CIK: 0002010657
申告総資産額
$3.9億
上位200銘柄を表示中（全332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 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 6.54% | +0.14% | +1.78% | |
| 2 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 5.44% | +0.39% | +1.17% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 4.08% | -0.23% | +0.42% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.05% | +0.19% | -1.66% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.85% | — | -1.38% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.42% | -0.20% | +10.95% | |
| 7 | VFH | Vanguard Financials ETF | ETF-その他 | 3.29% | -0.05% | +16.77% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.13% | -0.06% | -0.31% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.00% | -0.05% | -1.95% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.92% | -0.01% | +4.41% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.64% | -2.51% | -1.57% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.51% | +0.09% | +25.75% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.45% | — | +1.59% | |
| 14 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.39% | +0.11% | -2.83% | |
| 15 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 1.89% | -0.14% | +3.85% | |
| 16 | MBB | Ishares Mbs ETF | ETF-その他 | 1.89% | — | +0.02% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.88% | +0.33% | +0.56% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.60% | -0.44% | -0.24% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.55% | — | -5.81% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.46% | +0.03% | -7.76% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.43% | — | +3.33% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.39% | -0.18% | +5.93% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 1.35% | — | -0.14% | |
| 24 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.34% | — | -0.34% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 1.27% | — | +4.34% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 1.26% | +0.34% | +0.48% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.17% | +0.25% | -1.42% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.14% | -0.02% | -2.09% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.07% | -0.01% | -0.17% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.01% | -0.41% | -2.72% | |
| 31 | XLE | Ss Energy Select Sector | ETF-その他 | 0.96% | +0.40% | -4.48% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | — | +1.84% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | +0.09% | +4.24% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | — | +1.82% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.77% | — | -0.22% | |
| 36 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.76% | — | -1.66% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.66% | +0.14% | -10.97% | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.61% | -0.44% | +18.03% | |
| 39 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.61% | -0.07% | +2.03% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.58% | -0.50% | EXIT | |
| 41 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.54% | — | +5.18% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.54% | — | -1.74% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.52% | — | +1.77% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | — | +3.10% | |
| 45 | XLB | Ss Materials Select Sector | ETF-その他 | 0.47% | — | -0.28% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.12% | +2.42% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.43% | -0.06% | -0.52% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.43% | — | -1.37% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | -3.94% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.18% | +0.48% |