CIK: 0001802132
申告総資産額
$1.4億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 13.77% | -0.27% | -15.88% | |
| 2 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 11.13% | — | +2.75% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 5.97% | — | +1.89% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.14% | -0.04% | +7.86% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.62% | — | +3.94% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.58% | — | +3.27% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.14% | — | +14.42% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.99% | +0.03% | -86.50% | |
| 9 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 2.80% | — | +2.86% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 2.36% | — | +14.56% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.95% | -0.86% | -90.24% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.67% | — | -62.79% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.49% | +0.29% | -97.83% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.46% | — | +0.50% | |
| 15 | IYK | Ishares US Consumer Staples | ETF-その他 | 1.14% | — | +6.03% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.02% | -0.13% | -98.62% | |
| 17 | RSPH | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.98% | — | +7.74% | |
| 18 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 0.91% | — | +12.57% | |
| 19 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.88% | — | — | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.85% | — | -2.18% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | +0.07% | -76.32% | |
| 22 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.80% | — | +0.60% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.71% | — | +49.47% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | — | -84.19% | |
| 25 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.64% | — | +2.06% | |
| 26 | ET | Energy Transfer LP | 株式-エネルギー | 0.60% | — | -42.20% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.58% | — | -97.86% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.58% | — | -98.52% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | -95.45% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.52% | — | -0.03% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | -96.79% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | -84.58% | |
| 33 | WPC | Wp Carey INC | 株式-不動産 | 0.51% | — | +12.15% | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.48% | — | -3.51% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.46% | — | -1.77% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | -86.48% | |
| 37 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.46% | — | -89.69% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.45% | — | -26.79% | |
| 39 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.43% | — | -30.00% | |
| 40 | AXP | American Express Co | 株式-金融 | 0.42% | — | -86.03% | |
| 41 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.41% | — | -93.43% | |
| 42 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.38% | -0.08% | +3.32% | |
| 43 | XLE | Ss Energy Select Sector | ETF-その他 | 0.37% | — | -49.15% | |
| 44 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.37% | — | -74.39% | |
| 45 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.36% | -0.15% | -2.11% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.36% | — | -69.65% | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.36% | — | +1.31% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.36% | — | +0.33% | |
| 49 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.34% | — | +0.70% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | -56.92% |