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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 18.32% | -5.22% | +11.68% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 16.50% | -2.14% | +1.21% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 8.32% | — | +1.87% | |
| 4 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 5.69% | -3.27% | +2.46% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.58% | -0.60% | +0.35% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.32% | — | -4.57% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.08% | -0.14% | -20.08% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.95% | — | -4.47% | |
| 9 | HMOP | Hartford Municipal Opp ETF | ETF-その他 | 2.71% | — | -13.03% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.25% | — | +3.61% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.87% | -0.45% | +1.96% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.77% | — | +0.42% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.76% | — | +22.45% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.47% | -0.49% | +3.95% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.27% | — | +137.93% | |
| 16 | MGEE | Mge Energy INC | 株式-その他 | 1.25% | — | -0.40% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.19% | — | +23.51% | |
| 18 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 1.10% | — | +311.37% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.04% | -0.15% | — | |
| 20 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 1.02% | — | +549.15% | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 0.82% | — | +0.72% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | +44.24% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.62% | — | -0.37% | |
| 24 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.55% | -0.07% | -5.86% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | +8.78% | |
| 26 | DE | Deere & Co | 株式-資本財 | 0.47% | — | — | |
| 27 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.46% | — | +11.90% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.42% | — | -17.46% | |
| 29 | SUB | Ishares Short-term National | ETF-その他 | 0.41% | — | -3.90% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.04% | +4.03% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | +0.81% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.36% | — | -4.23% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.35% | — | -20.87% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.35% | +0.02% | +0.69% | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.34% | — | +1.72% | |
| 36 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.34% | — | +31.31% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.31% | — | +65.98% | |
| 38 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.31% | — | +5.80% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | -9.94% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.28% | — | -1.61% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.27% | — | -4.44% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.27% | — | +28.31% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.25% | — | +15.62% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.25% | — | -13.85% | |
| 45 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.25% | — | — | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | +0.04% | +13.92% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.24% | +0.03% | +5.50% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.24% | — | +0.04% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.24% | — | -5.57% | |
| 50 | CGCP | Cap Group Core Plus Income | ETF-その他 | 0.22% | — | — |