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 | VUG | Vanguard Growth ETF | ETF-その他 | 6.33% | -0.15% | +6.13% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 6.22% | -0.06% | +5.53% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 4.29% | -0.62% | -7.08% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.09% | -0.03% | -15.62% | |
| 5 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.63% | -0.68% | +1.66% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.50% | — | +0.36% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.16% | -0.47% | -0.92% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.42% | -0.05% | +1.22% | |
| 9 | FESM | Fidelity Enhanced Small Cap | ETF-中小型株 | 2.36% | +0.66% | +177.84% | |
| 10 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-その他 | 2.30% | +1.66% | +68.10% | |
| 11 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 2.13% | +0.01% | +61.52% | |
| 12 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.73% | -0.03% | +0.70% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.61% | — | -0.10% | |
| 14 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.56% | -0.26% | -15.40% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.56% | — | +0.09% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.51% | -0.05% | +1.07% | |
| 17 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 1.48% | +4.00% | +53.47% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.39% | -0.21% | -0.72% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.28% | — | +1.11% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.27% | — | +1.43% | |
| 21 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.17% | -0.23% | +0.37% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.12% | +0.01% | +3.95% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.11% | — | -0.99% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.10% | — | +0.13% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.07% | +0.24% | — | |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.06% | — | +0.75% | |
| 27 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-その他 | 0.98% | -0.18% | -0.77% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.95% | -0.25% | +1.69% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.94% | — | +0.21% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.90% | -0.21% | -4.65% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.86% | +0.11% | +0.38% | |
| 32 | SO | Southern Co/the | 株式-公益事業 | 0.79% | +0.01% | +0.08% | |
| 33 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.77% | -0.18% | +3.04% | |
| 34 | RY | Royal Bank Of Canada | 株式-金融 | 0.75% | — | — | |
| 35 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.74% | — | — | |
| 36 | AME | Ametek INC | 株式-資本財 | 0.70% | — | — | |
| 37 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.63% | — | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.59% | — | -0.22% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.07% | +1.85% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.51% | — | +4.63% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | — | +1.00% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | +1.27% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.48% | -0.14% | +1.45% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | — | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | — | +0.03% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | — | +3.41% | |
| 47 | UCB | United Community Banks/ga | 株式-金融 | 0.45% | — | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.42% | — | +13.01% | |
| 49 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.41% | — | +1.96% | |
| 50 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.41% | +0.04% | -8.86% |