CIK: 0001844424
申告総資産額
$6.3億
| # | 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 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 16.56% | -2.14% | +5.11% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 13.94% | -5.22% | +5.41% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.90% | — | -2.86% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 6.73% | — | +6.07% | |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 5.79% | -3.27% | +6.39% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.22% | -0.60% | +9.76% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.12% | — | +6.30% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.93% | -0.14% | +5.16% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.71% | — | -0.80% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.96% | — | +9.73% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.64% | — | +3.74% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.32% | -0.45% | +3.92% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.87% | — | +0.31% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.49% | +1.57% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.25% | -0.15% | +0.61% | |
| 16 | MGEE | Mge Energy INC | 株式-その他 | 1.23% | — | +4.08% | |
| 17 | DHR | Danaher CORP | 株式-ヘルスケア | 0.85% | — | — | |
| 18 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.76% | -0.07% | +0.77% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | — | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.52% | — | — | |
| 21 | SUB | Ishares Short-term National | ETF-その他 | 0.51% | — | +4.83% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.49% | — | +0.43% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | — | +3.47% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.42% | — | -13.25% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | — | +0.80% | |
| 26 | DE | Deere & Co | 株式-資本財 | 0.36% | — | — | |
| 27 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.33% | — | +2.06% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.32% | — | -6.09% | |
| 29 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.32% | — | +20.17% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.32% | +0.02% | — | |
| 31 | T | At&t INC | 株式-通信サービス | 0.30% | — | -16.96% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.28% | — | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.27% | — | +4.50% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.26% | — | +0.41% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.26% | — | -6.73% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.25% | — | +2.23% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.24% | — | +5.74% | |
| 38 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.24% | — | — | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.24% | — | — | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.24% | +0.08% | — | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.22% | — | +1.92% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.21% | — | +1.61% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.21% | — | — | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | — | -7.77% | |
| 45 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.19% | — | — | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.18% | — | +0.07% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | +0.04% | +0.48% | |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.18% | — | +2.62% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | +3.63% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.16% | — | — |