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 | 23.26% | -0.83% | -0.96% | |
| 2 | BBUS | Jpmorgan Betabuilders US Equ | ETF-その他 | 15.75% | +0.45% | +8.45% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 9.16% | -0.09% | +2.81% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.40% | +0.50% | +1.69% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.29% | +0.80% | +0.88% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 5.28% | +0.25% | +6.86% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.91% | -0.13% | +1.02% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.44% | -0.76% | -0.76% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-その他 | 4.11% | +0.12% | +6.49% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.66% | -0.21% | -8.89% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.58% | +0.44% | +19.53% | |
| 12 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 1.21% | -0.28% | -8.45% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.88% | -0.06% | -11.10% | |
| 14 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.82% | +0.12% | -0.66% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.79% | -0.04% | +2.59% | |
| 16 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.72% | — | -0.46% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.67% | -0.05% | +7.60% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.64% | — | +4.03% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.64% | — | -2.92% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.60% | -0.03% | -5.04% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.60% | -0.03% | -4.75% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.58% | -0.02% | +2.02% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.57% | -0.01% | +4.56% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.49% | +0.03% | -0.55% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | -0.01% | +0.77% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.44% | +0.01% | -2.45% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.43% | -0.03% | +0.54% | |
| 28 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 0.38% | +0.01% | +31.47% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.36% | -0.02% | +5.80% | |
| 30 | IQLT | Ishares Msci International Q | ETF-その他 | 0.33% | — | +0.43% | |
| 31 | BND | Vanguard Total Bond Market | ETF-その他 | 0.31% | — | -1.71% | |
| 32 | CLFD | Clearfield INC | 株式-その他 | 0.28% | +0.08% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | -2.95% | |
| 34 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.24% | — | -24.87% | |
| 35 | PCAR | Paccar INC | 株式-資本財 | 0.22% | — | — | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.22% | — | +23.97% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.22% | — | -0.62% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.22% | — | -1.15% | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.21% | — | +12.39% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.20% | -0.01% | +4.79% | |
| 41 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.20% | — | -3.98% | |
| 42 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 0.19% | +0.01% | +5.40% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.18% | — | — | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.17% | — | — | |
| 45 | CGMU | Cap Group Municipal Income | ETF-その他 | 0.16% | — | — | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.16% | +0.06% | +22.98% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.14% | — | +0.14% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.14% | — | -1.24% | |
| 49 | EBAY | Ebay INC | 株式-一般消費財 | 0.13% | +0.01% | — | |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.13% | — | +55.26% |