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 | VTV | Vanguard Value ETF | ETF-その他 | 7.72% | -0.06% | +32.69% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.28% | -0.15% | +8.03% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.61% | -0.62% | -7.54% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.49% | -0.03% | -7.25% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.37% | — | +6.81% | |
| 6 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-その他 | 3.31% | +1.66% | +56.90% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.20% | -0.68% | -4.45% | |
| 8 | FESM | Fidelity Enhanced Small Cap | ETF-中小型株 | 3.07% | +0.66% | +37.82% | |
| 9 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.05% | +0.01% | +53.28% | |
| 10 | AAPL | Apple INC | 株式-IT | 3.02% | -0.47% | -0.87% | |
| 11 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 2.71% | +4.00% | +92.87% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.38% | -0.05% | +0.86% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.80% | — | +76.94% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.63% | -0.03% | +0.26% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.61% | — | +7.46% | |
| 16 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.46% | +0.01% | +45.37% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.44% | — | -0.20% | |
| 18 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 1.42% | -0.26% | -0.86% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.28% | -0.05% | -6.57% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.27% | -0.21% | +0.41% | |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 1.22% | +0.11% | +57.83% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | -0.92% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.17% | — | -0.30% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.05% | +0.24% | -0.44% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.03% | — | -0.19% | |
| 26 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.98% | -0.23% | -1.34% | |
| 27 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-その他 | 0.88% | -0.18% | -2.54% | |
| 28 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.87% | — | -12.67% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.79% | — | -9.42% | |
| 30 | RY | Royal Bank Of Canada | 株式-金融 | 0.78% | — | — | |
| 31 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.76% | -0.18% | +7.65% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.25% | -5.46% | |
| 33 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.72% | -0.21% | -15.98% | |
| 34 | AME | Ametek INC | 株式-資本財 | 0.71% | — | — | |
| 35 | FDEM | Fidelity Emrg Mrkt Multifact | ETF-その他 | 0.70% | +0.91% | +97.17% | |
| 36 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.69% | — | +0.07% | |
| 37 | SO | Southern Co/the | 株式-公益事業 | 0.66% | +0.01% | +0.35% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.62% | -0.14% | +0.48% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.55% | — | +1.10% | |
| 40 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.54% | — | — | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | — | -0.51% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.48% | — | +0.40% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | +0.07% | -0.55% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.46% | — | -0.85% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | -1.10% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | -4.15% | |
| 47 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型株・グロース | 0.45% | — | +43.16% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | — | -0.81% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.40% | — | +0.49% | |
| 50 | UCB | United Community Banks/ga | 株式-金融 | 0.40% | — | — |