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 | 13.40% | -2.14% | +4.61% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.61% | -5.22% | +0.77% | |
| 3 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 7.65% | -0.67% | +0.73% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 5.94% | — | +2.38% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.85% | — | +13.63% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 5.81% | -0.90% | +6.50% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.55% | -0.60% | +6.07% | |
| 8 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 4.37% | -3.27% | +8.17% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.68% | — | -2.77% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.57% | — | +0.18% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.14% | -0.45% | +1.61% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.99% | -0.49% | -0.93% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.80% | — | +0.13% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.62% | -0.14% | +3.72% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.33% | — | +8.92% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.26% | — | -0.92% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.06% | — | +2.02% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | — | -1.21% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.94% | — | -14.34% | |
| 20 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.86% | — | -2.44% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.86% | -0.15% | +6.06% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.77% | +2.67% | +31.53% | |
| 23 | UBND | Victoryshares Core Plus Bond | ETF-その他 | 0.76% | +4.07% | -2.88% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.69% | — | -3.42% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.64% | — | -8.92% | |
| 26 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.62% | — | -2.37% | |
| 27 | MGEE | Mge Energy INC | 株式-その他 | 0.57% | — | +1.01% | |
| 28 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.54% | -0.03% | +30.84% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.52% | -0.05% | +9.51% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.52% | — | +2.39% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.49% | -0.14% | -12.34% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | — | -15.57% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | +3.27% | |
| 34 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 0.43% | +0.04% | +132.73% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.40% | — | -20.79% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.39% | -0.39% | +24.26% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.36% | +0.05% | +0.45% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | -29.32% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.32% | — | +17.47% | |
| 40 | USTB | Victoryshares Short-term Bon | ETF-その他 | 0.31% | +0.15% | +15.72% | |
| 41 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 0.29% | — | +2.53% | |
| 42 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.29% | — | +7.25% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.28% | — | -0.37% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.28% | — | +0.61% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.28% | — | +16.17% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.27% | — | -0.05% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.27% | +0.02% | +0.98% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.26% | — | — | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.25% | — | +14.64% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.25% | — | -1.17% |