CIK: 0001770532
申告総資産額
$4.2億
| # | 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 | 32.78% | -3.65% | +0.15% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.51% | -0.72% | -0.57% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.71% | -0.62% | -0.33% | |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 5.41% | -0.59% | -3.98% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.95% | -0.25% | +0.24% | |
| 6 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 4.94% | -0.25% | +0.41% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.43% | -0.20% | +2.61% | |
| 8 | KORP | American Century Diversified | ETF-その他 | 4.35% | — | +0.79% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.12% | — | +1.17% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-その他 | 3.05% | -0.37% | +7.17% | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.83% | +0.09% | +7.30% | |
| 12 | FLV | American Century Focused Lar | ETF-その他 | 2.72% | — | +4.15% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.53% | +0.11% | +17.49% | |
| 14 | BALT | Inn Defined Wealth Shield | ETF-その他 | 1.50% | — | +19.81% | |
| 15 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-その他 | 1.47% | +0.13% | +17.45% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.91% | -0.17% | +6.82% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | -0.11% | -9.45% | |
| 18 | IBM | Intl Business Machines CORP | 株式-IT | 0.61% | -0.13% | -4.25% | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 0.60% | +0.10% | -26.97% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | -1.27% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | — | +8.12% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.48% | +0.11% | +6.39% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.43% | — | +8.50% | |
| 24 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.43% | — | -12.47% | |
| 25 | CRM | Salesforce INC | 株式-IT | 0.42% | -0.17% | -21.80% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.36% | -0.10% | +19.35% | |
| 27 | TAXF | American Century Diver Muni | ETF-その他 | 0.35% | — | -12.02% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.34% | +0.08% | +11.52% | |
| 29 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.32% | +0.07% | +9.50% | |
| 30 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.30% | — | +19.95% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.30% | — | +0.04% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.29% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.29% | — | +77.41% | |
| 34 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.29% | +0.11% | +13.83% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.28% | — | -0.63% | |
| 36 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.28% | +0.03% | +11.46% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.28% | — | -29.17% | |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.27% | — | +5.56% | |
| 39 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.25% | +0.14% | — | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.24% | — | — | |
| 41 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.20% | +0.12% | — | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.17% | — | +71.91% | |
| 43 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.16% | — | — | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.15% | — | +62.87% | |
| 45 | PAVE | Global X US Infrastructure | ETF-その他 | 0.15% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | — | -1.30% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.14% | — | +67.46% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.13% | — | +0.08% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.13% | — | +59.23% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.13% | — | — |