CIK: 0001973967
申告総資産額
$2.6億
| # | 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 | AAPL | Apple INC | 株式-IT | 7.36% | -0.19% | -2.93% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 5.19% | -0.19% | -2.71% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.15% | -0.29% | -2.94% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 5.13% | -0.24% | -0.31% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 4.50% | +0.41% | -20.12% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.76% | — | -1.04% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 3.50% | +2.34% | +10.89% | |
| 8 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 3.32% | -0.30% | +4.35% | |
| 9 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.96% | +0.83% | +1.59% | |
| 10 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 2.67% | — | — | |
| 11 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 2.31% | +0.10% | +1.00% | |
| 12 | FHLC | Fidelity Msci Health Care | ETF-その他 | 2.13% | +0.20% | +4.22% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.07% | -0.05% | -2.04% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.03% | +0.25% | +4.93% | |
| 15 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 1.88% | +0.14% | +3.15% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.87% | — | -5.91% | |
| 17 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 1.86% | -0.09% | +2.59% | |
| 18 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 1.80% | +0.13% | -3.73% | |
| 19 | XYZ | Block INC | 株式-金融 | 1.65% | +0.07% | — | |
| 20 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.54% | -0.07% | -4.23% | |
| 21 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 1.48% | -0.58% | +5.74% | |
| 22 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 1.46% | — | -6.58% | |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.38% | +0.01% | — | |
| 24 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.35% | -0.11% | +13.10% | |
| 25 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.30% | +0.05% | -1.21% | |
| 26 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.27% | — | +1.41% | |
| 27 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 1.14% | +0.02% | +1.42% | |
| 28 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 1.09% | -0.04% | -1.42% | |
| 29 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.04% | — | -1.16% | |
| 30 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.01% | -0.05% | -0.65% | |
| 31 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.97% | -0.27% | +5.21% | |
| 32 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 0.91% | — | +16.76% | |
| 33 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.90% | — | -1.99% | |
| 34 | IQLT | Ishares Msci International Q | ETF-その他 | 0.88% | — | — | |
| 35 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 0.78% | — | +6.09% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | +0.04% | -2.03% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.74% | — | +0.91% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.73% | -0.01% | +1.83% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.71% | — | — | |
| 40 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.68% | — | +12.87% | |
| 41 | IBIH | Ishares Ibonds Oct 2031 Tt | ETF-その他 | 0.65% | -0.02% | — | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | +0.07% | -1.02% | |
| 43 | FMAT | Fidelity Msci Materials Indx | ETF-その他 | 0.57% | — | +4.48% | |
| 44 | RSPC | Invesco S&p 500 Equal Weig C | ETF-大型株・グロース | 0.57% | — | +2.63% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.54% | +0.01% | +905.96% | |
| 46 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.53% | — | +0.42% | |
| 47 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-その他 | 0.46% | — | +33.64% | |
| 48 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.45% | — | — | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.44% | — | -3.84% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | -5.64% |