CIK: 0002109644
申告総資産額
$1.1億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 16.92% | +0.11% | +1.76% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.15% | +0.17% | +1.49% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 11.54% | +0.23% | +1.16% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-その他 | 7.74% | +0.17% | +0.26% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 5.60% | -0.32% | +1.66% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.45% | +0.40% | -0.02% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.29% | +0.10% | +0.96% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.27% | -0.03% | +2.61% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 4.96% | -0.09% | +2.18% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.17% | +0.64% | -0.31% | |
| 11 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 3.68% | -0.36% | +110.92% | |
| 12 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 3.05% | -0.32% | -3.27% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.72% | +0.09% | +1.11% | |
| 14 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.58% | -0.14% | -0.02% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.30% | -0.13% | -25.10% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.96% | — | -3.48% | |
| 17 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.69% | -0.12% | — | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | +0.01% | — | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | -0.13% | -10.51% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.61% | -0.04% | — | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.60% | — | — | |
| 22 | AON | Aon plc | 株式-金融 | 0.60% | -0.05% | — | |
| 23 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.57% | -0.08% | — | |
| 24 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.54% | +0.02% | -0.92% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.52% | — | -0.60% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | -0.14% | +0.32% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.48% | — | — | |
| 28 | MFC | Manulife Financial CORP | 株式-金融 | 0.43% | +0.02% | — | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | +0.01% | -7.49% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.29% | -0.02% | — | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.29% | — | -1.62% | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 0.28% | +0.02% | — | |
| 33 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.26% | +0.01% | -6.62% | |
| 34 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.23% | +0.01% | — |