CIK: 0002103332
申告総資産額
$1.4億
| # | 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 | 10.02% | +0.98% | — | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.98% | -0.14% | — | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 6.89% | +0.12% | — | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 6.79% | -0.41% | — | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 5.54% | +0.36% | — | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.40% | +0.23% | — | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-その他 | 5.02% | -1.93% | — | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.72% | +0.34% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.13% | -0.30% | — | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.90% | -0.10% | — | |
| 11 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.61% | +0.05% | — | |
| 12 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 2.50% | — | — | |
| 13 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 2.46% | +0.15% | — | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.30% | +0.11% | — | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.19% | -0.17% | — | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.08% | -0.42% | — | |
| 17 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.76% | -0.57% | — | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.76% | +0.20% | — | |
| 19 | MBB | Ishares Mbs ETF | ETF-その他 | 1.32% | +0.10% | — | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.30% | +0.10% | — | |
| 21 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 1.26% | -0.45% | — | |
| 22 | AAPL | Apple INC | 株式-IT | 1.07% | -0.07% | — | |
| 23 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.03% | -0.06% | — | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 1.01% | -0.09% | — | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.99% | -0.07% | — | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.87% | -0.03% | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.74% | -0.24% | — | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.73% | — | — | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.69% | -0.04% | — | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.67% | — | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.64% | -0.02% | — | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.55% | — | — | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.50% | -0.30% | — | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | -0.04% | — | |
| 35 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.45% | +1.19% | — | |
| 36 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.43% | — | — | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.38% | — | — | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.09% | — | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.36% | — | — | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.35% | — | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.34% | — | — | |
| 42 | GE | General Electric | 株式-資本財 | 0.34% | — | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | -0.03% | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.31% | — | — | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.31% | — | — | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.31% | -0.06% | — | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.30% | -0.30% | EXIT | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.30% | -0.03% | — | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.29% | -0.05% | — | |
| 50 | VFH | Vanguard Financials ETF | ETF-その他 | 0.29% | — | — |