CIK: 0002004904
申告総資産額
$38.0億
上位200銘柄を表示中（全314銘柄）
| # | 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 | 11.31% | -0.25% | +2.52% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 9.38% | -0.98% | +3.01% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.88% | -1.26% | +2.08% | |
| 4 | ABFL | Abacus Fcf Leaders ETF | ETF-その他 | 6.48% | -3.33% | +2.27% | |
| 5 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 5.99% | +2.44% | +2.85% | |
| 6 | MBB | Ishares Mbs ETF | ETF-その他 | 5.85% | +0.59% | +1.98% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.57% | +0.33% | +2.00% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.32% | +0.49% | +1.02% | |
| 9 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 4.91% | — | +3.33% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.55% | -0.11% | +2.95% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.00% | -1.66% | +1.61% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.41% | -1.65% | +1.96% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.25% | +0.36% | -2.12% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.90% | — | +1.46% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.81% | — | +2.30% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.79% | -0.06% | +3.57% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.63% | — | +0.47% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.58% | +1.82% | +4.03% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.40% | -1.17% | +2.74% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.39% | +0.05% | +3.15% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.72% | +0.02% | +12.93% | |
| 22 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.65% | +0.02% | +10.25% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.63% | — | +1.24% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | -0.03% | -6.58% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.56% | +0.01% | -0.93% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | -0.07% | -3.26% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.47% | -0.11% | -4.31% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.36% | — | -4.78% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.31% | -0.04% | -7.36% | |
| 30 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.27% | — | -5.55% | |
| 31 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.25% | -0.03% | -4.10% | |
| 32 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.23% | +0.02% | +11.72% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | +0.03% | -2.32% | |
| 34 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.21% | — | -5.22% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | -0.03% | -9.29% | |
| 36 | SHYM | Ishares Short Duration High | ETF-その他 | 0.18% | — | +5.18% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.18% | — | +5.57% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | -0.03% | -2.11% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | -2.92% | |
| 40 | PSX | Phillips 66 | 株式-エネルギー | 0.16% | — | -6.61% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.16% | — | +4.75% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.15% | — | +29.48% | |
| 43 | TXN | Texas Instruments INC | 株式-IT | 0.15% | — | -1.46% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.15% | +0.03% | -1.51% | |
| 45 | COP | Conocophillips | 株式-エネルギー | 0.14% | +0.03% | -1.49% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.14% | — | -1.12% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.14% | — | -13.33% | |
| 48 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.11% | +0.01% | -5.53% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.11% | — | -0.94% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.10% | — | -6.26% |