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 | 7.77% | -0.03% | +4.91% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 5.80% | -0.15% | +1.72% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.70% | -0.06% | +4.39% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 5.70% | -0.62% | +1.09% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-その他 | 5.30% | — | +7.11% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.35% | -0.47% | +0.96% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.69% | -0.68% | +0.79% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.16% | -0.05% | -11.30% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.12% | -0.03% | +34.25% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.06% | — | +3.49% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.00% | -0.05% | +11.60% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.96% | — | +0.42% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.75% | +0.24% | +0.68% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.41% | -0.21% | +0.38% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.39% | — | +5.45% | |
| 16 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-その他 | 1.35% | -0.18% | +6.65% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.34% | -0.21% | +1.18% | |
| 18 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.26% | — | +33.66% | |
| 19 | SO | Southern Co/the | 株式-公益事業 | 1.14% | +0.01% | +0.07% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.25% | +0.38% | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.04% | — | +0.52% | |
| 22 | AME | Ametek INC | 株式-資本財 | 0.93% | — | +1.55% | |
| 23 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.92% | -0.26% | -8.97% | |
| 24 | RY | Royal Bank Of Canada | 株式-金融 | 0.91% | — | — | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | +0.07% | -2.90% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.82% | -0.14% | +0.41% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.81% | +0.04% | -4.36% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.78% | — | +0.06% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | — | +0.01% | |
| 30 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.76% | — | -0.18% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.65% | — | +3.15% | |
| 32 | UCB | United Community Banks/ga | 株式-金融 | 0.59% | — | -9.81% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | +21.49% | |
| 34 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.53% | — | +126.29% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.52% | — | — | |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.52% | — | — | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | — | +0.47% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | -0.96% | |
| 39 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.48% | — | +11.69% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | — | |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.47% | — | +0.07% | |
| 42 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.43% | — | -27.47% | |
| 43 | TFC | Truist Financial CORP | 株式-金融 | 0.42% | — | -1.23% | |
| 44 | BX | Blackstone INC | 株式-金融 | 0.42% | — | +4.53% | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.41% | — | -0.40% | |
| 46 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.41% | — | +6.63% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.39% | — | +1.96% | |
| 48 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.36% | — | +144.34% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.36% | — | — | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.35% | — | -0.88% |