CIK: 0001967193
申告総資産額
$2.3億
| # | 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 | 6.24% | +0.26% | +2.49% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.57% | -0.52% | +13.32% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.16% | -0.39% | +0.89% | |
| 4 | AMD | Advanced Micro Devices | 株式-IT | 4.31% | -0.35% | +0.02% | |
| 5 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 3.93% | -0.11% | EXIT | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.67% | — | +0.39% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.66% | -0.33% | +2.37% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.02% | -0.22% | +34.47% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.96% | +0.46% | +17.47% | |
| 10 | LMBS | First Trust Low Duration Opp | ETF-その他 | 2.77% | — | +2.60% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.71% | -0.38% | +3.29% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.49% | +0.02% | +2.26% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.44% | — | +2.46% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.06% | — | +10.89% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 2.02% | +0.14% | — | |
| 16 | OKE | Oneok INC | 株式-エネルギー | 1.89% | +0.22% | -0.24% | |
| 17 | MU | Micron Technology INC | 株式-IT | 1.68% | +0.07% | +1.14% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.61% | +0.23% | +2.07% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.42% | — | +13.70% | |
| 20 | FEM | First Trust Emerging Markets | ETF-新興国市場 | 1.41% | +0.03% | +2.03% | |
| 21 | LGOV | First Tr Long Duration O-etf | ETF-その他 | 1.40% | — | +3.52% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.24% | — | +4.93% | |
| 23 | DBMF | Imgp Dbi Managed Futures Str | ETF-その他 | 1.22% | +0.04% | +1.85% | |
| 24 | FICS | Ft International Dev Cap Str | ETF-その他 | 1.19% | — | +2.16% | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.18% | -0.04% | +3.97% | |
| 26 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-その他 | 1.16% | — | +3.88% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | — | +23.25% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | +0.27% | +2.56% | |
| 29 | BA | Boeing Co/the | 株式-資本財 | 1.01% | -0.08% | +3.29% | |
| 30 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.97% | +0.14% | +93.86% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.84% | — | -2.06% | |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.83% | +0.09% | +21.00% | |
| 33 | USB | US Bancorp | 株式-金融 | 0.81% | — | +1.82% | |
| 34 | NTRL | First Trust Equity Market Ne | ETF-その他 | 0.81% | — | +3.14% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | +0.15% | +3.05% | |
| 36 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.76% | — | -1.15% | |
| 37 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.71% | — | +0.42% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | +0.05% | +3.11% | |
| 39 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.63% | +0.06% | -4.12% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.62% | — | -4.03% | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.61% | — | — | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.60% | +0.01% | +19.73% | |
| 43 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.59% | — | +3.88% | |
| 44 | DVN | Devon Energy CORP | 株式-エネルギー | 0.59% | — | -0.62% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | +1.12% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.55% | — | -4.93% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.55% | — | +0.50% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.54% | — | +2.16% | |
| 49 | DG | Dollar General CORP | 株式-生活必需品 | 0.52% | — | -1.42% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | — | -0.05% |