CIK: 0002040084
申告総資産額
$16.7億
上位200銘柄を表示中（全277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 | 20.13% | +1.36% | +18.96% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 7.51% | -2.63% | -27.99% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.20% | -1.74% | +5.14% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 4.39% | +0.10% | +8.00% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.95% | -0.19% | +6.84% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.76% | +0.06% | +12.90% | |
| 7 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.46% | — | +0.87% | |
| 8 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.33% | -0.21% | +4.56% | |
| 9 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 2.25% | -1.52% | -5.38% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.13% | +0.05% | +6.93% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.10% | -0.10% | -0.91% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.69% | +0.25% | +24.76% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.42% | +0.08% | -1.70% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.41% | +0.07% | +4.09% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.28% | +0.20% | +27.61% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.27% | -0.05% | +0.01% | |
| 17 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.23% | — | -2.42% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.21% | — | +1.98% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.16% | +0.07% | +3.23% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.15% | — | +10.11% | |
| 21 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.09% | -0.73% | EXIT | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.08% | +0.10% | +9.50% | |
| 23 | VRSN | Verisign INC | 株式-IT | 1.02% | — | — | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.00% | — | -3.80% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.99% | +0.14% | -2.22% | |
| 26 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.91% | +0.05% | +6.65% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.84% | -0.05% | +7.70% | |
| 28 | IQLT | Ishares Msci International Q | ETF-その他 | 0.73% | — | +5.84% | |
| 29 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.72% | -0.12% | +0.03% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.71% | — | +5.76% | |
| 31 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.64% | — | +2.89% | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.61% | -0.06% | -8.49% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | — | +1.22% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | +0.06% | +1.70% | |
| 35 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.55% | — | +7.41% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.53% | -0.06% | -4.22% | |
| 37 | SOFI | Sofi Technologies INC | 株式-金融 | 0.53% | — | -0.62% | |
| 38 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.46% | — | -0.29% | |
| 39 | USIG | Ishares Broad Usd Investment | ETF-その他 | 0.44% | — | +2.66% | |
| 40 | PFM | Invesco Dividend Achievers E | ETF-その他 | 0.42% | — | +3.58% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.39% | — | +4.57% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.09% | +2.67% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.37% | — | -12.68% | |
| 44 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.37% | +0.05% | +1.15% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.36% | — | +0.76% | |
| 46 | AON | Aon plc | 株式-金融 | 0.36% | — | -3.08% | |
| 47 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.34% | — | +4.02% | |
| 48 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.31% | -0.05% | -1.30% | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.31% | — | +4.73% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.30% | — | +0.48% |