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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.78% | -0.01% | +22.19% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.97% | +1.36% | +84.36% | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.35% | — | — | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.21% | — | -4.61% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.26% | -1.15% | +4.10% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.20% | -1.51% | +37.84% | |
| 7 | DFIV | Dimensional International Va | ETF-その他 | 3.16% | — | +2.72% | |
| 8 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.86% | — | -0.01% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.71% | -0.90% | -23.80% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.65% | +0.73% | -10.51% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.62% | -1.28% | +17.99% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.45% | +0.88% | +1.13% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.26% | — | -2.05% | |
| 14 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 2.10% | — | +1.66% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.06% | — | -10.71% | |
| 16 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.94% | — | -1.85% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.81% | — | -19.93% | |
| 18 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 1.79% | — | -16.66% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.60% | -0.20% | +2.45% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.14% | -1.71% | -37.54% | |
| 21 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.07% | — | — | |
| 22 | MBB | Ishares Mbs ETF | ETF-その他 | 1.07% | — | -13.79% | |
| 23 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 0.98% | +0.48% | +25.23% | |
| 24 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.98% | — | +1.87% | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.94% | — | -1.36% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.43% | -0.07% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.93% | -0.23% | -42.10% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.93% | — | +14.07% | |
| 29 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.91% | +0.39% | +1.84% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.84% | -0.38% | -1.65% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | -0.21% | -0.86% | |
| 32 | SUB | Ishares Short-term National | ETF-その他 | 0.81% | -0.17% | +0.09% | |
| 33 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 0.79% | +0.45% | +9.92% | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.77% | -0.30% | +778.67% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.74% | — | +0.58% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.71% | -0.19% | -0.38% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.69% | -0.24% | -1.00% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.67% | +1.77% | — | |
| 39 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.64% | -0.35% | EXIT | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.57% | -0.40% | +0.02% | |
| 41 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.56% | -0.41% | -5.16% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | -0.21% | +66.34% | |
| 43 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.48% | — | — | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | — | +0.15% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | +1.43% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.42% | — | — | |
| 47 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.40% | -0.28% | +4.76% | |
| 48 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.39% | — | +2.95% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.39% | — | +112.54% | |
| 50 | FXR | First Trust Indst/producers | ETF-その他 | 0.38% | -0.30% | EXIT |