CIK: 0002027449
申告総資産額
$1.5億
| # | 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 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 7.78% | -0.46% | +0.38% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.21% | -0.14% | -12.85% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.62% | -0.18% | -8.38% | |
| 4 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 4.54% | -0.45% | -28.05% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.96% | +0.15% | -0.52% | |
| 6 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.93% | -0.21% | +130.24% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.64% | — | -12.00% | |
| 8 | IQLT | Ishares Msci International Q | ETF-その他 | 3.54% | -0.07% | -12.91% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.34% | — | +77.09% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.11% | -0.08% | +11.18% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.07% | — | +0.17% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.02% | -0.23% | -8.78% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.70% | -0.44% | +2.44% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.68% | — | -33.53% | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 2.60% | — | -9.52% | |
| 16 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 2.44% | -1.87% | +1.88% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.43% | — | -1.24% | |
| 18 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 2.39% | +0.21% | +97.80% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 2.35% | -0.59% | +10.53% | |
| 20 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.86% | +0.27% | +0.76% | |
| 21 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.83% | — | +4.21% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 1.64% | -0.39% | — | |
| 23 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.63% | +0.06% | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.61% | -0.11% | +37.38% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.61% | — | -2.34% | |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.61% | — | -20.52% | |
| 27 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 1.56% | — | -1.53% | |
| 28 | VAW | Vanguard Materials ETF | ETF-その他 | 1.49% | +0.12% | -54.10% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.49% | — | -2.15% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 1.41% | -0.13% | -6.60% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.39% | -1.06% | EXIT | |
| 32 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.23% | — | +30.68% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.22% | -0.81% | -7.69% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.76% | +0.71% | -47.83% | |
| 35 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.74% | -1.27% | -5.12% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.70% | +0.03% | +62.51% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.62% | +0.03% | -1.81% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | -0.06% | +10.10% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.50% | +0.09% | +0.20% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.50% | -0.08% | -6.69% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | -0.10% | +9.93% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.47% | — | -27.91% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.09% | -11.78% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | — | -15.08% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | -0.04% | -11.35% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.32% | — | -2.96% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | -0.35% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.04% | +7.64% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.25% | — | +7.31% | |
| 50 | KLAC | Kla CORP | 株式-IT | 0.25% | — | +0.27% |