CIK: 0001801926
申告総資産額
$2.9億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.80% | -0.03% | +7.35% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 6.07% | -0.62% | +13.04% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 5.62% | -0.15% | +13.91% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 5.53% | -0.06% | +21.93% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-その他 | 5.43% | — | +40.70% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.44% | -0.05% | +4.89% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.81% | -0.47% | +2.45% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.53% | -0.68% | +0.15% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.05% | — | +6.86% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.05% | — | +26.02% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.91% | -0.05% | +15.38% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.83% | +0.24% | +1.09% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.63% | -0.03% | +12.69% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.42% | -0.21% | +28.31% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.31% | -0.25% | +10.73% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.21% | -0.21% | +7.91% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | +330.14% | |
| 18 | AME | Ametek INC | 株式-資本財 | 1.14% | — | +3.42% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | +0.07% | +0.70% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.05% | — | +11.64% | |
| 21 | SO | Southern Co/the | 株式-公益事業 | 1.03% | +0.01% | +0.85% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.97% | +0.04% | -9.49% | |
| 23 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.91% | — | +0.18% | |
| 24 | RY | Royal Bank Of Canada | 株式-金融 | 0.86% | — | — | |
| 25 | XLE | Ss Energy Select Sector | ETF-その他 | 0.86% | — | +5.86% | |
| 26 | GFEB | Ft Vest US Equity Moderate B | ETF-その他 | 0.84% | — | — | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | -0.14% | +5.68% | |
| 28 | UCB | United Community Banks/ga | 株式-金融 | 0.84% | — | -17.24% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.83% | — | -18.25% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.78% | — | +0.38% | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.77% | — | +7.39% | |
| 32 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.77% | -0.26% | +33.10% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.68% | — | +25.45% | |
| 34 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.58% | — | — | |
| 35 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.56% | — | +31.19% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | +1.10% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | — | -8.52% | |
| 38 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.52% | — | +21.82% | |
| 39 | CSX | Csx CORP | 株式-資本財 | 0.51% | — | +0.40% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.49% | — | -0.18% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | +3.06% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.47% | — | +4.33% | |
| 43 | TFC | Truist Financial CORP | 株式-金融 | 0.47% | — | +13.03% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | — | +5.61% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | +207.24% | |
| 46 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.44% | — | — | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.44% | — | +2.25% | |
| 48 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.43% | — | -0.59% | |
| 49 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.40% | — | +0.03% | |
| 50 | BX | Blackstone INC | 株式-金融 | 0.40% | — | +9.88% |