CIK: 0001823393
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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 38.47% | -1.19% | +0.32% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 21.71% | — | +3.02% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 21.46% | -0.16% | +1.57% | |
| 4 | CGGO | Cap Group Global Growth | ETF-その他 | 8.61% | -0.58% | +6.26% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.53% | -0.15% | -20.46% | |
| 6 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.70% | — | +72.39% | |
| 7 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.60% | — | +96.01% | |
| 8 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 0.58% | -0.02% | +87.64% | |
| 9 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.51% | — | +10.84% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.49% | -0.04% | +87.86% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.48% | -0.01% | +127.05% | |
| 12 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.33% | -0.01% | +40.29% | |
| 13 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.32% | — | +198.64% | |
| 14 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.31% | — | +9.07% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.31% | -0.02% | +45.02% | |
| 16 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.30% | -0.03% | +5.52% | |
| 17 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.30% | -0.02% | +5.59% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.23% | -0.03% | — | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.16% | -0.05% | +879.45% | |
| 20 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-その他 | 0.13% | — | — | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.13% | -0.04% | — | |
| 22 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.12% | -0.10% | EXIT | |
| 23 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.11% | -0.01% | — | |
| 24 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.10% | +0.02% | — |