CIK: 0001910146
申告総資産額
$4.8億
| # | 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 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 12.91% | -0.08% | +1.38% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.72% | -0.47% | +29.04% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 6.73% | -0.05% | EXIT | |
| 4 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 5.40% | -1.40% | -1.96% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.13% | -0.10% | -4.40% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.76% | +0.72% | +5.08% | |
| 7 | TDVG | T Rowe Price Dividend Growth | ETF-その他 | 4.54% | — | -4.38% | |
| 8 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 4.16% | — | -0.54% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 4.14% | — | -10.17% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 3.80% | -0.02% | +0.63% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.23% | -0.04% | +5.54% | |
| 12 | TPHD | Timothy Plan High Dvd Stck | ETF-その他 | 3.04% | — | +6.27% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.30% | +2.57% | -0.77% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.92% | — | -9.72% | |
| 15 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 1.87% | +1.10% | -1.26% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.61% | — | +4.93% | |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.48% | — | -3.40% | |
| 18 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 1.46% | — | -24.23% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.45% | — | — | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.43% | — | +8.25% | |
| 21 | WWJD | Inspire International ETF | ETF-その他 | 1.33% | — | +23.02% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.32% | -0.60% | EXIT | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.31% | — | +116.53% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.27% | +0.05% | +62.14% | |
| 25 | OAEM | Oneascent Emrg Markets ETF | ETF-その他 | 1.12% | -0.08% | +34.07% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.90% | — | +1.43% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.90% | — | +7.62% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.85% | +1.77% | -3.85% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.74% | +0.06% | NEW | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.72% | — | +55.27% | |
| 31 | BIBL | Inspire 100 ETF | ETF-その他 | 0.72% | — | +4.86% | |
| 32 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.70% | -0.15% | — | |
| 33 | BLES | Inspire Global Hope ETF | ETF-その他 | 0.63% | — | +5.85% | |
| 34 | TPSC | Timothy Plan US Small Cap Co | ETF-中小型株 | 0.63% | +0.02% | +4.89% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.62% | — | -17.58% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.51% | — | +28.99% | |
| 37 | PWR | Quanta Services INC | 株式-資本財 | 0.48% | — | +0.03% | |
| 38 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.43% | — | +108.70% | |
| 39 | MGMT | Ballast Small/mid Cap ETF | ETF-その他 | 0.35% | — | +2.97% | |
| 40 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-その他 | 0.33% | — | -8.07% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.32% | -0.29% | EXIT | |
| 42 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.31% | — | — | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.28% | — | +0.91% | |
| 44 | TPIF | Timothy Plan Intl ETF | ETF-その他 | 0.24% | — | -35.59% | |
| 45 | AAPL | Apple INC | 株式-IT | 0.23% | — | +22.93% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.22% | — | -5.00% | |
| 47 | GE | General Electric | 株式-資本財 | 0.21% | +0.28% | NEW | |
| 48 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.16% | — | -28.63% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.15% | — | — | |
| 50 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.13% | — | -65.29% |