CIK: 0002010748
申告総資産額
$5.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 33.16% | -0.83% | +2.25% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 8.84% | -0.09% | +2.53% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 7.69% | -0.76% | +3.84% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.98% | -0.13% | -0.68% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 6.90% | +0.80% | +2.53% | |
| 6 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 5.79% | -0.28% | +10.81% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.58% | -0.21% | +1.43% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-その他 | 4.60% | -0.06% | +0.48% | |
| 9 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 4.16% | — | +7.61% | |
| 10 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.99% | +0.12% | -2.33% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.98% | — | -56.41% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.97% | -0.03% | +189.35% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.91% | -0.03% | -3.67% | |
| 14 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.87% | — | +199.25% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.85% | — | +3.59% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.84% | — | -3.32% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.79% | -0.04% | +198.11% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.72% | -0.05% | -3.43% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.61% | -0.01% | -6.78% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.61% | +0.03% | +98.82% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.57% | -0.03% | -6.50% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | -0.01% | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | -0.02% | -0.83% | |
| 24 | CLFD | Clearfield INC | 株式-その他 | 0.42% | +0.08% | — | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.40% | — | -0.60% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | +2.29% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.29% | — | +1.19% | |
| 28 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.27% | — | -22.54% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.26% | +0.01% | — | |
| 30 | PCAR | Paccar INC | 株式-資本財 | 0.26% | — | — | |
| 31 | IQLT | Ishares Msci International Q | ETF-その他 | 0.23% | — | -28.01% | |
| 32 | ✓ | Invesco Qqq Trust | 株式-その他 | 0.23% | — | +6.88% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.22% | +0.01% | +1.79% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | -1.68% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.21% | — | -8.17% | |
| 36 | GIS | General Mills INC | 株式-生活必需品 | 0.17% | — | -3.73% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.15% | — | -7.40% | |
| 38 | EBAY | Ebay INC | 株式-一般消費財 | 0.15% | +0.01% | — | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.12% | — | — | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.11% | — | — | |
| 41 | MRVL | Marvell Technology INC | 株式-IT | 0.11% | +0.13% | — | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.11% | — | -5.63% | |
| 43 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.11% | — | +2.17% | |
| 44 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.10% | — | +0.50% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | — | -32.72% | |
| 46 | ✓ | Target Corporation | 株式-その他 | 0.10% | — | -1.94% | |
| 47 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 0.09% | — | -3.54% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.09% | — | +5.19% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.08% | — | — | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.08% | — | — |