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 | 14.23% | -0.94% | -1.93% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 9.95% | +1.28% | +0.26% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 8.86% | -0.09% | +0.11% | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 8.50% | -0.86% | -2.10% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 7.79% | +0.08% | +1.02% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 6.43% | +0.47% | +5.29% | |
| 7 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 5.56% | -0.41% | -15.26% | |
| 8 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 5.39% | +0.33% | +10.86% | |
| 9 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 4.79% | +0.52% | +14.82% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.93% | — | +1.55% | |
| 11 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 2.35% | +0.26% | +16.83% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.08% | +0.03% | -6.42% | |
| 13 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 1.66% | -1.30% | +1.26% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.64% | -0.10% | -1.31% | |
| 15 | FGD | First Trust Dj Gl Sel Dvd | ETF-その他 | 1.54% | +0.06% | +1.22% | |
| 16 | IDOG | Alps International Sector Di | ETF-その他 | 1.52% | +0.09% | +0.76% | |
| 17 | TRPA | Hartford Aaa Clo ETF | ETF-その他 | 1.30% | -0.49% | -17.66% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.96% | +0.01% | -2.06% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | -0.13% | +0.01% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.80% | -0.06% | -3.14% | |
| 21 | PGR | Progressive CORP | 株式-金融 | 0.49% | -0.07% | — | |
| 22 | FTCS | First Trust Capital Strength | ETF-その他 | 0.48% | — | -3.36% | |
| 23 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.45% | +0.22% | — | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | -0.14% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | -0.04% | -13.90% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.37% | -0.06% | -33.28% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | -0.06% | -6.35% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.36% | -0.07% | +1.44% | |
| 29 | SO | Southern Co/the | 株式-公益事業 | 0.34% | — | +0.28% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.04% | -0.66% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.32% | -0.08% | -0.13% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.30% | — | — | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.29% | — | — | |
| 34 | DINO | Hf Sinclair CORP | 株式-エネルギー | 0.28% | +0.10% | -1.46% | |
| 35 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.27% | — | -0.05% | |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.23% | +0.02% | +0.02% | |
| 37 | AFL | Aflac INC | 株式-金融 | 0.23% | — | -1.41% | |
| 38 | SAP | Sap Se-sponsored Adr | 株式-IT | 0.21% | -0.06% | — | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.20% | — | +0.04% | |
| 40 | IBTA | Ibotta Inc-cl A | 株式-その他 | 0.20% | +0.06% | — | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.19% | +0.02% | — | |
| 42 | URA | Global X Uranium ETF | ETF-その他 | 0.17% | -0.02% | +12.96% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.16% | — | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.16% | — | +0.08% | |
| 45 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.15% | -0.02% | — | |
| 46 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.14% | -0.02% | — | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.14% | +0.05% | +4.24% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.14% | — | +4.51% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | — | +5.89% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.13% | -0.03% | — |