CIK: 0001802743
申告総資産額
$2.4億
| # | 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 | 9.80% | — | +16.48% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.76% | +0.12% | +2.51% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.94% | — | +5.14% | |
| 4 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 5.43% | — | +3.58% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 5.32% | — | +5.19% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.40% | — | +14.53% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.84% | -0.26% | +9.10% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.28% | -0.15% | +0.13% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.24% | — | +0.17% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 3.13% | — | +0.19% | |
| 11 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-その他 | 3.10% | — | +0.17% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.64% | — | +7.84% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.44% | — | +0.24% | |
| 14 | PDO | Pimco Dynamic Income Opport | 株式-その他 | 2.32% | — | -1.28% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.17% | — | +1.49% | |
| 16 | FIDI | Fidelity Intl Hi Div ETF | ETF-その他 | 1.57% | — | +0.40% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.41% | +0.25% | -3.32% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.30% | — | +1.31% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.01% | — | +0.20% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.94% | — | +35.51% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | -0.12% | +0.90% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | -0.12% | -0.06% | |
| 23 | BX | Blackstone INC | 株式-金融 | 0.68% | — | +0.26% | |
| 24 | PRU | Prudential Financial INC | 株式-金融 | 0.65% | — | +0.42% | |
| 25 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.63% | — | -0.52% | |
| 26 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.62% | — | — | |
| 27 | WFC | Wells Fargo & Co | 株式-金融 | 0.59% | — | -0.19% | |
| 28 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 0.54% | — | +0.24% | |
| 29 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.54% | — | +0.59% | |
| 30 | IVZ | Invesco Ltd. | 株式-金融 | 0.51% | — | -3.74% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | -0.30% | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.50% | — | — | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.49% | — | +1.43% | |
| 34 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.48% | — | +0.49% | |
| 35 | SPG | Simon Property Group INC | 株式-不動産 | 0.46% | — | +1.14% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.46% | -0.23% | +5.12% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.46% | — | — | |
| 38 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.45% | — | +0.27% | |
| 39 | FNY | First Trust Mid Cap Growth | ETF-その他 | 0.45% | — | -0.17% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.44% | — | — | |
| 41 | BLE | Blackrock Muni INC Tr Ii | 株式-その他 | 0.43% | — | +0.30% | |
| 42 | RF | Regions Financial CORP | 株式-金融 | 0.43% | — | — | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.42% | — | +0.34% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.42% | — | +7.28% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.41% | — | — | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | — | +13.87% | |
| 47 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.41% | — | +0.49% | |
| 48 | VFL | Abrdn National Municipal INC | 株式-その他 | 0.39% | — | +0.24% | |
| 49 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.38% | — | +0.32% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.25% | +0.27% |