CIK: 0001760472
申告総資産額
$2.6億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 21.85% | — | +9.59% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 7.75% | — | -9.63% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 7.26% | — | -4.07% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.52% | — | -5.64% | |
| 5 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 3.66% | — | -4.64% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.18% | — | +58.64% | |
| 7 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 2.90% | — | -8.22% | |
| 8 | FNOV | Ft Vest US Equity Buffer ETF | ETF-その他 | 2.31% | — | -9.92% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.20% | — | -2.14% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.12% | — | -1.36% | |
| 11 | RDVY | First Trust Rising Dividend | ETF-その他 | 2.07% | — | -7.84% | |
| 12 | ARKK | Ark Innovation ETF | ETF-その他 | 1.90% | — | -58.37% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.78% | — | -1.33% | |
| 14 | SHOP | Shopify INC - Class A | 株式-IT | 1.75% | — | -2.67% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.75% | — | +1.83% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.70% | — | -1.74% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.59% | — | — | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.55% | — | +24.53% | |
| 19 | SNBRQ | Sleep Number CORP | 株式-その他 | 1.42% | — | — | |
| 20 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-その他 | 1.39% | — | -1.56% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.33% | — | +1.43% | |
| 22 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 1.25% | — | -12.78% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | — | +21.88% | |
| 24 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-その他 | 1.08% | — | -0.64% | |
| 25 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.96% | — | — | |
| 26 | FCTR | First Trust Lunt US Factor | ETF-その他 | 0.92% | — | -9.28% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.87% | — | +6.10% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.87% | — | — | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.79% | — | +1.81% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.74% | — | — | |
| 31 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.60% | — | -3.00% | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.55% | — | +0.64% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | — | +4.33% | |
| 34 | FJUL | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.52% | — | — | |
| 35 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.46% | — | +0.31% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.45% | — | +5.79% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.45% | — | -9.74% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.45% | — | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | +1.28% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.36% | — | +22.90% | |
| 41 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.33% | — | +2.53% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | — | |
| 43 | SII | Sprott INC | 株式-その他 | 0.31% | — | — | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.30% | — | +4.56% | |
| 45 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.29% | — | +12.91% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.27% | — | — | |
| 47 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.25% | — | +2.68% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | — | -85.00% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.24% | — | +2.58% | |
| 50 | VOX | Vanguard Communication Servi | ETF-その他 | 0.24% | — | — |