CIK: 0001811308
申告総資産額
$15.2億
| # | 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 | 24.25% | +3.05% | +428.07% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.15% | -0.11% | +0.12% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.47% | -0.32% | +13.41% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.99% | -0.23% | +152.83% | |
| 5 | AAAUUSD | Goldman Sachs Physical Gold | ETF-コモディティ | 4.31% | — | +77.17% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.57% | +0.04% | -0.47% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.12% | — | +68.82% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.95% | -0.03% | -2.15% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.94% | -0.03% | -1.46% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.72% | +0.17% | +134.53% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.39% | -0.76% | -44.28% | |
| 12 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 2.38% | -1.05% | +11.13% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.33% | -0.01% | -6.21% | |
| 14 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.07% | — | +44.93% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.06% | — | +22.53% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.48% | — | -20.49% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.44% | — | +31.13% | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 1.32% | +0.02% | -0.09% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.27% | +0.02% | -1.64% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.27% | +0.05% | -5.85% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | — | -0.16% | |
| 22 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.93% | -0.16% | -12.55% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.86% | -0.19% | +10.05% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.83% | -0.03% | +1.78% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.73% | — | -7.42% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.60% | — | -7.18% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.58% | -0.01% | -3.50% | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.56% | — | +2.13% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.54% | — | -39.82% | |
| 30 | RJF | Raymond James Financial INC | 株式-金融 | 0.48% | — | +70.77% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.46% | — | -0.01% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.45% | — | +22.98% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.43% | — | +0.07% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | -0.03% | +7.60% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.36% | — | +0.19% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.35% | +0.01% | +0.72% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.34% | — | -0.00% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.33% | — | -41.82% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.30% | — | +0.11% | |
| 40 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.30% | — | -0.42% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.28% | — | -0.87% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.27% | +0.05% | -2.30% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.24% | — | +16.89% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | -0.10% | +6.29% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.23% | — | -1.51% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.22% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | — | +13.18% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.20% | — | +0.21% | |
| 49 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.19% | — | +0.78% | |
| 50 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.19% | — | +0.10% |