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 | 30.19% | +3.05% | -1.05% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.81% | -0.32% | -6.63% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.22% | -0.23% | +3.07% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.93% | -0.11% | -0.16% | |
| 5 | AAAU | Goldman Sachs Physical Gold | ETF-コモディティ | 5.90% | -1.36% | +23.41% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 5.64% | -0.76% | -21.63% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.38% | — | +102.39% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.19% | +0.04% | -1.74% | |
| 9 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 2.83% | -1.05% | -0.49% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.60% | +0.17% | -15.17% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.30% | -0.03% | -0.05% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.73% | — | -2.97% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.66% | -0.03% | +3.65% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.61% | -0.03% | -2.60% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.36% | -0.01% | -6.03% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.01% | — | -3.79% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 0.96% | +0.02% | -0.12% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.89% | +0.05% | -8.96% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.89% | -0.01% | +0.04% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.82% | — | -67.31% | |
| 21 | XLE | Ss Energy Select Sector | ETF-その他 | 0.75% | — | +3.21% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.75% | +0.02% | -67.42% | |
| 23 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.67% | -0.16% | +1.72% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.63% | -0.20% | EXIT | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.19% | +0.84% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | -0.03% | +0.17% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.45% | — | -14.09% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.40% | — | -1.57% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.38% | +0.01% | -50.74% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.37% | — | -14.02% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.33% | — | — | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | — | +2.44% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.31% | +1.27% | +41.60% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | -43.14% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.27% | — | -1.45% | |
| 36 | RJF | Raymond James Financial INC | 株式-金融 | 0.27% | — | -23.65% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.25% | — | -2.14% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.24% | — | — | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.23% | — | -81.62% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | +0.05% | -1.42% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.21% | — | -49.86% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.19% | — | +1.57% | |
| 43 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.18% | — | +0.04% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | -0.10% | +0.08% | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.16% | — | — | |
| 46 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.16% | — | +0.66% | |
| 47 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.16% | — | +0.06% | |
| 48 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.15% | — | -0.09% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.15% | — | -3.22% | |
| 50 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.14% | — | +0.12% |