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 | 15.67% | -5.22% | +5.15% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 13.34% | -2.14% | -0.32% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 6.74% | — | +6.51% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.07% | -0.60% | +2.69% | |
| 5 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 5.00% | -3.27% | -2.41% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.42% | — | +1.32% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.13% | — | +25.14% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.77% | — | +14.67% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.72% | -0.45% | +26.89% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.36% | -0.49% | +12.03% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.02% | -0.14% | -0.97% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.81% | — | +1.23% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.61% | — | +18.04% | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.46% | — | -15.34% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.43% | — | +4.54% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.35% | — | +195.39% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | — | +19.65% | |
| 18 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 1.11% | — | +0.38% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.99% | — | +7.88% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.94% | -0.15% | +1.63% | |
| 21 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.91% | — | +0.62% | |
| 22 | MGEE | Mge Energy INC | 株式-その他 | 0.86% | — | +1.61% | |
| 23 | UBND | Victoryshares Core Plus Bond | ETF-その他 | 0.80% | +4.07% | +51.38% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | -5.86% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | — | +31.30% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.65% | — | +51.96% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.59% | -0.14% | +19.58% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.53% | +2.67% | +51.96% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +9.04% | |
| 30 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-その他 | 0.47% | — | -14.31% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.47% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | -4.18% | |
| 33 | DHR | Danaher CORP | 株式-ヘルスケア | 0.43% | — | — | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | — | -0.35% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.39% | -0.39% | +31.44% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.37% | — | +8.46% | |
| 37 | PGX | Invesco Preferred ETF | ETF-その他 | 0.36% | — | -2.30% | |
| 38 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 0.35% | — | +10.60% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | +25.69% | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.34% | +0.05% | — | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.34% | — | +6.03% | |
| 42 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.33% | -0.05% | +21.18% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.32% | +0.02% | +22.59% | |
| 44 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.32% | -0.03% | +49.76% | |
| 45 | BALT | Inn Defined Wealth Shield | ETF-その他 | 0.31% | — | +1.39% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.31% | — | -0.15% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.30% | — | +1.28% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.29% | — | -7.59% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.29% | +0.08% | +0.93% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | — | +25.49% |