CIK: 0001999827
申告総資産額
$1.6億
| # | 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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 9.20% | — | -4.22% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.43% | -1.21% | -20.78% | |
| 3 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 5.63% | -0.06% | -14.95% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.86% | -0.18% | -2.37% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.30% | +0.12% | -25.20% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.93% | -0.05% | -2.12% | |
| 7 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 3.66% | — | -42.16% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.59% | — | -0.97% | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 3.46% | — | -1.14% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.43% | -0.04% | -1.10% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 2.44% | -0.42% | -1.01% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.41% | +0.50% | -0.40% | |
| 13 | FDX | Fedex CORP | 株式-資本財 | 2.37% | -1.56% | +0.25% | |
| 14 | AMT | American Tower CORP | 株式-不動産 | 2.24% | +0.22% | -1.01% | |
| 15 | PLD | Prologis INC | 株式-不動産 | 2.23% | — | +0.59% | |
| 16 | RTX | Rtx CORP | 株式-資本財 | 2.22% | — | +0.57% | |
| 17 | NTR | Nutrien LTD | 株式-素材 | 2.19% | — | +53.74% | |
| 18 | NEM | Newmont CORP | 株式-素材 | 2.11% | — | +10.21% | |
| 19 | CUBE | Cubesmart | 株式-不動産 | 2.11% | — | +10.91% | |
| 20 | BXP | Bxp INC | 株式-不動産 | 1.98% | -0.06% | EXIT | |
| 21 | INTC | Intel CORP | 株式-IT | 1.95% | +0.08% | -30.12% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.82% | — | -63.08% | |
| 23 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.82% | -0.01% | +0.81% | |
| 24 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.80% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.29% | -0.39% | -0.36% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.16% | -0.11% | +0.42% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.02% | +1.35% | NEW | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.92% | +0.14% | -58.72% | |
| 29 | APD | Air Products & Chemicals INC | 株式-素材 | 0.89% | -0.07% | +130.53% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.88% | — | -0.54% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.80% | — | -3.05% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.78% | -0.20% | -6.99% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.66% | +0.80% | -5.58% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.60% | — | -1.00% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.51% | — | +1.50% | |
| 36 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.50% | — | -68.66% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.05% | — | |
| 38 | DOW | Dow INC | 株式-素材 | 0.42% | — | +2.13% | |
| 39 | IDV | Ishares International Select | ETF-その他 | 0.42% | — | +2.57% | |
| 40 | MDT | Medtronic plc | 株式-ヘルスケア | 0.40% | -0.05% | +4.08% | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.39% | — | +0.83% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.38% | -0.66% | +2.75% | |
| 43 | AIA | Ishares Asia 50 ETF | ETF-その他 | 0.34% | — | -5.68% | |
| 44 | BLKCHF | Blackrock INC | 株式-その他 | 0.33% | — | +2.54% | |
| 45 | LDOS | Leidos Holdings INC | 株式-IT | 0.33% | — | +0.03% | |
| 46 | WM | Waste Management INC | 株式-資本財 | 0.32% | — | -76.44% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | -53.96% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.30% | -0.25% | +0.41% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.28% | -0.03% | -2.62% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | — | -2.63% |