CIK: 0001799797
申告総資産額
$3.3億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 10.38% | -0.24% | +9.34% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 9.65% | +0.21% | +9.61% | |
| 3 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 9.53% | — | +10.55% | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 7.57% | -0.06% | +5.27% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.51% | — | +18.91% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.20% | -0.02% | +5.02% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.13% | +0.19% | +10.41% | |
| 8 | CDC | Victoryshares US Eq Income E | ETF-その他 | 3.12% | — | +15.85% | |
| 9 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 2.48% | +0.03% | +4.22% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 2.44% | — | +13.69% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 2.44% | — | +9.65% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.13% | — | +9.34% | |
| 13 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 2.09% | — | +10.07% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.07% | +0.11% | +12.10% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.02% | -0.01% | -2.01% | |
| 16 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 2.01% | — | +9.84% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.95% | — | +11.32% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.91% | -0.04% | +3.26% | |
| 19 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.84% | — | +6.05% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.81% | — | +14.10% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.67% | — | +19.68% | |
| 22 | GWX | State Street Spdr S&p Intern | ETF-その他 | 1.67% | — | +19.31% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.58% | — | +20.31% | |
| 24 | FPXI | First Trust International Eq | ETF-その他 | 1.49% | — | +20.27% | |
| 25 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.42% | — | +5.77% | |
| 26 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 1.27% | — | +4.84% | |
| 27 | PAVE | Global X US Infrastructure | ETF-その他 | 1.16% | — | +4.31% | |
| 28 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.05% | — | +5.79% | |
| 29 | ARKK | Ark Innovation ETF | ETF-その他 | 0.79% | — | +4.48% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.63% | — | +6.33% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.59% | -0.01% | -1.41% | |
| 32 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 0.57% | — | +3.82% | |
| 33 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.51% | — | +3.86% | |
| 34 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.50% | +0.02% | +5.36% | |
| 35 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.49% | — | +2.24% | |
| 36 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.44% | — | +7.19% | |
| 37 | FLKR | Franklin Ftse South Korea | ETF-その他 | 0.41% | — | +5.14% | |
| 38 | PPG | Ppg Industries INC | 株式-素材 | 0.35% | — | +90.92% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | -0.06% | EXIT | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | +0.03% | +8.40% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.27% | — | — | |
| 42 | AAL | American Airlines Group INC | 株式-資本財 | 0.25% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.11% | — | |
| 44 | DAL | Delta Air Lines INC | 株式-資本財 | 0.23% | — | — | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.22% | — | — | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.22% | -0.08% | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | — | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.19% | — | — | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.15% | — | — | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.15% | — | — |