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 | 13.15% | -0.94% | +1.62% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 11.69% | -0.41% | +0.96% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 9.91% | +1.28% | +2.75% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 8.83% | -0.09% | +1.56% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 7.43% | -0.86% | +0.80% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.02% | +0.47% | +2.54% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 6.58% | +0.08% | +2.15% | |
| 8 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 4.86% | +0.33% | +2.34% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.60% | — | +3.90% | |
| 10 | TRPA | Hartford Aaa Clo ETF | ETF-その他 | 2.63% | -0.49% | +3.92% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.48% | +0.03% | +0.34% | |
| 12 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.95% | +0.52% | +1.17% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.58% | -0.10% | -0.53% | |
| 14 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 1.50% | -1.30% | +0.45% | |
| 15 | IDOG | Alps International Sector Di | ETF-その他 | 1.32% | +0.09% | +0.17% | |
| 16 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 1.18% | +0.06% | +0.47% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | -0.13% | — | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | +0.01% | -0.08% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.91% | -0.06% | -8.31% | |
| 20 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.77% | — | -1.97% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.74% | -0.06% | -2.15% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | -0.04% | -4.17% | |
| 23 | PGR | Progressive CORP | 株式-金融 | 0.71% | -0.07% | +0.88% | |
| 24 | FTCS | First Trust Capital Strength | ETF-その他 | 0.66% | — | -9.48% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | +0.27% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.52% | — | -2.43% | |
| 27 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.50% | +0.22% | — | |
| 28 | IBTA | Ibotta Inc-cl A | 株式-その他 | 0.49% | +0.06% | — | |
| 29 | SO | Southern Co/the | 株式-公益事業 | 0.43% | — | -0.23% | |
| 30 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.35% | — | -0.37% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | -0.04% | +0.43% | |
| 32 | AFL | Aflac INC | 株式-金融 | 0.27% | — | — | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.27% | -0.08% | -0.70% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.25% | — | +0.85% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | -0.06% | -2.84% | |
| 36 | DCGO | Docgo INC | 株式-その他 | 0.24% | -0.02% | — | |
| 37 | DINO | Hf Sinclair CORP | 株式-エネルギー | 0.24% | +0.10% | — | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.22% | +0.02% | +0.02% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.19% | — | -8.83% | |
| 40 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.19% | -0.02% | — | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.18% | +0.02% | +3.87% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.15% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | +0.05% | -13.00% | |
| 44 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.14% | — | -5.10% | |
| 45 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.12% | -0.02% | — | |
| 46 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.11% | — | — | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.11% | -0.03% | — | |
| 48 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.11% | — | — | |
| 49 | TFC | Truist Financial CORP | 株式-金融 | 0.10% | — | -2.41% | |
| 50 | INTF | Ishares International Equity | ETF-その他 | 0.10% | — | — |