -0.43% | +0.27% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.51% | -0.29% | +6.66% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.19% | -0.10% | +0.80% | |
| 11 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 2.73% | -0.09% | -6.74% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.66% | -0.25% | -4.17% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.53% | -0.09% | -1.04% | |
| 14 | IXN | Ishares Global Tech ETF | ETF-テック型 | 2.45% | -0.16% | +27.15% | |
| 15 | WPC | Wp Carey INC | 株式-不動産 | 2.14% | — | -0.11% | |
| 16 | AAPL | Apple INC | 株式-IT | 2.01% | -0.16% | -3.15% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.89% | -0.32% | +1.07% | |
| 18 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 1.77% | — | +3.68% | |
| 19 | CRM | Salesforce INC | 株式-IT | 1.62% | -0.11% | -0.68% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.59% | — | +1.36% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.39% | — | -17.90% | |
| 22 | FDD | First Trust Stoxx Europe | ETF-その他 | 1.20% | — | -10.76% | |
| 23 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 1.19% | -0.08% | EXIT | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.17% | — | -1.26% | |
| 25 | ROST | Ross Stores INC | 株式-一般消費財 | 0.90% | +0.13% | — | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.83% | — | -0.29% | |
| 27 | UBER | Uber Technologies INC | 株式-資本財 | 0.80% | — | -3.58% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.78% | -0.10% | +2.50% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.74% | — | +2.41% | |
| 30 | MINV | Matthews Asia Innovators Act | ETF-その他 | 0.71% | — | +1.54% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | -1.01% | |
| 32 | PINS | Pinterest Inc- Class A | 株式-通信サービス | 0.61% | — | -11.54% | |
| 33 | FCAL | First Trust California Munic | ETF-その他 | 0.61% | — | +62.24% | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 0.60% | -0.07% | -1.74% | |
| 35 | MRNA | Moderna INC | 株式-ヘルスケア | 0.58% | — | -0.51% | |
| 36 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 0.57% | +0.25% | +88.28% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.49% | +0.38% | +40.16% | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.43% | — | -35.03% | |
| 39 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.42% | — | -0.94% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.42% | — | +431.29% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | — | |
| 42 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.35% | — | +193.63% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.31% | — | -0.05% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.30% | — | — | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | — | -3.45% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | +0.11% | -45.15% | |
| 47 | ISCB | Ishares Morningstar Sm Cap | ETF-その他 | 0.28% | — | +2.93% | |
| 48 | IYK | Ishares US Consumer Staples | ETF-その他 | 0.27% | — | +182.53% | |
| 49 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 0.26% | — | -1.82% | |
| 50 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.26% | — | +8.63% |