CIK: 0001803386
申告総資産額
$2.5億
上位200銘柄を表示中（全975銘柄）
| # | 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 | 8.22% | -5.94% | +3.14% | |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.84% | — | +2.44% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.81% | — | -46.04% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.55% | — | +108.00% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.29% | -0.85% | -61.41% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.07% | — | -46.08% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.98% | — | +0.33% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | — | -80.52% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.84% | — | -75.99% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.75% | -0.10% | -91.13% | |
| 11 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.62% | — | -42.41% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.59% | — | +76.44% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.57% | — | +70.91% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.54% | — | +5.95% | |
| 15 | MBB | Ishares Mbs ETF | ETF-その他 | 1.52% | — | +208.87% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.51% | — | +16.44% | |
| 17 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 1.50% | — | +11.46% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.49% | — | -41.38% | |
| 19 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.43% | — | +270.78% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.41% | — | -93.22% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.41% | -0.18% | -82.53% | |
| 22 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.23% | — | +24.55% | |
| 23 | T | At&t INC | 株式-通信サービス | 1.17% | — | -74.05% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.13% | — | -88.91% | |
| 25 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.05% | — | -57.99% | |
| 26 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.99% | — | +75.85% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.98% | — | -8.07% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.91% | — | -58.46% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.91% | — | -92.13% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.88% | — | -98.79% | |
| 31 | D | Dominion Energy INC | 株式-公益事業 | 0.82% | — | -84.77% | |
| 32 | MO | Altria Group INC | 株式-生活必需品 | 0.76% | — | -79.73% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | -91.91% | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.73% | — | -91.92% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.73% | — | +0.06% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.16% | -93.94% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | — | -99.21% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.62% | — | -54.44% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | — | +17.26% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.57% | — | -93.93% | |
| 41 | CLX | Clorox Company | 株式-生活必需品 | 0.56% | — | -97.24% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | — | -66.24% | |
| 43 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.50% | — | -93.69% | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.48% | — | -98.33% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | — | +68.62% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.48% | -0.10% | -77.35% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | — | -45.52% | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.47% | — | +506.96% | |
| 49 | IIM | Invesco Value Municipal Inco | 株式-その他 | 0.46% | -0.09% | -84.61% | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.44% | — | -35.77% |