CIK: 0001858740
申告総資産額
$29.3億
上位200銘柄を表示中（全2350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 | 4.43% | -0.28% | +6.83% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.04% | -0.20% | +1.23% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.18% | — | -20.06% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.19% | — | -2.75% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.17% | -0.55% | +2.56% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.03% | -0.34% | +13.59% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.74% | -0.28% | +4.01% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.53% | — | -0.55% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.50% | — | -5.94% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.33% | -0.26% | +2.09% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.31% | — | -2.19% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | -0.14% | -2.93% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.17% | — | +15.66% | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.13% | — | -3.25% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.08% | — | +9.38% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.05% | — | -42.39% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.02% | — | -3.45% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.02% | — | +1.72% | |
| 19 | GTO | Invesco Total Return Bond Et | ETF-その他 | 1.00% | — | +1.67% | |
| 20 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 1.00% | — | +1.87% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.88% | — | +0.86% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.80% | — | +5.37% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.79% | — | +1.68% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.75% | -0.18% | +23.49% | |
| 25 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 0.73% | — | +7.96% | |
| 26 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.71% | — | +3.00% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | — | -22.62% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | -0.18% | +42.99% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | +0.19% | -18.27% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.64% | — | +1.09% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | — | +9.64% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.64% | — | +11.79% | |
| 33 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.63% | — | +31.92% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | -0.13% | -16.19% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.58% | — | +12.04% | |
| 36 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.57% | +0.67% | +27.53% | |
| 37 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.56% | — | +13.55% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | -0.12% | +1.05% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | — | +101.29% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | +10.52% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.53% | — | +1.36% | |
| 42 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.53% | — | +0.26% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | -0.12% | -0.30% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | — | -13.90% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | +38.46% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | — | -13.80% | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.51% | — | +13.30% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.50% | -0.25% | +13.07% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.50% | — | +11.39% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.49% | — | +29.94% |