CIK: 0001858740
申告総資産額
$29.3億
上位200銘柄を表示中（全2299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 | 4.85% | -0.28% | -3.73% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.31% | -0.20% | -6.05% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.71% | -0.55% | -3.05% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.48% | -0.26% | -3.12% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.48% | -0.34% | -0.54% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.20% | -0.28% | -0.73% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.47% | — | -2.22% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | -0.14% | +0.80% | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 1.19% | -0.18% | +0.55% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.15% | — | +1.57% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | -0.18% | -2.93% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.04% | — | -3.73% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.03% | — | +401.35% | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.99% | — | +1.47% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.97% | — | +8.87% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 0.92% | — | -0.41% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.92% | — | +2.80% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.90% | — | +1.85% | |
| 19 | GTO | Invesco Total Return Bond Et | ETF-その他 | 0.89% | — | +1.61% | |
| 20 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.89% | — | +1.63% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.85% | — | +0.17% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.83% | — | +5.62% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.82% | — | -69.14% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | -0.13% | +1.22% | |
| 25 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.80% | — | -1.49% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | +0.19% | -9.20% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | — | +2.49% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.72% | — | -2.42% | |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.70% | — | +2.13% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | — | -9.92% | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.66% | — | -24.31% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.64% | — | +1.63% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.63% | — | +12.04% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.63% | — | -1.50% | |
| 35 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.61% | +0.67% | +21.77% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | +16.21% | |
| 37 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.59% | — | -1.49% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.58% | — | +8.24% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | -0.12% | +0.38% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -9.29% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.12% | -13.04% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.50% | — | +3.54% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.48% | — | +9.98% | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.47% | — | +1.03% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | +5.37% | |
| 46 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.46% | — | -13.18% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | — | -2.33% | |
| 48 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.45% | — | -8.86% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | -1.04% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.41% | — | -19.56% |