CIK: 0001859474
申告総資産額
$2.0億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 33.80% | — | -3.86% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-その他 | 4.40% | — | -4.95% | |
| 3 | TSLA | Tesla INC | 株式-一般消費財 | 4.24% | — | +0.34% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.80% | — | +4.42% | |
| 5 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.43% | — | -5.81% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.35% | — | +3.74% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.21% | — | +0.34% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.05% | — | +3.09% | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.99% | — | +29.64% | |
| 10 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 1.97% | — | — | |
| 11 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 1.89% | — | — | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.81% | — | +0.55% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.78% | — | -2.89% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.72% | — | +2.90% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.65% | — | -0.21% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | — | +3.00% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.38% | — | -6.66% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.38% | — | +3.77% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.99% | — | +6.76% | |
| 20 | QDEF | Flexshares Quality Dividend | ETF-その他 | 0.98% | — | +180.94% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.98% | — | +174.37% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.97% | — | +2.55% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.90% | — | +9.46% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | — | +3.50% | |
| 25 | NVR | Nvr INC | 株式-一般消費財 | 0.86% | — | +1.05% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | — | +0.31% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.78% | — | +2.19% | |
| 28 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.77% | — | +48.76% | |
| 29 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.77% | — | — | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.60% | — | — | |
| 31 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.59% | — | -13.06% | |
| 32 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.57% | — | +9.68% | |
| 33 | IDV | Ishares International Select | ETF-その他 | 0.57% | — | +7.15% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | — | +15.86% | |
| 35 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.56% | — | +93.94% | |
| 36 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.54% | — | +63.72% | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.49% | — | +75.10% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.43% | — | -28.17% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.43% | — | +75.15% | |
| 40 | TLRYEUR | Tilray Brands INC | 株式-その他 | 0.42% | — | -35.80% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.40% | — | +17.41% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | — | +0.81% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | — | -3.36% | |
| 44 | PICK | Ishares Msci Global Metals & | ETF-その他 | 0.38% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | — | — | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.32% | — | — | |
| 47 | WPC | Wp Carey INC | 株式-不動産 | 0.32% | — | +1.61% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | — | +35.11% | |
| 49 | AXP | American Express Co | 株式-金融 | 0.32% | — | -2.87% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.30% | — | — |