CIK: 0002052531
申告総資産額
$1.9億
| # | 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 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.87% | +0.05% | +12.18% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 3.78% | — | +7.76% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 3.58% | +0.08% | +7.43% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.55% | -0.20% | +11.09% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.94% | +0.17% | +0.91% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.74% | -0.16% | +204.25% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.39% | — | +187.26% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.28% | — | +6.69% | |
| 9 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 2.27% | — | +2.03% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.22% | -0.18% | +59.72% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.05% | — | +6.68% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.04% | +0.06% | +11.81% | |
| 13 | DFAI | Dimensional International Co | ETF-その他 | 2.01% | +0.02% | +7.79% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.98% | -0.27% | +2.46% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.84% | — | +1.85% | |
| 16 | UITB | Victoryshares Core Intermedi | ETF-その他 | 1.76% | +0.12% | +13.04% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.74% | — | +14.19% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.70% | -0.18% | -0.20% | |
| 19 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.59% | +0.07% | +12.44% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.44% | +0.02% | +5.21% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.43% | — | -0.94% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.18% | +0.32% | +34.56% | |
| 23 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 1.10% | — | -7.77% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.09% | — | +17.14% | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.07% | -0.10% | -1.53% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.98% | — | +15.93% | |
| 27 | DHS | Wisdomtree US High Dividend | ETF-その他 | 0.98% | — | -5.29% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.91% | +0.05% | -9.66% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.90% | +0.04% | -5.00% | |
| 30 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.87% | -0.13% | -0.17% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.85% | — | +190.54% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.83% | — | — | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.82% | — | -5.22% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.81% | — | -0.88% | |
| 35 | IDV | Ishares International Select | ETF-その他 | 0.80% | — | -2.74% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.77% | — | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | — | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.73% | -0.07% | +188.55% | |
| 39 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 0.72% | — | +1.53% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.71% | — | +13.68% | |
| 41 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.68% | -0.09% | -2.85% | |
| 42 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.67% | — | +30.61% | |
| 43 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.66% | — | +27.60% | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.66% | — | +174.93% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | — | +2.27% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.64% | -0.09% | +0.08% | |
| 47 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.64% | — | -2.70% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | — | -1.28% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | -0.08% | -1.18% | |
| 50 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.60% | — | +12.43% |