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 | 32.36% | -3.65% | +0.93% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.36% | -0.72% | -0.06% | |
| 3 | CGDV | Cap Group Dividend Value | ETF-その他 | 5.66% | -0.37% | +91.81% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.63% | -0.62% | +0.79% | |
| 5 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 5.52% | -0.59% | +1.88% | |
| 6 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 4.81% | -0.25% | +1.23% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.68% | -0.25% | -0.43% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.34% | -0.20% | +2.76% | |
| 9 | KORP | American Century Diversified | ETF-その他 | 4.02% | — | +0.72% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.99% | — | +1.58% | |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.79% | +0.09% | +5.64% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.20% | -0.17% | +17.47% | |
| 13 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.16% | +0.11% | -20.20% | |
| 14 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-その他 | 1.09% | +0.13% | -21.59% | |
| 15 | BUFF | Innovator Laddered Allocatio | ETF-その他 | 1.00% | +0.17% | — | |
| 16 | SPBU | Allizim Buf15 Uncpd Aloc ETF | ETF-その他 | 0.99% | +0.11% | — | |
| 17 | CAT | Caterpillar INC | 株式-資本財 | 0.65% | +0.10% | -2.54% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | -0.11% | -2.67% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | — | +7.02% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | -2.45% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | -0.13% | -3.06% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.50% | — | +7.82% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.48% | +0.11% | +6.17% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.44% | -0.10% | +30.39% | |
| 25 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.34% | — | -13.00% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.33% | +0.08% | +0.40% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.32% | — | +16.21% | |
| 28 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.32% | +0.07% | +2.97% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.29% | — | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.29% | — | -0.66% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.29% | — | +0.77% | |
| 32 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.28% | +0.11% | +4.23% | |
| 33 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.28% | — | +0.03% | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.28% | -0.17% | -17.49% | |
| 35 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.27% | +0.03% | +4.07% | |
| 36 | VGUS | Vanguard Ultra Shrt Treasury | ETF-政府公債 | 0.26% | — | — | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.25% | — | — | |
| 38 | TAXF | American Century Diver Muni | ETF-その他 | 0.24% | — | -24.48% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.24% | — | — | |
| 40 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.23% | +0.14% | — | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.21% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | +0.07% | +61.70% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.19% | — | +7.77% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.19% | — | +35.16% | |
| 45 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.18% | +0.12% | — | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.18% | — | -30.78% | |
| 47 | BALT | Inn Defined Wealth Shield | ETF-その他 | 0.17% | — | -88.08% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.16% | — | -1.72% | |
| 49 | IIGD | Invesco Inv Grade Defensive | ETF-その他 | 0.15% | +0.13% | +68.52% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | +0.04% | — |