CIK: 0001844314
申告総資産額
$4.8億
| # | 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.24% | -0.53% | +22.76% | |
| 2 | PFF | Ishares Preferred & Income S | ETF-その他 | 9.19% | -0.04% | -0.29% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 8.77% | +0.13% | -6.41% | |
| 4 | AAPL | Apple INC | 株式-IT | 7.88% | -0.18% | -7.07% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 7.54% | +0.78% | -6.96% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.13% | -0.39% | -0.38% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.55% | +0.29% | +61.33% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.25% | -0.07% | -12.56% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.96% | -0.02% | -1.83% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.83% | — | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.65% | -0.17% | +3402.98% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.99% | +0.23% | +66.97% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.94% | -0.12% | +42.98% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.89% | — | — | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.82% | +0.90% | +93.25% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.62% | -0.07% | +3.45% | |
| 17 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 1.30% | +0.15% | +61.13% | |
| 18 | LVHI | Franklin International Low V | ETF-その他 | 1.21% | +0.20% | +80.78% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.16% | -0.25% | +6.82% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.07% | -0.05% | — | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.89% | — | — | |
| 22 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-その他 | 0.88% | — | — | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.85% | — | -8.09% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.73% | +0.13% | — | |
| 25 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.66% | — | +2.84% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.60% | — | +4.51% | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.59% | — | -14.93% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.05% | -1.88% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.54% | — | +434.54% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.53% | — | — | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.53% | — | +8.93% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | — | +39.39% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.50% | — | +55.52% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.47% | +0.07% | -1.74% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | -0.08% | +17.58% | |
| 36 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.45% | -0.12% | -0.05% | |
| 37 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.44% | — | -9.80% | |
| 38 | FXO | First Trust Financial Alphad | ETF-その他 | 0.40% | — | — | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.39% | — | — | |
| 40 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.38% | +0.10% | — | |
| 41 | SYK | Stryker CORP | 株式-ヘルスケア | 0.30% | — | — | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.30% | — | +26.83% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.28% | — | +6.16% | |
| 44 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.28% | — | — | |
| 45 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.27% | — | — | |
| 46 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.26% | — | +1.03% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.25% | -0.07% | -0.34% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.25% | — | +72.55% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | — | -15.77% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.24% | -0.06% | -5.81% |