CIK: 0001858740
申告総資産額
$29.3億
上位200銘柄を表示中（全2377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 | 4.60% | -0.28% | -15.56% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.36% | -0.26% | -16.47% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.12% | +0.67% | +1276.80% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.08% | — | -20.92% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.85% | -0.20% | -22.46% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.42% | -0.28% | -14.56% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.35% | -0.55% | -27.68% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.16% | -0.34% | -23.24% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.49% | -0.18% | -20.17% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | — | -28.13% | |
| 11 | XLF | Ss Financial Select Sector | ETF-その他 | 1.25% | -0.18% | -18.62% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.19% | -0.14% | -26.88% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.04% | — | -12.08% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.95% | — | +30.99% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.93% | +0.19% | -24.54% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.87% | — | -20.63% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.86% | — | -16.34% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.84% | — | -12.39% | |
| 19 | GTO | Invesco Total Return Bond Et | ETF-その他 | 0.82% | — | -12.48% | |
| 20 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.81% | — | -12.74% | |
| 21 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.80% | — | -18.73% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.80% | — | -20.52% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.80% | — | -2.14% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.78% | -0.12% | -1.13% | |
| 25 | NFLX | Netflix INC | 株式-通信サービス | 0.77% | — | -23.30% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.76% | — | -1.48% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | -0.13% | -19.32% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.75% | — | -19.40% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | -31.95% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.72% | — | -19.44% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.71% | +0.19% | -11.65% | |
| 32 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.68% | — | -21.00% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | -32.92% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.67% | -0.13% | -4.11% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.62% | — | -19.77% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.61% | — | -57.60% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.60% | — | +0.20% | |
| 38 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.57% | — | +16.00% | |
| 39 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.56% | — | +4.25% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | -0.12% | -10.21% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.56% | — | -20.22% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | -23.85% | |
| 43 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.52% | — | — | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | -34.70% | |
| 45 | UBER | Uber Technologies INC | 株式-資本財 | 0.50% | — | -24.68% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.49% | — | -5.87% | |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.49% | — | -22.36% | |
| 48 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.48% | — | +0.31% | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.45% | — | -4.07% | |
| 50 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.44% | -0.27% | -19.78% |