CIK: 0001843581
申告総資産額
$1.1億
| # | 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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 15.98% | -2.99% | +13.71% | |
| 2 | FVD | First Trust Value Line Dvd | ETF-その他 | 9.93% | — | -2.33% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-その他 | 9.82% | -1.75% | +10.65% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 9.03% | — | +3.08% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.95% | -0.99% | +2.56% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 7.03% | — | +98.99% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.91% | -2.17% | -23.48% | |
| 8 | IDV | Ishares International Select | ETF-その他 | 4.63% | — | +1.12% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.23% | -0.71% | +11.29% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.10% | +1.82% | NEW | |
| 11 | AAPL | Apple INC | 株式-IT | 2.70% | +3.69% | -23.60% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.31% | -0.29% | -10.50% | |
| 13 | BHC | Bausch Health Cos INC | 株式-ヘルスケア | 2.13% | — | +2.45% | |
| 14 | FSK | Fs Kkr Capital CORP | 株式-金融 | 1.92% | — | +1.92% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.62% | — | -0.38% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.04% | — | -6.32% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | -0.02% | +0.25% | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.70% | — | -13.90% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.57% | +0.91% | -8.32% | |
| 20 | OZ | Belpointe Prep Llc- Class A | 株式-その他 | 0.52% | — | +7.78% | |
| 21 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.47% | — | +8.56% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | +1.60% | +3.51% | |
| 23 | IRT | Independence Realty Trust In | 株式-不動産 | 0.45% | — | +102.45% | |
| 24 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.45% | — | +2.34% | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.40% | — | -29.44% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | — | +0.17% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.36% | — | -0.87% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.35% | — | +0.33% | |
| 29 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.30% | — | +9.19% | |
| 30 | KKR | Kkr & Co INC | 株式-金融 | 0.27% | — | -11.98% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.27% | +0.13% | -26.95% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.26% | — | -6.68% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.26% | -0.46% | -13.41% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.25% | — | +0.17% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | — | -0.34% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.21% | — | -2.81% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.21% | — | -18.54% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.20% | — | -1.83% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.20% | — | +0.15% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | — | +2.04% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | -56.62% | |
| 42 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.17% | — | -2.07% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.16% | — | -3.19% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.16% | +0.05% | -8.93% | |
| 45 | GRNT | Granite Ridge Resources, Inc. | 株式-その他 | 0.16% | — | — | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.15% | — | -3.37% | |
| 47 | ✓ | Global Synergy Acquisit CORP | 株式-その他 | 0.15% | — | -18.89% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.14% | -1.99% | +74.31% | |
| 49 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.14% | — | +19.41% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.14% | — | -10.79% |