CIK: 0001858740
申告総資産額
$29.3億
上位200銘柄を表示中（全2202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 | 4.64% | -0.28% | -13.83% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.70% | -0.20% | -14.87% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.17% | -0.26% | +774.23% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.95% | -0.55% | -3.85% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.82% | -0.34% | -2.82% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.70% | — | +207.52% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.39% | -0.28% | -5.02% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.69% | — | +3.26% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.61% | -0.14% | -5.96% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.18% | — | -2.76% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.13% | -0.18% | -3.58% | |
| 12 | XLF | Ss Financial Select Sector | ETF-その他 | 1.10% | -0.18% | -11.08% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.08% | — | +1.46% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.02% | — | +0.72% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.01% | — | -4.18% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.00% | — | -8.11% | |
| 17 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.00% | — | -4.04% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.00% | -0.13% | -0.72% | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.95% | — | +0.44% | |
| 20 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.92% | — | -3.13% | |
| 21 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.91% | — | -3.40% | |
| 22 | GTO | Invesco Total Return Bond Et | ETF-その他 | 0.91% | — | -3.71% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.88% | +0.19% | -7.05% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.87% | — | -3.05% | |
| 25 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.81% | — | -2.90% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.77% | — | -10.42% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.77% | — | -3.39% | |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.73% | — | -1.59% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | — | -9.61% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.66% | -0.12% | -1.49% | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.66% | — | -0.21% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.66% | — | -2.06% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.65% | — | -5.63% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.64% | — | -12.65% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | -0.12% | -4.94% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.62% | — | -12.14% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | -15.11% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | — | -3.26% | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.51% | — | -1.30% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | — | +4.94% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | -25.73% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -13.55% | |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.47% | — | -10.17% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.41% | — | -1.56% | |
| 45 | ANETEUR | Arista Networks INC | 株式-その他 | 0.40% | — | +2.23% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.40% | — | -5.61% | |
| 47 | SECT | Main Sector Rotation ETF | ETF-その他 | 0.39% | — | -0.92% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.38% | — | -16.32% | |
| 49 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.38% | — | +0.95% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | -16.43% |