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 | 17.66% | -2.14% | +4.93% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 15.52% | -5.22% | +4.20% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 7.84% | — | +5.41% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 6.22% | -3.27% | +5.89% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.77% | -0.60% | +4.47% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.47% | — | +1.37% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.83% | -0.14% | -6.52% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.34% | — | -14.24% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.18% | — | +2.70% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.93% | — | +1.46% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.85% | — | -74.95% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.33% | -0.45% | -0.57% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.98% | — | +0.36% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.49% | -0.49% | +2.80% | |
| 15 | MGEE | Mge Energy INC | 株式-その他 | 1.34% | — | +1.34% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.31% | -0.15% | +5.55% | |
| 17 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.85% | -0.07% | -0.65% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 0.84% | — | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | — | +3.95% | |
| 20 | SUB | Ishares Short-term National | ETF-その他 | 0.69% | — | +24.26% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | — | +15.85% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | — | — | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.52% | — | — | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.52% | — | +97.55% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | +1.95% | |
| 26 | DE | Deere & Co | 株式-資本財 | 0.48% | — | -1.33% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | — | +68.70% | |
| 28 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.40% | — | +29.42% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.38% | +0.02% | +5.30% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | — | -4.15% | |
| 31 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.35% | — | — | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.34% | — | -1.01% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.34% | — | +16.30% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.33% | — | -26.39% | |
| 35 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.32% | — | — | |
| 36 | T | At&t INC | 株式-通信サービス | 0.31% | — | -3.72% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.28% | — | +77.32% | |
| 38 | VTV | Vanguard Value ETF | ETF-その他 | 0.28% | — | +18.56% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.27% | — | +1.94% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.26% | +0.08% | +0.03% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.25% | — | +7.92% | |
| 42 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.25% | — | — | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.23% | — | -8.62% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.23% | — | -3.63% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.21% | — | +3.41% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | +0.04% | -3.93% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | +0.04% | -1.24% | |
| 48 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.20% | +2.67% | — | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.20% | +0.03% | +2.92% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.18% | — | +8.96% |