CIK: 0001803295
申告総資産額
$1.5億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 20.91% | -0.20% | +1.86% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-その他 | 8.54% | +0.12% | +22.40% | |
| 3 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 5.96% | +0.71% | -2.73% | |
| 4 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 4.95% | -0.66% | +47.51% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.35% | -0.42% | -5.46% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.03% | +0.50% | +0.29% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.83% | -0.13% | +0.64% | |
| 8 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 2.82% | +0.23% | +0.64% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.42% | — | — | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.22% | — | -0.25% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.17% | -0.10% | -5.27% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.95% | +0.38% | +5.56% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.82% | — | -11.04% | |
| 14 | IYF | Ishares US Financials ETF | ETF-その他 | 1.73% | -0.34% | -40.91% | |
| 15 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.72% | -0.33% | -32.02% | |
| 16 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.56% | +0.60% | +2.03% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.47% | — | — | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.43% | -0.03% | +3.94% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.35% | — | -0.46% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.32% | +0.04% | +297.53% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.24% | +0.02% | +5.60% | |
| 22 | IXP | Ishares Global Comm Services | ETF-その他 | 1.20% | — | +2.17% | |
| 23 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.17% | — | -25.45% | |
| 24 | VTHR | Vanguard Russell 3000 | ETF-その他 | 1.07% | — | — | |
| 25 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.05% | — | -0.05% | |
| 26 | VDE | Vanguard Energy ETF | ETF-その他 | 1.05% | — | -8.77% | |
| 27 | GRND | Grindr INC | 株式-その他 | 0.95% | -0.03% | +3.89% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.88% | +0.01% | -0.78% | |
| 29 | PLUG | Plug Power INC | 株式-資本財 | 0.78% | +0.02% | +1.64% | |
| 30 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.78% | +0.16% | -5.41% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.72% | — | +17.28% | |
| 32 | ZETA | Zeta Global Holdings Corp-a | 株式-IT | 0.66% | — | — | |
| 33 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.65% | — | -0.49% | |
| 34 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.64% | -0.31% | -8.96% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.62% | — | -16.38% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +21.13% | |
| 37 | SGDM | Sprott Gold Miners ETF | ETF-コモディティ | 0.58% | +0.12% | +19.75% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | — | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.49% | — | +0.14% | |
| 40 | TLSI | Trisalus Life Sciences INC | 株式-その他 | 0.48% | — | — | |
| 41 | HQY | Healthequity INC | 株式-ヘルスケア | 0.45% | -0.07% | — | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.45% | — | +1.48% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | +0.06% | +2.32% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | -0.03% | — | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.40% | — | — | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.07% | +0.28% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.38% | — | +0.22% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | -0.08% | -2.30% | |
| 49 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型株 | 0.33% | — | -8.58% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.33% | +0.01% | -6.71% |