CIK: 0001801770
申告総資産額
$6.0億
| # | 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 | EFT | Techtarget | 株式-その他 | 8.80% | +3.48% | -0.77% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.67% | +0.54% | +26.92% | |
| 3 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 7.29% | -4.49% | -16.33% | |
| 4 | ✓ | Ishares | 株式-その他 | 4.77% | +0.74% | -16.26% | |
| 5 | ✓ | Ishares Tr | 株式-その他 | 4.70% | — | -19.07% | |
| 6 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 3.97% | -0.30% | +24.59% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.23% | -0.24% | +11.02% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.24% | +0.08% | +49.27% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.18% | -0.20% | -10.63% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.11% | -0.09% | -1.29% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.08% | +0.07% | -11.97% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.89% | +0.19% | +21.02% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.83% | +0.16% | +3.66% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.78% | +0.70% | -33.71% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.75% | -0.16% | +2.69% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.72% | +0.22% | +19.04% | |
| 17 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.62% | +0.72% | -13.16% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.59% | -0.11% | +13.70% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.58% | — | -18.43% | |
| 20 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.32% | — | -20.44% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.26% | -0.13% | +11.08% | |
| 22 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.23% | -0.62% | -11.40% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.20% | — | -22.72% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.07% | +0.08% | -5.19% | |
| 25 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.05% | -0.05% | +2.94% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | — | -7.47% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.00% | -0.07% | -13.42% | |
| 28 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.83% | +0.24% | +9.77% | |
| 29 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.80% | +0.25% | +46.18% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | +7.41% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.76% | +0.17% | — | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.74% | +0.06% | +9.01% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.74% | — | -31.89% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | -0.16% | |
| 35 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.68% | — | +70.74% | |
| 36 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.64% | +0.02% | +4.29% | |
| 37 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.63% | +0.13% | +13.79% | |
| 38 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.57% | — | -16.70% | |
| 39 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 0.55% | -0.34% | -21.32% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | +0.08% | +7.64% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | — | -1.08% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.49% | +0.15% | +10.88% | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.49% | -0.22% | -15.52% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.42% | +0.08% | -14.72% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.42% | — | -3.42% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.41% | — | +0.22% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.40% | -0.27% | -34.16% | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.39% | +0.04% | -4.25% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.39% | — | +296.04% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.39% | +0.09% | +43.41% |