CIK: 0002008666
申告総資産額
$6.0億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.07% | -0.12% | -2.33% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.98% | +0.30% | +46.43% | |
| 3 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.43% | — | +4.42% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.95% | -0.16% | -10.89% | |
| 5 | DFEB | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 2.66% | — | +2.89% | |
| 6 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 2.65% | -0.14% | -6.32% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.61% | -0.21% | -0.55% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.54% | — | -0.25% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.16% | +0.64% | +18.09% | |
| 10 | DJAN | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 2.15% | — | +10.45% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.09% | -0.14% | -6.39% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 1.89% | -1.26% | +7.73% | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 1.85% | +0.08% | +6.89% | |
| 14 | DECM | Ft Vest US Eq Max Buf Dec | ETF-その他 | 1.82% | -1.28% | -0.71% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.47% | — | +20.88% | |
| 16 | DHS | Wisdomtree US High Dividend | ETF-その他 | 1.41% | — | -3.54% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.33% | +0.19% | +9.15% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.26% | — | -9.86% | |
| 19 | DMAY | Ft Vest US Equity Deep Buffe | ETF-その他 | 1.19% | — | — | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.19% | +0.04% | +7.36% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.14% | +0.08% | +4.85% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.10% | -0.16% | +16.25% | |
| 23 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.03% | — | -3.76% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.02% | — | -12.28% | |
| 25 | AIRR | First Trust Rba American Ind | ETF-その他 | 1.01% | +0.27% | +8.34% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | -1.19% | EXIT | |
| 27 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.86% | -0.04% | — | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | +0.05% | +8.72% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.83% | — | — | |
| 30 | BSMV | Invesco Bulletshares 2031 Mb | ETF-その他 | 0.79% | — | +11.01% | |
| 31 | MARM | Ftvestus Max Buff ETF March | ETF-その他 | 0.79% | — | +52.75% | |
| 32 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-その他 | 0.78% | +0.01% | +11.17% | |
| 33 | LRCX | Lam Research CORP | 株式-IT | 0.78% | +1.10% | +13.25% | |
| 34 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 0.76% | — | +11.33% | |
| 35 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 0.75% | — | +11.44% | |
| 36 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.75% | — | +11.45% | |
| 37 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.75% | — | +11.32% | |
| 38 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.75% | — | +11.39% | |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.74% | — | +11.40% | |
| 40 | BSMR | Invesco Bulletshares 2027 Mb | ETF-その他 | 0.74% | — | +11.75% | |
| 41 | BSMU | Invesco Bulletshares 2030 Mb | ETF-その他 | 0.74% | — | +8.08% | |
| 42 | BSMS | Invesco Bulletshares 2028 Mb | ETF-その他 | 0.73% | — | +8.43% | |
| 43 | FEBM | Ft Vest US Eq Max Buf Feb | ETF-その他 | 0.71% | — | -1.32% | |
| 44 | BSMW | Invesco Bulletshares 2032 Mb | ETF-その他 | 0.70% | — | +13.08% | |
| 45 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.68% | +0.12% | +14.29% | |
| 46 | BSMT | Invesco Bulletshares 2029 Mb | ETF-その他 | 0.66% | — | +8.34% | |
| 47 | JANM | Ft Vest US Eq Max Buf Jan | ETF-その他 | 0.65% | — | +4.49% | |
| 48 | BSMQ | Invesco Bulletshares 2026 Mb | ETF-その他 | 0.64% | — | +9.94% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.63% | +0.06% | — | |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.63% | — | -0.96% |