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 | VUG | Vanguard Growth ETF | ETF-その他 | 10.60% | -1.07% | +1.05% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 9.47% | +0.01% | +2.51% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.55% | -0.05% | -2.61% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.50% | — | +0.64% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.30% | -0.19% | +2.52% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.43% | -0.18% | +2.59% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.85% | — | -0.75% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.74% | -0.21% | -0.45% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.34% | — | +5.86% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.21% | +0.04% | -0.47% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.13% | — | -6.15% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.01% | — | +2.32% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.68% | -0.11% | +1.13% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.51% | -0.12% | +6.17% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | +0.23% | +0.02% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.38% | +0.12% | +1.84% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.36% | — | +21.60% | |
| 18 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.35% | — | +6.83% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.25% | — | +0.71% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.20% | — | +9.79% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.17% | +0.31% | -0.53% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.07% | — | +0.26% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.03% | +0.15% | — | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 1.00% | — | +2.90% | |
| 25 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.99% | — | +1.26% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.96% | — | +2.21% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.95% | — | +10.03% | |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.85% | -0.09% | — | |
| 29 | PGX | Invesco Preferred ETF | ETF-その他 | 0.82% | — | -42.71% | |
| 30 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.82% | — | +5.46% | |
| 31 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 0.82% | — | +0.42% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.80% | +0.33% | +0.43% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.76% | — | +0.64% | |
| 34 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.76% | — | +4.32% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | -0.09% | — | |
| 36 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.73% | — | — | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.70% | -0.10% | -0.04% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.70% | — | -2.99% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | -0.09% | -1.72% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.69% | — | — | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.67% | — | +33.30% | |
| 42 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.66% | -0.40% | -0.01% | |
| 43 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 0.63% | — | +43.55% | |
| 44 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.62% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | +0.05% | -1.54% | |
| 46 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.59% | — | +20.24% | |
| 47 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.59% | — | — | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.57% | — | +0.38% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.56% | +0.21% | +959.74% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.54% | — | — |