CIK: 0001841633
申告総資産額
$3.5億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 13.55% | -0.94% | +0.44% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 12.81% | -0.41% | -0.52% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 10.55% | -0.09% | -1.32% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 8.54% | -0.86% | -0.94% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 8.21% | +1.28% | +4.22% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 6.47% | +0.08% | +1.87% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.40% | +0.47% | +7.75% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.09% | — | +2.22% | |
| 9 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 2.54% | +0.33% | +10.81% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.40% | +0.03% | +2.02% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.35% | -0.06% | -6.85% | |
| 12 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 2.03% | +0.52% | -3.01% | |
| 13 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 1.54% | -1.30% | -2.58% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.46% | -0.10% | -0.24% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.38% | +0.01% | +389.39% | |
| 16 | IDOG | Alps International Sector Di | ETF-その他 | 1.34% | +0.09% | -4.57% | |
| 17 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 1.17% | +0.06% | -3.91% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.15% | — | -0.23% | |
| 19 | FTCS | First Trust Capital Strength | ETF-その他 | 1.13% | — | -1.52% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | -0.04% | -1.00% | |
| 21 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.91% | — | -4.86% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.13% | -4.05% | |
| 23 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.81% | +0.22% | — | |
| 24 | TRPA | Hartford Aaa Clo ETF | ETF-その他 | 0.68% | -0.49% | +20.96% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.67% | -0.06% | -1.26% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +0.13% | |
| 27 | PGR | Progressive CORP | 株式-金融 | 0.58% | -0.07% | — | |
| 28 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.51% | — | -1.45% | |
| 29 | DINO | Hf Sinclair CORP | 株式-エネルギー | 0.47% | +0.10% | — | |
| 30 | DCGO | Docgo INC | 株式-その他 | 0.39% | -0.02% | — | |
| 31 | SO | Southern Co/the | 株式-公益事業 | 0.35% | — | +9.76% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.32% | -0.08% | -3.40% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | -0.04% | — | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.29% | — | -8.23% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.27% | -0.06% | — | |
| 36 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.26% | — | — | |
| 37 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.25% | — | — | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.24% | +0.02% | +0.02% | |
| 39 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.23% | -0.02% | — | |
| 40 | AFL | Aflac INC | 株式-金融 | 0.23% | — | — | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.16% | +0.05% | — | |
| 43 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.14% | — | -14.94% | |
| 44 | TFC | Truist Financial CORP | 株式-金融 | 0.14% | — | — | |
| 45 | INTF | Ishares International Equity | ETF-その他 | 0.13% | — | — | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.13% | +0.02% | +200.05% | |
| 47 | DUK | Duke Energy CORP | 株式-公益事業 | 0.13% | +0.06% | NEW | |
| 48 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.12% | -0.02% | — | |
| 49 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.12% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.12% | — | -4.96% |