CIK: 0001804116
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 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 11.20% | — | +7.85% | |
| 2 | HDV | Ishares Core High Dividend E | ETF-その他 | 8.89% | -0.32% | +3.08% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.38% | -0.25% | +3.14% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 7.27% | -0.85% | +6.86% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.39% | -0.22% | +3.39% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.99% | -0.12% | +2.76% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.68% | — | -1.41% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-その他 | 3.42% | — | -6.84% | |
| 9 | IDV | Ishares International Select | ETF-その他 | 3.29% | -0.08% | +5.45% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 3.07% | -0.55% | -4.62% | |
| 11 | DFIC | Dimensional International Co | ETF-その他 | 3.06% | -0.26% | +11.48% | |
| 12 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 2.98% | — | +6.50% | |
| 13 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 2.95% | — | +17.21% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.57% | +0.11% | +3.88% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.32% | — | -0.04% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.15% | -0.12% | -14.51% | |
| 17 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.57% | — | +3.60% | |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.50% | — | +9.46% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.47% | — | -12.10% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.30% | -0.19% | +3.04% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.21% | — | -3.20% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.17% | — | +2.41% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.09% | — | -11.67% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | +0.29% | -0.78% | |
| 25 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.98% | — | +6.59% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.96% | — | -4.20% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.83% | — | +0.37% | |
| 28 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.71% | -0.14% | +5.63% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.61% | +0.05% | +14.37% | |
| 30 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.58% | — | +44.62% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.57% | — | +1.72% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.55% | — | +0.48% | |
| 33 | NEM | Newmont CORP | 株式-素材 | 0.54% | +0.01% | -14.06% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.06% | -1.40% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.49% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -9.20% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | +0.03% | +2.32% | |
| 38 | CGXU | Cap Group Intl Focus | ETF-その他 | 0.46% | +0.01% | +20.41% | |
| 39 | WPC | Wp Carey INC | 株式-不動産 | 0.43% | — | +2.55% | |
| 40 | CPK | Chesapeake Utilities CORP | 株式-その他 | 0.41% | — | — | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.39% | — | +3.41% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.39% | +0.05% | -20.41% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.38% | — | +0.67% | |
| 44 | PWR | Quanta Services INC | 株式-資本財 | 0.36% | +0.11% | +0.05% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.36% | — | +2.84% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | +0.06% | +1.62% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | — | +0.17% | |
| 48 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.31% | — | +0.08% | |
| 49 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.31% | — | +0.46% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.30% | — | +14.60% |