CIK: 0001766286
申告総資産額
$2.4億
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 9.34% | +0.01% | +1.44% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 8.80% | -1.07% | +0.90% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.58% | — | +0.61% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.54% | -0.05% | -0.33% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.39% | -0.19% | -0.85% | |
| 6 | XSSPX | Nuveen S&p 500 Dynam Overwr | 株式-その他 | 3.84% | — | +0.58% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.29% | -0.18% | +2.27% | |
| 8 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.87% | — | -4.64% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.62% | — | -0.49% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.38% | -0.21% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.07% | +0.04% | +2.13% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 1.97% | — | — | |
| 13 | PGX | Invesco Preferred ETF | ETF-その他 | 1.92% | — | -3.45% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.73% | — | +12.22% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.66% | -0.11% | +1.63% | |
| 16 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.49% | — | -2.34% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.44% | +0.12% | -0.85% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.24% | — | -1.36% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.21% | -0.12% | +2.85% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.18% | — | -0.75% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.13% | — | +1.66% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | +0.23% | -0.74% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.07% | — | -0.42% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.04% | -0.10% | -0.22% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | +0.31% | -0.30% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.99% | — | +0.13% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.94% | — | -0.71% | |
| 28 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.93% | — | -11.38% | |
| 29 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.88% | — | -4.09% | |
| 30 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 0.86% | — | -1.70% | |
| 31 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.85% | — | +2.47% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | +0.15% | — | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.85% | -0.09% | -4.19% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.83% | — | -10.51% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.79% | — | -1.64% | |
| 36 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.78% | — | -0.05% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.77% | — | -3.41% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.72% | -0.09% | +0.03% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.71% | — | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | +0.33% | -2.09% | |
| 41 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.58% | — | — | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.56% | — | +2.67% | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.54% | — | -1.11% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | -0.09% | — | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | -5.87% | |
| 46 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.48% | -0.40% | -0.30% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | — | |
| 48 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.47% | — | -1.66% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.46% | — | — | |
| 50 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.45% | — | -1.94% |