CIK: 0001846994
申告総資産額
$1.7億
| # | 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 | BIV | Vanguard Intermediate-term B | ETF-その他 | 12.89% | — | +473.86% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 12.37% | -1.06% | -15.34% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 7.80% | -0.64% | +0.83% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 6.57% | -0.81% | +0.74% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 5.69% | -1.31% | +7.74% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 4.91% | +1.66% | +10.75% | |
| 7 | DNOV | Ft Vest US Equity Deep Buffe | ETF-その他 | 4.49% | +0.73% | -42.40% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 4.36% | -0.69% | +34.04% | |
| 9 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 4.34% | -0.62% | +8.88% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.11% | — | -12.05% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.69% | -0.71% | -6.22% | |
| 12 | AVDE | Avantis International Equity | ETF-その他 | 3.63% | +1.85% | +7.75% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.92% | -0.64% | -11.09% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.35% | -1.62% | EXIT | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 2.04% | — | -3.53% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.58% | -0.11% | -2.65% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.50% | -0.20% | -4.27% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.39% | -0.10% | — | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.31% | -0.34% | -74.32% | |
| 20 | ✓ | ETF Ser Solutions | 株式-その他 | 1.25% | — | — | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.20% | — | -72.71% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.11% | — | -36.42% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | -0.16% | — | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.92% | -0.05% | -7.32% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.64% | — | -7.58% | |
| 26 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.58% | -0.01% | -23.68% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | — | — | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.51% | -0.02% | -6.26% | |
| 29 | XSEP | Ft Vest U.s. Equity Enhance | ETF-その他 | 0.50% | — | -2.25% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.48% | — | -12.02% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.45% | — | -2.31% | |
| 32 | XDEC | Ft Vest US Equity Enhance & | ETF-その他 | 0.41% | — | +42.11% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | -0.06% | -6.51% | |
| 34 | ECL | Ecolab INC | 株式-素材 | 0.37% | -0.01% | -1.93% | |
| 35 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.37% | — | — | |
| 36 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.25% | -0.05% | -58.92% | |
| 37 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.25% | — | — | |
| 38 | DJUN | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.25% | -0.01% | — | |
| 39 | KGRN | Kraneshares Msci China Clean | ETF-新興国市場 | 0.22% | — | -14.90% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.22% | — | — |