CIK: 0001858740
申告総資産額
$29.3億
上位200銘柄を表示中（全2167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 | 3.72% | -0.28% | -22.89% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.32% | -0.20% | -44.19% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.25% | — | +3.89% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.17% | — | +224.79% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.15% | — | +79.34% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.46% | -0.28% | -24.27% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.89% | -0.55% | -36.81% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.87% | — | +64.06% | |
| 9 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 1.85% | — | +105.29% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.77% | — | -14.06% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.52% | -0.34% | -12.07% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.51% | -0.14% | +1376.60% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.42% | — | -27.19% | |
| 14 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.36% | — | +96.08% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.29% | — | -38.96% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.24% | — | -7.72% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.20% | — | -10.68% | |
| 18 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.19% | — | -7.69% | |
| 19 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 1.18% | — | -6.87% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.15% | — | -30.26% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.08% | — | +0.86% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.02% | +0.19% | -26.37% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.01% | — | -29.84% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.91% | — | -6.26% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.88% | — | -25.11% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.80% | — | -27.55% | |
| 27 | XLF | Ss Financial Select Sector | ETF-その他 | 0.70% | -0.18% | -17.27% | |
| 28 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.69% | — | -16.89% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.66% | — | -20.95% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.65% | -0.12% | -4.20% | |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.63% | — | -19.39% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | -41.64% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | -34.30% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.61% | — | -47.03% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | -0.12% | +1357.06% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.58% | — | -6.96% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.57% | — | -24.97% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.57% | — | -18.42% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.56% | -0.13% | -25.74% | |
| 40 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.55% | -0.25% | -33.41% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.53% | — | -5.65% | |
| 42 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.50% | — | -24.48% | |
| 43 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.50% | — | -31.60% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | — | +120.03% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | — | -34.16% | |
| 46 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.47% | — | -42.20% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.47% | — | -35.05% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.47% | — | -20.98% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.46% | — | -11.83% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.45% | — | -6.46% |