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 | 7.32% | -0.03% | +212.73% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.35% | -0.15% | +9.56% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.73% | -0.06% | +10.96% | |
| 4 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 5.68% | -0.62% | +9.66% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.47% | -0.47% | -0.23% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.94% | — | -17.94% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.83% | -0.68% | +315.34% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.84% | -0.05% | -3.68% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.21% | -0.03% | +10.68% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.90% | — | -0.20% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.88% | — | +0.62% | |
| 12 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.84% | -0.26% | +106.19% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.72% | -0.05% | -0.96% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.62% | -0.21% | +14.07% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.42% | — | +254.80% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.42% | +0.24% | +0.54% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.38% | -0.21% | +13.50% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.38% | — | +3.52% | |
| 19 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-その他 | 1.27% | -0.18% | -0.95% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.11% | -0.25% | +4.45% | |
| 21 | SO | Southern Co/the | 株式-公益事業 | 1.02% | +0.01% | +5.19% | |
| 22 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.99% | — | +1.43% | |
| 23 | AME | Ametek INC | 株式-資本財 | 0.92% | — | — | |
| 24 | RY | Royal Bank Of Canada | 株式-金融 | 0.84% | — | — | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | — | +0.31% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | +0.07% | -4.23% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.74% | — | +19.61% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | — | +13.37% | |
| 29 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.73% | +0.04% | -3.52% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.72% | — | +0.24% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.70% | -0.14% | +4.36% | |
| 32 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.69% | — | +2.73% | |
| 33 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.64% | -0.18% | — | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | +0.64% | |
| 35 | UCB | United Community Banks/ga | 株式-金融 | 0.63% | — | — | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.61% | — | +30.70% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | -0.44% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +5.92% | |
| 39 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.51% | -0.23% | +50.58% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.50% | — | +351.61% | |
| 41 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.49% | — | — | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | +4.50% | |
| 43 | TFC | Truist Financial CORP | 株式-金融 | 0.45% | — | +12.82% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.45% | — | +4.41% | |
| 45 | BX | Blackstone INC | 株式-金融 | 0.44% | — | — | |
| 46 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.41% | — | +9.55% | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.41% | — | +60.02% | |
| 48 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.40% | — | — | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.40% | — | +48.57% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.39% | — | +58.22% |