CIK: 0001798172
申告総資産額
$4.9億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.28% | +0.27% | +4.57% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.95% | +0.03% | +1375.74% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.00% | -0.10% | -2.04% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.66% | +0.12% | -1.04% | |
| 5 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 3.18% | — | -7.27% | |
| 6 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.83% | — | -0.49% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.57% | +0.06% | +4.76% | |
| 8 | BSJM1EUR | Invesco Bulletshares 2022 Hi | ETF-その他 | 2.31% | — | -2.26% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.19% | — | — | |
| 10 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 2.11% | — | -5.05% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.97% | +0.18% | +0.08% | |
| 12 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.74% | — | +1.08% | |
| 13 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 1.72% | — | +1.90% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.68% | -0.07% | +13.08% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.60% | -0.01% | -1.02% | |
| 16 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.58% | — | -2.45% | |
| 17 | ✓ | Invesco Exch Trd Slf Idx Fd | 株式-その他 | 1.49% | — | -1.70% | |
| 18 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.42% | — | -0.59% | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.09% | — | — | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 0.93% | — | +76.64% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.27% | +25.20% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.91% | -0.07% | +2.73% | |
| 23 | PMAR | Innovator U.s. Equity Power | ETF-その他 | 0.90% | — | -0.36% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.84% | — | -0.19% | |
| 25 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.84% | — | — | |
| 26 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 0.83% | — | +17.53% | |
| 27 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 0.80% | — | -13.93% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.80% | -0.10% | — | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.78% | +0.08% | +19.69% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.77% | — | +1.04% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | +15.00% | |
| 32 | BJUN | Innovator U.s. Equity Buffer | ETF-その他 | 0.74% | — | +5.79% | |
| 33 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.73% | — | -2.34% | |
| 34 | TFC | Truist Financial CORP | 株式-金融 | 0.67% | — | +17.53% | |
| 35 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.67% | — | -7.48% | |
| 36 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.66% | -0.10% | -6.82% | |
| 37 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.65% | — | +3.84% | |
| 38 | BJUL | Innovator U.s. Equity Buffer | ETF-その他 | 0.62% | — | -6.95% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | +1.74% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | — | +10.34% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | — | +1.23% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.57% | +0.20% | +48.55% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | — | +1.50% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | +3.49% | |
| 45 | PFEB | Innovator U.s. Equity Power | ETF-その他 | 0.57% | -0.04% | -0.25% | |
| 46 | BALT | Inn Defined Wealth Shield | ETF-その他 | 0.55% | — | +56.72% | |
| 47 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.55% | — | +4.88% | |
| 48 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.55% | — | — | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | -0.04% | +2489.84% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | +34.07% |