CIK: 0001821407
申告総資産額
$1.2億
上位200銘柄を表示中（全436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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.38% | +0.23% | -1.33% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.16% | +0.14% | -2.23% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.23% | — | -9.44% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 4.52% | — | -4.28% | |
| 5 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 3.79% | — | -4.33% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.93% | -0.27% | -10.27% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.70% | -0.02% | -13.41% | |
| 8 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 2.41% | — | -7.11% | |
| 9 | BSJO | Invesco Bulletshares 2024 Hy | ETF-その他 | 2.36% | — | -1.50% | |
| 10 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 2.26% | — | — | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 1.98% | -0.70% | -16.38% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.62% | +0.29% | +1.56% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.57% | — | -0.11% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.57% | — | -10.73% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.44% | — | -0.65% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | +0.01% | -9.97% | |
| 17 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.26% | — | -8.41% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.25% | — | -0.75% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | +0.53% | +39.38% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.11% | -0.24% | -9.47% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.07% | — | -6.16% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.05% | +0.58% | +2.68% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.05% | — | -11.93% | |
| 24 | O | Realty Income CORP | 株式-不動産 | 1.00% | — | -9.23% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.00% | — | +7.29% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.99% | -0.14% | +6.69% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.98% | -0.06% | -0.41% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.94% | — | -6.99% | |
| 29 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.85% | — | -8.56% | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.79% | — | +3.59% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | -26.40% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.74% | — | +0.91% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.66% | -0.08% | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | — | -6.57% | |
| 35 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.63% | — | -1.82% | |
| 36 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.63% | — | -5.34% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | -1.37% | +1616.08% | |
| 38 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 0.60% | — | — | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.57% | — | -0.90% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.55% | — | -5.50% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.53% | — | -26.37% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.51% | -0.01% | +1.11% | |
| 43 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.50% | — | -3.64% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.49% | +0.13% | -3.13% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | — | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.48% | — | -5.41% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | +1.19% | |
| 48 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.46% | — | — | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | -4.97% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | — | -8.79% |