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 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 7.28% | +2.34% | +15.37% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.82% | -0.19% | +0.07% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 4.67% | -0.24% | -0.87% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.82% | -0.19% | -6.61% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.82% | -0.29% | -6.20% | |
| 6 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.32% | +0.83% | +3.71% | |
| 7 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 2.81% | -0.30% | +7.36% | |
| 8 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 2.79% | +0.10% | +3.58% | |
| 9 | FCOM | Fidelity Msci Comm Serv Indx | ETF-その他 | 2.78% | -0.09% | +8.66% | |
| 10 | FHLC | Fidelity Msci Health Care | ETF-その他 | 2.77% | +0.20% | +8.82% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.74% | — | -0.17% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.53% | +0.41% | +13.26% | |
| 13 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 2.47% | +0.13% | +8.47% | |
| 14 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 2.18% | +0.14% | +5.98% | |
| 15 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 2.15% | — | +8.06% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.99% | +0.25% | +1.07% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.75% | -0.01% | -1.03% | |
| 18 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.67% | -0.05% | — | |
| 19 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.61% | -0.07% | +3.75% | |
| 20 | IBIH | Ishares Ibonds Oct 2031 Tt | ETF-その他 | 1.58% | -0.02% | +17.54% | |
| 21 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.54% | -0.11% | -0.55% | |
| 22 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 1.51% | — | -3.66% | |
| 23 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 1.30% | -0.58% | +3.33% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.26% | — | +0.37% | |
| 25 | XYZ | Block INC | 株式-金融 | 1.23% | +0.07% | -7.72% | |
| 26 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 1.20% | -0.27% | +7.92% | |
| 27 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.13% | +0.01% | -0.20% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | +0.04% | +4.09% | |
| 29 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.05% | — | -2.50% | |
| 30 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.01% | +0.05% | -2.46% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 1.00% | — | +7.30% | |
| 32 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.99% | -0.05% | +6.61% | |
| 33 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 0.98% | — | -7.72% | |
| 34 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.97% | +0.02% | -1.25% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.93% | +0.01% | +10.67% | |
| 36 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.90% | — | +1.94% | |
| 37 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.89% | -0.04% | — | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | +0.07% | +5.27% | |
| 39 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 0.86% | — | +6.72% | |
| 40 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.80% | — | -5.19% | |
| 41 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-その他 | 0.75% | +0.30% | +30.49% | |
| 42 | IQLT | Ishares Msci International Q | ETF-その他 | 0.66% | — | -1.43% | |
| 43 | RSPC | Invesco S&p 500 Equal Weig C | ETF-大型株・グロース | 0.64% | — | +2.46% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.61% | — | +5.07% | |
| 45 | FMAT | Fidelity Msci Materials Indx | ETF-その他 | 0.58% | — | +4.81% | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.56% | — | -4.93% | |
| 47 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.54% | — | -11.99% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.51% | — | -1.52% | |
| 49 | RSPS | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.44% | — | +2.72% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.42% | +0.05% | +7.06% |