CIK: 0001801846
申告総資産額
$3.9億
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.79% | — | +2.30% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 5.63% | — | +15.63% | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 5.29% | — | -0.00% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.71% | -0.01% | +3.55% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.96% | +1.36% | +80.17% | |
| 6 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.72% | — | +2.12% | |
| 7 | DFIV | Dimensional International Va | ETF-その他 | 2.86% | — | +7.10% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.81% | -1.51% | +19.06% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.71% | — | -5.89% | |
| 10 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.66% | — | -0.39% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.56% | -1.15% | +327.14% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.50% | +0.88% | +2.62% | |
| 13 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.39% | — | +3.01% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 2.11% | — | +3.79% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.04% | +0.73% | +14.30% | |
| 16 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 1.95% | — | +4.01% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.22% | -0.20% | +19.96% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.21% | -1.28% | -25.10% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.08% | — | -0.26% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.04% | +0.39% | +1.56% | |
| 21 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.97% | — | +4.40% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | -0.21% | +21.03% | |
| 23 | MBB | Ishares Mbs ETF | ETF-その他 | 0.92% | — | +866.36% | |
| 24 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 0.90% | — | +28.95% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.88% | — | +8.86% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.43% | +1.86% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.81% | — | -7.70% | |
| 28 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.71% | +0.73% | NEW | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.69% | -0.24% | +159.14% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.69% | — | — | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.68% | -0.38% | +231.70% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.66% | -0.23% | +226.03% | |
| 33 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.66% | — | +2.61% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.65% | -0.19% | +0.06% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.65% | — | +3.73% | |
| 36 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.63% | — | -69.39% | |
| 37 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.59% | -0.35% | EXIT | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.59% | — | +22.11% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | -0.40% | — | |
| 40 | SUB | Ishares Short-term National | ETF-その他 | 0.54% | -0.17% | +31.07% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | — | +0.67% | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.54% | — | — | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.52% | — | +0.87% | |
| 44 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 0.48% | +0.45% | +48.00% | |
| 45 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.48% | — | -19.53% | |
| 46 | FXR | First Trust Indst/producers | ETF-その他 | 0.48% | -0.30% | EXIT | |
| 47 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.45% | -0.23% | -7.13% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.43% | — | +24.60% | |
| 49 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.42% | — | +103.13% | |
| 50 | BND | Vanguard Total Bond Market | ETF-その他 | 0.42% | — | -22.45% |