CIK: 0001766286
申告総資産額
$2.7億
| # | 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 | 9.95% | +0.26% | +0.06% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 9.71% | -0.02% | -0.17% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 5.91% | +0.17% | +0.27% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.79% | +0.17% | +2.08% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.33% | -0.12% | -3.56% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.38% | -0.04% | -2.92% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.84% | +0.04% | -0.79% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.59% | +0.03% | -0.17% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.39% | — | +4.39% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.20% | -0.02% | -2.44% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.19% | -0.03% | +4.48% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.06% | -0.04% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.67% | -0.02% | -7.29% | |
| 14 | PGX | Invesco Preferred ETF | ETF-その他 | 1.52% | — | -4.69% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.41% | -0.02% | +1.76% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.39% | +0.18% | -0.45% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | — | +0.87% | |
| 18 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.32% | +0.02% | -4.76% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.20% | — | +17.66% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.15% | +0.03% | -0.02% | |
| 21 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.15% | — | -3.42% | |
| 22 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.14% | — | -3.83% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 1.01% | -0.27% | +4.76% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.00% | — | -6.51% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | +0.07% | -1.15% | |
| 26 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.93% | — | +1.43% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.92% | — | -2.94% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | +0.07% | +1.72% | |
| 29 | DNL | Wisdmtree Gb Ex-us Ql Gr-usd | ETF-その他 | 0.83% | — | +0.28% | |
| 30 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.81% | — | -2.12% | |
| 31 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.80% | — | — | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.80% | — | -1.53% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | — | +1.27% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.77% | — | +1.02% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.77% | — | -1.36% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.76% | +0.09% | -0.47% | |
| 37 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.76% | — | -1.02% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | — | +1.72% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | — | — | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | — | +11.92% | |
| 41 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 0.62% | — | — | |
| 42 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.61% | -0.62% | — | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.60% | — | -7.85% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.59% | — | +0.44% | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.53% | — | +23.52% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.52% | — | -0.05% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.51% | — | +400.00% | |
| 48 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.51% | — | -0.42% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | -1.28% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | +1.52% |