CIK: 0002040084
申告総資産額
$16.7億
上位200銘柄を表示中（全305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 | 16.79% | +1.36% | +0.69% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 9.48% | -2.63% | +12.44% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.26% | -1.74% | +17.61% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 3.72% | +0.10% | +5.07% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.44% | -0.21% | +6.21% | |
| 6 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 2.44% | — | -3.46% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.41% | +0.35% | +4.79% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.02% | +0.06% | +1.01% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.92% | +0.08% | +0.29% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.90% | -0.10% | -5.79% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.82% | +0.14% | -0.76% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.80% | +0.05% | +13.61% | |
| 13 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.79% | -1.52% | +25.41% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.44% | +0.25% | +3.54% | |
| 15 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.39% | +0.22% | +3.59% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.34% | +0.07% | -4.65% | |
| 17 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.29% | +0.31% | +187.54% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.11% | — | -0.90% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.11% | — | +1.40% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.11% | +0.20% | +0.96% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.09% | -0.19% | -43.14% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.08% | +0.08% | +1.19% | |
| 23 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 1.06% | — | -2.07% | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.05% | +0.07% | +6.28% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.95% | +0.10% | +14.34% | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.94% | — | -1.49% | |
| 27 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.90% | — | +1.32% | |
| 28 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.88% | +0.05% | +3.56% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.81% | -0.05% | -4.88% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.81% | +0.12% | +3.35% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | +0.06% | +3.38% | |
| 32 | IQLT | Ishares Msci International Q | ETF-その他 | 0.75% | — | +2.74% | |
| 33 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.73% | -0.73% | EXIT | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.66% | — | +10.74% | |
| 35 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 0.65% | +0.05% | +0.70% | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.59% | -0.06% | -0.13% | |
| 37 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.58% | +0.04% | +3.25% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.55% | -0.05% | -0.09% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.53% | +0.10% | -4.46% | |
| 40 | VRSN | Verisign INC | 株式-IT | 0.52% | — | — | |
| 41 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.52% | +0.03% | +0.41% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.47% | — | +0.31% | |
| 43 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.46% | — | -0.08% | |
| 44 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.44% | — | -17.02% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.41% | — | +3.77% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.38% | -0.05% | -1.70% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.38% | — | -0.71% | |
| 48 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.37% | -0.12% | +2.39% | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.37% | -0.06% | -15.93% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.37% | — | +2.77% |