CIK: 0001858740
申告総資産額
$29.3億
上位200銘柄を表示中（全2382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 | AAPL | Apple INC | 株式-IT | 4.38% | -0.20% | +5.41% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.18% | -0.28% | +6.40% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.86% | — | -9.72% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.21% | -0.55% | +18.05% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.19% | — | -2.90% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.85% | -0.34% | +20.19% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.77% | — | -28.92% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | -0.28% | -4.88% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.55% | — | -0.42% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.55% | — | -3.76% | |
| 11 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 1.36% | — | +4.98% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.36% | — | +4.12% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.23% | -0.26% | -1.11% | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.19% | — | +26.37% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.14% | -4.84% | |
| 16 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.02% | — | +2.39% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.01% | — | +11.99% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.01% | — | +5.27% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | — | +6.19% | |
| 20 | GTO | Invesco Total Return Bond Et | ETF-その他 | 0.99% | — | +5.49% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | — | -3.78% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.89% | — | +3.71% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.78% | — | +7.58% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | +0.19% | -17.77% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.73% | — | -18.63% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.70% | — | +6.80% | |
| 27 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 0.67% | — | +2.48% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.64% | — | -0.69% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | — | -9.75% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.60% | -0.13% | +0.57% | |
| 31 | XLF | Ss Financial Select Sector | ETF-その他 | 0.60% | -0.18% | +13.98% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.58% | — | +13.91% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.58% | — | +3.92% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.55% | — | +41.02% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.54% | — | +29.62% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | — | +0.51% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.53% | — | +4.57% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | -0.12% | +0.20% | |
| 39 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.53% | — | +4.50% | |
| 40 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.51% | — | -8.23% | |
| 41 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.50% | — | +24.34% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | -0.12% | -1.63% | |
| 43 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.46% | — | +20.23% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | +1.58% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | +1.85% | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.45% | +0.67% | -1.78% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.45% | — | +16.06% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.45% | — | -0.22% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.45% | — | -21.22% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.45% | -0.18% | -11.63% |