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 | 12.24% | -2.14% | +0.17% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 9.33% | -5.22% | -31.59% | |
| 3 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 8.52% | -0.67% | — | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 6.40% | — | +16.48% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.57% | — | +314.41% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 5.52% | -0.90% | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.39% | -0.60% | +3.97% | |
| 8 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 3.88% | -3.27% | -4.59% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.82% | — | +6.19% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.73% | — | +1.48% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.20% | — | +0.24% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.02% | -0.45% | -0.99% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.49% | +0.55% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.59% | -0.14% | +0.36% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.38% | — | -9.03% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.30% | — | +0.02% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.18% | — | +0.45% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.12% | — | +2.46% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | — | +1.90% | |
| 20 | UBND | Victoryshares Core Plus Bond | ETF-その他 | 0.89% | +4.07% | +11.63% | |
| 21 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.84% | — | -7.51% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.78% | -0.15% | +2.90% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.73% | — | -6.18% | |
| 24 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.71% | — | -8.70% | |
| 25 | MGEE | Mge Energy INC | 株式-その他 | 0.67% | — | -4.15% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | +2.02% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.57% | — | -3.15% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | +0.03% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.57% | +2.67% | +24.99% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.54% | — | +9.52% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.54% | -0.14% | +4.31% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.52% | — | -1.46% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.48% | -0.05% | +5.02% | |
| 34 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.46% | -0.03% | +104.56% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | -1.39% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.38% | +0.05% | +3.00% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.33% | -0.39% | -5.66% | |
| 38 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 0.33% | — | +8.11% | |
| 39 | BALT | Inn Defined Wealth Shield | ETF-その他 | 0.32% | — | +16.93% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | +1.24% | |
| 41 | USTB | Victoryshares Short-term Bon | ETF-その他 | 0.30% | +0.15% | +58.79% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.29% | +0.02% | — | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.28% | — | +0.14% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.27% | — | -1.06% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.27% | — | — | |
| 46 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-その他 | 0.27% | — | -26.83% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.26% | — | -6.98% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.25% | — | -5.61% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.25% | — | +0.08% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.25% | +0.02% | +2.78% |