CIK: 0001787274
申告総資産額
$9.2億
上位200銘柄を表示中（全207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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.06% | -0.32% | -3.76% | |
| 2 | ✓ | iShares Core MSCI EMU UCITS ETF (Acc) | ETF-その他 | 4.05% | -0.64% | -1.88% | |
| 3 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Acc) | ETF-投資適格社債 | 3.82% | -0.27% | +27.63% | |
| 4 | ✓ | iShares S&P 500 Equal Weight UCITS ETF (Acc) | ETF-大型株・グロース | 3.02% | — | -4.12% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.93% | -0.19% | -3.83% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.72% | -0.14% | -1.47% | |
| 7 | ✓ | iShares Core S&P 500 UCITS ETF (Acc) | ETF-大型株・グロース | 2.64% | -1.02% | -24.79% | |
| 8 | ✓ | iShares MSCI USA Small Cap UCITS ETF (Acc) | ETF-中小型株 | 2.50% | -0.10% | +0.33% | |
| 9 | ✓ | iShares MSCI EM ex-China UCITS ETF (Acc) | ETF-新興国市場 | 2.45% | +0.34% | +0.66% | |
| 10 | ✓ | iShares US Mortgage Backed Securities UCITS ETF (Acc) | ETF-その他 | 2.22% | — | +3.66% | |
| 11 | ✓ | iShares S&P 500 Swap UCITS ETF USD (Acc) | ETF-大型株・グロース | 1.95% | — | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.86% | — | +0.84% | |
| 13 | ✓ | iShares MSCI ACWI UCITS ETF | ETF-その他 | 1.70% | -0.28% | -1.47% | |
| 14 | ✓ | Ish Usd Float Bond Usd Acc | 株式-その他 | 1.67% | — | +0.52% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.67% | -0.13% | -3.99% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | -0.15% | +0.02% | |
| 17 | ✓ | iShares MSCI World UCITS ETF | ETF-その他 | 1.62% | +1.58% | NEW | |
| 18 | ✓ | iShares $ Treasury Bond 0-1yr UCITS ETF (Acc) | ETF-政府公債 | 1.57% | -0.11% | -12.60% | |
| 19 | ✓ | iShares MSCI Japan UCITS ETF (Acc) | ETF-その他 | 1.42% | +0.30% | +0.33% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.29% | +0.16% | -1.57% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | -0.28% | — | |
| 22 | ✓ | iShares J.P. Morgan $ EM Bond UCITS ETF (Acc) | ETF-その他 | 1.20% | — | -2.96% | |
| 23 | ✓ | iShares Core S&P 500 UCITS ETF USD (Dist) | ETF-大型株・グロース | 1.17% | +1.03% | NEW | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.11% | — | +0.02% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.09% | -0.08% | -4.83% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 1.03% | -0.09% | — | |
| 27 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.01% | -0.09% | +27.88% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.99% | — | — | |
| 29 | ✓ | iShares $ Short Duration High Yield Corp Bond UCITS ETF (Acc) | ETF-投資適格社債 | 0.97% | +0.34% | -2.28% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.93% | — | -0.61% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.93% | -0.19% | +0.93% | |
| 32 | XLF | Ss Financial Select Sector | ETF-その他 | 0.93% | -0.07% | +0.01% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.90% | +0.17% | -1.31% | |
| 34 | ✓ | Invesco Preferred Shares UCITS ETF (Acc) | ETF-その他 | 0.90% | — | -2.66% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.84% | — | -10.74% | |
| 36 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 0.83% | — | +0.41% | |
| 37 | ✓ | SPDR SP400 Midcap UCITS ETF | ETF-その他 | 0.81% | — | -0.40% | |
| 38 | ✓ | 株式-その他 | 0.80% | — | +66.56% | ||
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | — | |
| 40 | ✓ | iShares $ Treasury Bond 1-3yr UCITS ETF (Acc) | ETF-政府公債 | 0.78% | — | -1.97% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | — | -8.87% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.70% | -0.33% | — | |
| 43 | ✓ | iShares $ Corp Bond UCITS ETF (Acc) | ETF-投資適格社債 | 0.66% | — | — | |
| 44 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Dist) | ETF-投資適格社債 | 0.66% | -0.11% | +32.19% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.60% | — | — | |
| 46 | ✓ | iShares Core S&P 500 UCITS ETF (Acc) | ETF-大型株・グロース | 0.57% | — | -58.08% | |
| 47 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.56% | — | -0.12% | |
| 48 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.55% | — | — | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.53% | — | -3.35% | |
| 50 | ✓ | iShares Core MSCI Europe UCITS ETF (Dist) | ETF-その他 | 0.51% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Acc) | +0.6% | +27.63% | 増加 |
| 2 | ✓ | +0.5% | +66.56% | 増加 | |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | — | 減少 |
| 4 | ✓ | iShares MSCI EM ex-China UCITS ETF (Acc) | +0.3% | +0.66% | 増加 |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | +19.74% | 増加 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | — | 変化なし |
| 7 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Dist) | +0.2% | +32.19% | 増加 |
| 8 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.2% | +27.88% | 増加 |
| 9 | ✓ | iShares MSCI USA Small Cap UCITS ETF (Acc) | +0.2% | +0.33% | 増加 |
| 10 | MSFT | Microsoft CORP | +0.2% | +0.93% | 減少 |
| 11 | NVDA | Nvidia CORP | +0.2% | -3.35% | 増加 |
| 12 | VGT | Vanguard Info Tech ETF | +0.2% | — | 増加 |
| 13 | ✓ | iShares Core MSCI EMU UCITS ETF (Acc) | +0.2% | — | 増加 |
| 14 | PFF | Ishares Preferred & Income S | +0.2% | +6.79% | 増加 |
| 15 | VOOV | Vanguard S&p 500 Value ETF | +0.1% | +95.97% | 増加 |
| 16 | ✓ | iShares MSCI World UCITS ETF | +0.1% | — | 変化なし |
| 17 | ✓ | iShares MSCI Japan UCITS ETF (Acc) | +0.1% | +0.33% | 増加 |
| 18 | BAC | Bank Of America CORP | +0.1% | — | 変化なし |
| 19 | META | Meta Platforms Inc-class A | +0.1% | — | 減少 |
| 20 | IVW | Ishares S&p 500 Growth ETF | +0.1% | — | 変化なし |
| 21 | IWF | Ishares Russell 1000 Growth | +0.1% | — | 変化なし |
| 22 | AMZN | Amazon.com INC | +0.1% | +0.02% | 減少 |
| 23 | ✓ | iShares Core MSCI EMU UCITS ETF (Acc) | +0.1% | -1.88% | 減少 |
| 24 | ✓ | iShares MSCI ACWI UCITS ETF | +0.1% | -1.47% | 減少 |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | -3.99% | 減少 |
| 26 | VO | Vanguard Mid-cap ETF | +0.1% | +0.84% | 減少 |
| 27 | ✓ | SPDR SP400 Midcap UCITS ETF | +0.1% | -0.40% | 増加 |
| 28 | ✓ | iShares Core S&P 500 UCITS ETF USD (Dist) | 0% | -4.73% | 減少 |
| 29 | VGK | Vanguard Ftse Europe ETF | 0% | -1.57% | 減少 |
| 30 | AAPL | Apple INC | 0% | -3.83% | 減少 |
| 31 | VOO | Vanguard S&p 500 ETF | -0.1% | -3.76% | 減少 |
| 32 | DBEU | Xtrackers Msci Europe Hedged | -0.1% | -0.39% | 減少 |
| 33 | ✓ | iShares Corp Bond UCITS ETF | -0.1% | — | 減少 |
| 34 | ✓ | iShares US Property Yield UCITS ETF (Dist) | -0.3% | — | 減少 |
| 35 | ✓ | iShares Developed Markets Property Yield UCITS ETF (Acc) | -0.3% | +0.06% | 減少 |
| 36 | ✓ | iShares $ Corp Bond UCITS ETF (Acc) | -0.8% | — | 減少 |
| 37 | ✓ | iShares Core S&P 500 UCITS ETF (Acc) | -0.9% | -58.08% | 減少 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -1.1% | -1.47% | 減少 |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | -1.3% | -68.61% | 減少 |
| 40 | ✓ | iShares Core S&P 500 UCITS ETF (Acc) | -1.9% | -24.79% | 減少 |
| 41 | ✓ | iShares S&P 500 Swap UCITS ETF USD (Acc) | — | NEW | 新規購入 |
| 42 | JMST | JPM Ultra-short Muni Income | — | NEW | 新規購入 |
| 43 | ✓ | iShares S&P 500 Swap UCITS ETF (Acc) | — | NEW | 新規購入 |
| 44 | XOM | Exxon Mobil CORP | — | EXIT | 全売却 |
| 45 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 46 | XOP | Ss Spdr S&p Og Exp & Prod | — | EXIT | 全売却 |
| 47 | VPL | Vanguard Ftse Pacific ETF | — | NEW | 新規購入 |
| 48 | USFR | Wisdomtree Floating Rate Tre | — | NEW | 新規購入 |
| 49 | VGUS | Vanguard Ultra Shrt Treasury | — | NEW | 新規購入 |
| 50 | HEZU | Ishares Currency Hedged Msci | — | NEW | 新規購入 |