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 | 13.61% | -0.26% | +9.70% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-その他 | 6.36% | +0.11% | +5.39% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.57% | -0.10% | +4.48% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.12% | -0.29% | +4.61% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.55% | -0.25% | -6.07% | |
| 6 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 3.44% | -0.27% | -9.24% | |
| 7 | IXN | Ishares Global Tech ETF | ETF-テック型 | 3.34% | -0.16% | +3.20% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.06% | -0.06% | -20.80% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.78% | -0.10% | +1.55% | |
| 10 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 2.76% | +0.08% | +32.39% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 2.57% | -0.43% | -18.92% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.39% | — | +10.37% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.15% | -0.32% | +10.02% | |
| 14 | KMID | Virtus Kar Mid-cap ETF | ETF-その他 | 2.10% | — | +1.66% | |
| 15 | GLBE | Global-E Online Ltd. | 株式-その他 | 1.96% | -0.42% | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.85% | -0.09% | -0.94% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.83% | -0.16% | +22.50% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.62% | +0.38% | +21.66% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.36% | +0.11% | +0.04% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.36% | — | +5.96% | |
| 21 | SPG | Simon Property Group INC | 株式-不動産 | 1.29% | -0.10% | -16.05% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | +14.37% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.15% | — | +4.18% | |
| 24 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.13% | -0.25% | -28.56% | |
| 25 | FRT | Federal Realty Invs Trust | 株式-不動産 | 1.11% | +0.19% | +110.36% | |
| 26 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 1.05% | — | +11.50% | |
| 27 | INTF | Ishares International Equity | ETF-その他 | 1.02% | +0.90% | +152.02% | |
| 28 | GS | Goldman Sachs Group INC | 株式-金融 | 0.96% | -0.07% | +1.26% | |
| 29 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 0.87% | +0.70% | +107.94% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.84% | -0.10% | -4.82% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.84% | -0.30% | -19.19% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.82% | -0.10% | +1.30% | |
| 33 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 0.72% | — | -0.14% | |
| 34 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.69% | — | +21.94% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.66% | — | -6.82% | |
| 36 | O | Realty Income CORP | 株式-不動産 | 0.64% | +0.12% | +57.56% | |
| 37 | ROST | Ross Stores INC | 株式-一般消費財 | 0.63% | +0.13% | — | |
| 38 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.63% | — | -4.56% | |
| 39 | WPC | Wp Carey INC | 株式-不動産 | 0.59% | — | -14.02% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.54% | — | +15.52% | |
| 41 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 0.54% | +0.25% | -5.33% | |
| 42 | MINV | Matthews Asia Innovators Act | ETF-その他 | 0.53% | — | -1.57% | |
| 43 | DIAL | Columbia Divers Fix INC ETF | ETF-その他 | 0.51% | — | +157.32% | |
| 44 | MRVL | Marvell Technology INC | 株式-IT | 0.49% | +0.08% | +4.38% | |
| 45 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.46% | — | +59.79% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | +0.16% | +15.36% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.44% | — | +4.04% | |
| 48 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-その他 | 0.41% | +0.40% | +58.77% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.40% | +0.14% | -1.23% | |
| 50 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 0.40% | +0.87% | — |