CIK: 0001963863
申告総資産額
$3.4億
| # | 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 | HDV | Ishares Core High Dividend E | ETF-その他 | 10.26% | +1.19% | +1.66% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 9.76% | +2.49% | +2.29% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-その他 | 8.79% | +0.88% | +1.23% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 7.02% | — | +2.56% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 6.79% | -1.98% | +1.75% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.95% | -5.65% | +0.67% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 5.20% | — | +2.28% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.26% | -0.80% | +0.52% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.07% | -0.27% | +0.09% | |
| 10 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 3.85% | — | +1.18% | |
| 11 | IQLT | Ishares Msci International Q | ETF-その他 | 3.53% | -3.30% | EXIT | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 3.27% | -0.09% | +1.12% | |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 3.21% | +1.83% | +2.18% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.87% | +0.14% | +2.40% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.38% | +0.03% | +0.94% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.35% | -0.76% | -0.68% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.01% | -0.41% | +1.06% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.00% | -0.22% | -1.35% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.21% | -0.08% | +0.76% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.83% | -0.33% | -1.78% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.79% | -0.74% | -5.78% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.77% | -0.55% | -2.25% | |
| 23 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.74% | -0.16% | -1.28% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.54% | +0.81% | -4.09% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.51% | — | — | |
| 26 | MBB | Ishares Mbs ETF | ETF-その他 | 0.51% | -0.10% | +0.01% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.47% | -0.05% | +0.10% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.47% | +0.09% | -0.89% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.03% | +1.35% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.32% | — | +3.65% | |
| 31 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.30% | -0.07% | -0.07% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.29% | +0.08% | -10.99% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.27% | — | -3.66% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.26% | -0.31% | EXIT | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.23% | — | -0.21% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | — | — | |
| 37 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.21% | — | +0.34% | |
| 38 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.20% | — | +0.39% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.20% | — | +6.25% | |
| 40 | TAXF | American Century Diver Muni | ETF-その他 | 0.19% | +0.04% | +1.67% | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.18% | — | +5.76% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.17% | — | -30.02% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.14% | — | +29.36% | |
| 44 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.13% | — | — | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.13% | — | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.13% | — | +0.28% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.13% | +0.36% | -16.65% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.12% | — | +3.05% | |
| 49 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.10% | — | -0.37% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.09% | — | +0.71% |