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 | 12.79% | -2.14% | -3.71% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.51% | -5.22% | +2.56% | |
| 3 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 7.74% | -0.67% | +10.82% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 6.62% | -0.90% | +15.74% | |
| 5 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 5.90% | — | +3.87% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.78% | — | +0.31% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.45% | -0.60% | +0.16% | |
| 8 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 4.16% | -3.27% | -5.53% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.69% | — | +2.79% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.47% | — | +0.78% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.13% | -0.45% | +0.94% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.08% | — | +2.73% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.88% | -0.49% | -0.03% | |
| 14 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.58% | -0.14% | +1.39% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.21% | — | -2.08% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.04% | — | +2.84% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.99% | — | -18.64% | |
| 18 | UBND | Victoryshares Core Plus Bond | ETF-その他 | 0.99% | +4.07% | +41.11% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | — | — | |
| 20 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 0.84% | — | -0.48% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.84% | -0.15% | -1.97% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.83% | — | -5.80% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.78% | +2.67% | +2.25% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.71% | — | +123.99% | |
| 25 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 0.70% | -0.03% | +40.93% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.68% | — | -0.87% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.66% | — | +1.14% | |
| 28 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 0.61% | — | +0.36% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | — | +0.43% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.60% | — | +17.23% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.52% | -0.05% | +4.71% | |
| 32 | MGEE | Mge Energy INC | 株式-その他 | 0.49% | — | +0.01% | |
| 33 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.48% | -0.14% | +0.67% | |
| 34 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 0.43% | +0.04% | +2.44% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.40% | — | +10.63% | |
| 36 | USTB | Victoryshares Short-term Bon | ETF-その他 | 0.39% | +0.15% | +36.56% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.38% | +0.05% | -0.61% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | -17.22% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | — | +1.20% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.35% | -0.39% | -4.84% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | — | -1.84% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.30% | — | +11.81% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.28% | — | — | |
| 44 | XYLD | Global X S&p 500 Cove Call E | ETF-大型株・グロース | 0.28% | — | +2.67% | |
| 45 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.27% | — | -7.26% | |
| 46 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.25% | -0.07% | +41.37% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.24% | — | +0.06% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.24% | — | -3.86% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | — | +1.27% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | +0.02% | +0.40% |