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 | 9.75% | — | -3.93% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.58% | — | -2.12% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.20% | — | -2.50% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.76% | — | -5.99% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.52% | — | +1.07% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.18% | — | -3.04% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 5.02% | — | +0.61% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.00% | — | +0.12% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 4.54% | — | -4.10% | |
| 10 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 4.39% | — | -2.94% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.34% | — | -1.63% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 4.30% | — | -2.53% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.67% | — | -4.95% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.01% | — | +3.49% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.96% | — | -2.10% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.56% | — | -4.49% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.28% | — | -7.32% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.22% | — | -7.51% | |
| 19 | SHOP | Shopify INC - Class A | 株式-IT | 1.11% | — | -0.14% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.09% | — | -4.48% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.95% | — | -1.82% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | — | -5.51% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | — | -5.87% | |
| 24 | NFLX | Netflix INC | 株式-通信サービス | 0.72% | — | -6.47% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.71% | — | — | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.66% | — | +49.54% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | +14.94% | |
| 28 | OKTA | Okta INC | 株式-IT | 0.58% | — | -5.79% | |
| 29 | TEAM | Atlassian Corporation | 株式-IT | 0.58% | — | -0.05% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.55% | — | — | |
| 31 | COUPEUR | Coupa Software INC | 株式-その他 | 0.54% | — | -5.97% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | — | -0.13% | |
| 33 | ZM | Zoom Communications INC | 株式-IT | 0.46% | — | — | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.45% | — | -1.97% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.43% | — | -9.77% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.42% | — | -9.21% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.42% | — | -0.14% | |
| 38 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.40% | — | -3.52% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | -7.69% | |
| 40 | WIX | Wix.com Ltd. | 株式-IT | 0.34% | — | -4.33% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.34% | — | — | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.32% | — | -1.07% | |
| 43 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.30% | — | — | |
| 44 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.27% | — | — | |
| 45 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 0.24% | — | -5.08% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.23% | — | -0.44% | |
| 47 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.23% | — | -49.02% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.23% | — | -1.85% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.19% | — | -1.82% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.17% | — | — |