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 | 14.37% | — | +26.01% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 12.52% | -1.06% | -1.84% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 7.68% | -0.64% | +1.63% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 6.73% | -0.81% | +2.37% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 5.76% | -1.31% | +5.22% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 4.84% | +1.66% | +6.47% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 4.51% | -0.69% | +3.49% | |
| 8 | DNOV | Ft Vest US Equity Deep Buffe | ETF-その他 | 4.42% | +0.73% | +1.11% | |
| 9 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 4.27% | -0.62% | +7.38% | |
| 10 | AVDE | Avantis International Equity | ETF-その他 | 4.06% | +1.85% | +20.63% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.67% | -0.71% | +5.51% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.58% | — | -1.81% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.32% | -0.64% | -6.66% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.28% | -1.62% | EXIT | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.90% | — | -13.77% | |
| 16 | ✓ | ETF Ser Solutions | 株式-その他 | 1.77% | — | +20.67% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.62% | -0.20% | — | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.58% | -0.11% | -4.38% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.41% | -0.10% | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | -0.16% | +10.67% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.15% | -0.34% | -4.01% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.98% | — | +9.08% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.90% | — | -2.20% | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.86% | -0.05% | -1.28% | |
| 25 | GIS | General Mills INC | 株式-生活必需品 | 0.86% | -0.13% | — | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.52% | — | -4.31% | |
| 27 | XSEP | Ft Vest U.s. Equity Enhance | ETF-その他 | 0.51% | — | -3.64% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | -0.06% | -9.07% | |
| 29 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.45% | -0.01% | -24.08% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.40% | -0.02% | -0.55% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.35% | — | — | |
| 32 | XDEC | Ft Vest US Equity Enhance & | ETF-その他 | 0.34% | — | -12.77% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.30% | — | -13.35% | |
| 34 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.30% | +0.11% | — | |
| 35 | ECL | Ecolab INC | 株式-素材 | 0.28% | -0.01% | -4.39% | |
| 36 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.25% | -0.05% | -5.96% | |
| 37 | DJUN | Ft Vest US Equity Deep Buffe | ETF-その他 | 0.23% | -0.01% | -8.92% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.22% | — | — |