CIK: 0001730068
申告総資産額
$4.3億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.37% | — | +1.70% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 10.15% | — | +4.45% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.76% | — | +8.57% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 7.44% | — | -0.97% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 7.42% | — | -3.07% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.98% | — | +9.21% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.39% | — | +6.46% | |
| 8 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 4.14% | — | +8.01% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.74% | — | — | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.66% | — | +6.68% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.61% | — | +27.09% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 3.37% | — | +6.08% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.01% | — | -1.11% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.35% | — | +0.54% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.65% | — | +5.84% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.58% | — | +10.36% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | — | +10.72% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.39% | — | -8.93% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.10% | — | +2.21% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.08% | — | +7.09% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | — | +9.85% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | — | +2.44% | |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.66% | — | -1.14% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.65% | — | +9.99% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.63% | — | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | +8.01% | |
| 27 | SHOP | Shopify INC - Class A | 株式-IT | 0.60% | — | +4.90% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | +1.87% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.59% | — | +4.89% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.59% | — | -20.67% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.49% | — | +5.97% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | -3.17% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.47% | — | +0.25% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.45% | — | — | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.44% | — | -11.91% | |
| 36 | CSX | Csx CORP | 株式-資本財 | 0.40% | — | — | |
| 37 | AAPL | Apple INC | 株式-IT | 0.39% | — | +5.27% | |
| 38 | XYZ | Block INC | 株式-金融 | 0.38% | — | — | |
| 39 | OPY | Oppenheimer Holdings Inc. | 株式-その他 | 0.32% | — | +6.85% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.29% | — | — | |
| 41 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.23% | — | -19.66% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.22% | — | -0.15% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.18% | — | -1.71% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.17% | — | +1.75% | |
| 45 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.14% | — | -96.40% | |
| 46 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.13% | — | — | |
| 47 | XLF | Ss Financial Select Sector | ETF-その他 | 0.12% | — | -60.03% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.10% | — | — | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.10% | — | -23.37% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.10% | — | — |