セクター別内訳

04
Financials 4.8%
Technology 4.7%
Retail 4.4%
Communication Services 1.7%
Industrials 1.4%
Energy 1.1%
Healthcare 0.9%
Real Estate 0.3%
Consumer products 0.2%
その他/マッピングなし 80.6%

ポートフォリオ全体 137 ポジション

05
タイプ 連続 8四半期トレンド
IVV iShares Trust $16,484,020 12.63% 29,336 上昇 ×1
SPY SPY $5,098,603 3.91% 9,115 上昇 ×1
VTI VANGUARD INDEX FUNDS $3,525,136 2.70% 12,826 上昇 ×1
GOVT iShares Trust $3,067,455 2.35% 133,455 上昇 ×1
GLD SPDR Gold Shares $2,826,365 2.17% 9,809 上昇 ×1
SCHD SCHWAB STRATEGIC TRUST $2,821,397 2.16% 100,908 上昇 ×1
VB VANGUARD INDEX FUNDS $2,676,223 2.05% 12,069 上昇 ×1
JCPB J.P. Morgan Exchange-Traded Fund Trust $2,301,432 1.76% 48,925 上昇 ×1
EFA iShares Trust $2,270,085 1.74% 27,775 上昇 ×1
HELO J.P. Morgan Exchange-Traded Fund Trust $2,159,282 1.65% 36,181 上昇 ×1
AAPL Apple Inc. - Common Stock $2,040,072 1.56% 9,184 上昇 ×1
VYM VANGUARD WHITEHALL FUNDS $1,991,474 1.53% 15,443 上昇 ×1
LQD iShares Trust $1,954,387 1.50% 17,981 上昇 ×1
BRK-B (として提出 BRKB) Berkshire Hathaway Inc. Class B $1,880,007 1.44% 3,530 上昇 ×1
MBB iShares MBS ETF $1,759,309 1.35% 18,760 上昇 ×1
VXUS Vanguard Total International Stock ETF $1,670,779 1.28% 26,905 上昇 ×1
QQQ Invesco QQQ Trust, Series 1 $1,668,292 1.28% 3,558 上昇 ×1
JEPI J.P. Morgan Exchange-Traded Fund Trust $1,627,706 1.25% 28,486 上昇 ×1
V Visa Inc. $1,557,601 1.19% 4,444 上昇 ×1
MSFT Microsoft Corporation - Common Stock $1,538,780 1.18% 4,099 上昇 ×1
AMZN Amazon.com, Inc. - Common Stock $1,514,089 1.16% 7,958 上昇 ×1
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF $1,395,862 1.07% 26,654 上昇 ×1
WMT Walmart Inc. - Common Stock $1,391,259 1.07% 15,848 上昇 ×1
IEFA iShares Trust $1,374,754 1.05% 18,173 上昇 ×1
NVDA NVIDIA Corporation - Common Stock $1,357,158 1.04% 12,522 上昇 ×1
SCHZ SCHWAB STRATEGIC TRUST $1,319,919 1.01% 56,991 上昇 ×1
ITOT iShares Trust $1,308,529 1.00% 10,725 上昇 ×1
VO VANGUARD INDEX FUNDS $1,304,048 1.00% 5,042 上昇 ×1
VCIT Vanguard Intermediate-Term Corporate Bond ETF $1,291,740 0.99% 15,799 上昇 ×1
IJH iShares Trust $1,290,427 0.99% 22,115 上昇 ×1
BACPRL CUSIP: 060505682 $1,279,075 0.98% 1,036 上昇 ×1
VNQ VANGUARD SPECIALIZED FUNDS $1,220,624 0.94% 13,482 上昇 ×1
IWM iShares Trust $1,210,754 0.93% 6,069 上昇 ×1
COST Costco Wholesale Corporation - Common Stock $1,197,749 0.92% 1,266 上昇 ×1
RSP Invesco Exchange-Traded Fund Trust $1,063,805 0.82% 6,141 上昇 ×1
IUSG iShares Core S&P U.S. Growth ETF $1,054,942 0.81% 8,301 上昇 ×1
GDX VanEck ETF Trust $1,036,989 0.79% 22,558 上昇 ×1
SPIB SPDR SERIES TRUST $1,010,373 0.77% 30,396 上昇 ×1
VBR VANGUARD INDEX FUNDS $999,672 0.77% 5,366 上昇 ×1
IJR iShares Trust $992,061 0.76% 9,487 上昇 ×1
BND Vanguard Total Bond Market ETF $978,233 0.75% 13,318 上昇 ×1
HD Home Depot, Inc. (The) Common Stock $964,918 0.74% 2,633 上昇 ×1
BSCR Invesco BulletShares 2027 Corporate Bond ETF $934,437 0.72% 47,700 上昇 ×1
QUAL iShares Trust $921,816 0.71% 5,394 上昇 ×1
XLV SELECT SECTOR SPDR TRUST $855,990 0.66% 5,863 上昇 ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $843,458 0.65% 16,289 上昇 ×1
BSCQ Invesco BulletShares 2026 Corporate Bond ETF $832,359 0.64% 42,729 上昇 ×1
META Meta Platforms, Inc. - Class A Common Stock $822,100 0.63% 1,426 上昇 ×1
BSCU Invesco BulletShares 2030 Corporate Bond ETF $783,259 0.60% 47,213 上昇 ×1
WFCPRL CUSIP: 949746804 $770,912 0.59% 642 上昇 ×1
SCHF SCHWAB STRATEGIC TRUST $758,763 0.58% 38,360 上昇 ×1
BSCP Invesco BulletShares 2025 Corporate Bond ETF $753,078 0.58% 36,416 上昇 ×1
IEMG iShares, Inc. $720,380 0.55% 13,348 上昇 ×1
BSCS Invesco BulletShares 2028 Corporate Bond ETF $694,247 0.53% 34,115 上昇 ×1
TMUS T-Mobile US, Inc. - Common Stock $690,906 0.53% 2,590 上昇 ×1
AVGO Broadcom Inc. - Common Stock $687,974 0.53% 4,109 上昇 ×1
BX Blackstone Inc. Common Stock $683,084 0.52% 4,887 上昇 ×1
IUSV iShares Core S&P U.S. Value ETF $679,114 0.52% 7,358 上昇 ×1
SPYV SPDR SERIES TRUST $678,529 0.52% 13,286 上昇 ×1
JPST J.P. Morgan Exchange-Traded Fund Trust $673,379 0.52% 13,300 上昇 ×1
BSV VANGUARD BOND INDEX FUNDS $666,737 0.51% 8,517 上昇 ×1
SYK Stryker Corporation Common Stock $658,952 0.50% 1,770 上昇 ×1
SPYM State Street SPDR Portfolio S&P 500 ETF $652,040 0.50% 9,915 上昇 ×1
JPM JP Morgan Chase & Co. Common Stock $601,199 0.46% 2,451 上昇 ×1
BIL SPDR SERIES TRUST $599,272 0.46% 6,533 上昇 ×1
IUSB iShares Core Universal USD Bond ETF $593,603 0.45% 12,882 上昇 ×1
VBK VANGUARD INDEX FUNDS $570,367 0.44% 2,265 上昇 ×1
SCHJ SCHWAB STRATEGIC TRUST $567,662 0.43% 23,038 上昇 ×1
FTEC FIDELITY COVINGTON TRUST $567,206 0.43% 3,517 上昇 ×1
VCSH Vanguard Short-Term Corporate Bond ETF $559,728 0.43% 7,091 上昇 ×1
SMOT VanEck ETF Trust $557,408 0.43% 16,999 上昇 ×1
BSCW Invesco BulletShares 2032 Corporate Bond ETF $552,348 0.42% 27,116 上昇 ×1
BSCV Invesco BulletShares 2031 Corporate Bond ETF $549,254 0.42% 33,676 上昇 ×1
COWZ Pacer Funds Trust $546,340 0.42% 9,977 上昇 ×1
XOM Exxon Mobil Corporation Common Stock $530,661 0.41% 4,462 上昇 ×1
SPDW SPDR INDEX SHARES FUNDS $524,001 0.40% 14,392 上昇 ×1
PFF iShares Preferred and Income Securities ETF $508,972 0.39% 16,563 上昇 ×1
VTV VANGUARD INDEX FUNDS $495,006 0.38% 2,866 上昇 ×1
GOOGL Alphabet Inc. - Class A Common Stock $491,967 0.38% 3,181 上昇 ×1
RTX RTX Corporation Common Stock $490,767 0.38% 3,705 上昇 ×1
SCHO SCHWAB STRATEGIC TRUST $469,762 0.36% 19,300 上昇 ×1
BSCT Invesco BulletShares 2029 Corporate Bond ETF $466,416 0.36% 25,171 上昇 ×1
SPTI SPDR SERIES TRUST $463,139 0.35% 16,205 上昇 ×1
XLE SELECT SECTOR SPDR TRUST $456,888 0.35% 4,889 上昇 ×1
IVE iShares Trust $449,769 0.34% 2,360 上昇 ×1
PLD Prologis, Inc. Common Stock $423,523 0.32% 3,789 上昇 ×1
JBND J.P. Morgan Exchange-Traded Fund Trust $420,186 0.32% 7,851 上昇 ×1
LQDW iShares Trust $416,155 0.32% 15,830 上昇 ×1
DSI iShares Trust $405,134 0.31% 3,956 上昇 ×1
HON Honeywell International Inc. - Common Stock $398,148 0.31% 1,880 上昇 ×1
CVX Chevron Corporation Common Stock $398,103 0.31% 2,380 上昇 ×1
UPS United Parcel Service, Inc. Common Stock $396,692 0.30% 3,607 上昇 ×1
IQLT iShares Trust $395,678 0.30% 9,969 上昇 ×1
IWF iShares Trust $393,533 0.30% 1,090 上昇 ×1
IBIT iShares Bitcoin Trust ETF $388,055 0.30% 8,290 上昇 ×1
XLF SELECT SECTOR SPDR TRUST $387,012 0.30% 7,770 上昇 ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $382,759 0.29% 701 上昇 ×1
JQUA J.P. Morgan Exchange-Traded Fund Trust $372,702 0.29% 6,600 上昇 ×1
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS $370,333 0.28% 8,182 上昇 ×1
TLT iShares 20+ Year Treasury Bond ETF $358,931 0.28% 3,943 上昇 ×1

最大の新規投資

09

今四半期に新規開設されたポジション、大きい順。

証券評価額株式数% ポートフォリオの
IVV $16,484,020 29,336 12.63%
SPY $5,098,603 9,115 3.91%
VTI $3,525,136 12,826 2.70%
GOVT $3,067,455 133,455 2.35%
GLD $2,826,365 9,809 2.17%
SCHD $2,821,397 100,908 2.16%
VB $2,676,223 12,069 2.05%
JCPB $2,301,432 48,925 1.76%
EFA $2,270,085 27,775 1.74%
HELO $2,159,282 36,181 1.65%
AAPL $2,040,072 9,184 1.56%
VYM $1,991,474 15,443 1.53%
LQD $1,954,387 17,981 1.50%
BRK-B (として提出 BRKB) $1,880,007 3,530 1.44%
MBB $1,759,309 18,760 1.35%