CIK: 0001790688
申告総資産額
$3.4億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.50% | -0.82% | +1.33% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 8.43% | -0.62% | -1.92% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 8.18% | -0.43% | -2.10% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 5.86% | — | +1.00% | |
| 5 | PWR | Quanta Services INC | 株式-資本財 | 4.80% | +0.25% | -7.40% | |
| 6 | BA | Boeing Co/the | 株式-資本財 | 3.83% | -0.07% | +0.46% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 3.76% | +0.41% | -2.55% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.25% | -0.19% | +0.18% | |
| 9 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 2.96% | +0.01% | +3.60% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.89% | -0.13% | +0.96% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.88% | — | -1.54% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.85% | +0.21% | +181.30% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.67% | -0.42% | +1.83% | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.36% | +0.19% | +2.01% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.35% | +0.07% | +37.01% | |
| 16 | CGMU | Cap Group Municipal Income | ETF-その他 | 2.14% | -0.44% | +1.47% | |
| 17 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.05% | +0.46% | +2.15% | |
| 18 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.96% | -0.29% | -2.20% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.89% | +0.49% | -2.37% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.67% | — | -42.95% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.58% | +0.11% | +10.12% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.58% | +0.04% | -0.51% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.53% | — | -3.03% | |
| 24 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.50% | -0.31% | -2.60% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.47% | — | +0.46% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.09% | +0.03% | -0.85% | |
| 27 | FCN | Fti Consulting INC | 株式-資本財 | 0.88% | — | +5.18% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.80% | — | +1.87% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | — | -4.15% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.72% | — | — | |
| 31 | CGCP | Cap Group Core Plus Income | ETF-その他 | 0.72% | — | -6.36% | |
| 32 | CGXU | Cap Group Intl Focus | ETF-その他 | 0.68% | — | -4.47% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.65% | +0.15% | +21.60% | |
| 34 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.60% | — | +1.89% | |
| 35 | CCOR | Core Alternative ETF | ETF-その他 | 0.55% | — | -3.77% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | -0.19% | — | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.53% | +0.10% | +12.31% | |
| 38 | IFLN | Invesco Bloomberg Enhanced F | ETF-その他 | 0.50% | — | +88.12% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.50% | — | — | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | -0.04% | +15.95% | |
| 41 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.46% | — | -1.31% | |
| 42 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.40% | +0.32% | +19.69% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.39% | — | — | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.34% | +0.09% | +23.48% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.32% | -0.28% | — | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.27% | +0.29% | — | |
| 47 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.27% | — | — | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.25% | — | -1.70% | |
| 49 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 0.24% | — | -7.99% | |
| 50 | MRSK | Toews Agility Shares Managed | ETF-その他 | 0.23% | — | — |