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 | 8.13% | -1.07% | +0.07% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.13% | +0.01% | +1.33% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.87% | — | +0.11% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.62% | -0.05% | -0.89% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.94% | — | +95.15% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.89% | -0.19% | -3.46% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 2.44% | — | -0.29% | |
| 8 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 2.43% | -0.02% | +0.42% | |
| 9 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 2.42% | -0.02% | +0.11% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.37% | -0.18% | -1.18% | |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 2.36% | — | +0.44% | |
| 12 | PLTR | Palantir Technologies Inc-a | 株式-IT | 2.26% | -0.40% | -1.18% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.08% | — | +0.50% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.04% | — | -0.26% | |
| 15 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.91% | — | +0.16% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.87% | -0.21% | -0.15% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.54% | — | +0.37% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.52% | +0.04% | -2.72% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.40% | — | +0.51% | |
| 20 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 1.27% | — | +0.80% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.20% | -0.12% | +1.44% | |
| 22 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-その他 | 1.17% | +0.04% | +0.26% | |
| 23 | BSJR | Invesco Bulletshares 2027 Hy | ETF-その他 | 1.14% | +0.05% | +0.83% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.13% | -0.11% | -1.24% | |
| 25 | BSJS | Invesco Bulletshares 2028 Hy | ETF-その他 | 1.09% | +0.04% | -0.53% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.09% | -0.09% | +0.83% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.06% | +0.12% | +6.21% | |
| 28 | BSJT | Invesco Bulletshares 2029 Hy | ETF-その他 | 1.01% | +0.02% | -2.65% | |
| 29 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 1.01% | — | +11.51% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.00% | — | +0.37% | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.00% | — | +0.85% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | +0.23% | -1.30% | |
| 33 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.97% | — | +18.42% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.95% | — | -5.11% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.87% | — | -1.34% | |
| 36 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 0.83% | — | +27.85% | |
| 37 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 0.77% | — | -5.38% | |
| 38 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.71% | — | -0.84% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | +0.31% | -0.72% | |
| 40 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.70% | — | -2.18% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | -0.09% | -0.75% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.66% | — | +16.17% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.65% | — | -1.75% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.63% | — | -1.03% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.63% | — | -1.01% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.61% | +0.15% | +0.01% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.61% | — | -8.58% | |
| 48 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.59% | -0.09% | -1.76% | |
| 49 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.58% | — | +7.98% | |
| 50 | AMD | Advanced Micro Devices | 株式-IT | 0.58% | — | +1.58% |