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 | BIV | Vanguard Intermediate-term B | ETF-その他 | 14.89% | -0.16% | -13.49% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 14.73% | — | +0.87% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 12.54% | -1.19% | -5.91% | |
| 4 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 10.85% | -0.58% | -1.42% | |
| 5 | BALT | Inn Defined Wealth Shield | ETF-その他 | 10.18% | -0.06% | +2526.97% | |
| 6 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-その他 | 8.08% | -0.20% | -2.05% | |
| 7 | CGGO | Cap Group Global Growth | ETF-その他 | 7.36% | -0.58% | -1.10% | |
| 8 | RISR | Foliobe Altr In&in H Etf-usd | ETF-その他 | 5.09% | +0.01% | — | |
| 9 | BTC | Grayscale Bitcoin Mini ETF | ETF-暗号資産 | 2.78% | -0.36% | +0.52% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.86% | -0.15% | -14.99% | |
| 11 | ETH | Grayscale Ethereum Staking M | ETF-その他 | 1.30% | -0.31% | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.19% | -1.07% | EXIT | |
| 13 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 0.66% | -0.02% | — | |
| 14 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.56% | -0.01% | — | |
| 15 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.48% | -0.02% | +10.80% | |
| 16 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.47% | — | -0.99% | |
| 17 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-その他 | 0.46% | -0.01% | — | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.45% | -0.02% | +3.34% | |
| 19 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.45% | -0.01% | +3.40% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.45% | — | — | |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.44% | -0.03% | +11.90% | |
| 22 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.35% | — | -1.32% | |
| 23 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-その他 | 0.33% | -0.01% | -16.29% | |
| 24 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.32% | +0.02% | — | |
| 25 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-その他 | 0.31% | -0.01% | -16.84% | |
| 26 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-その他 | 0.31% | -0.01% | -17.20% | |
| 27 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.29% | +0.02% | — | |
| 28 | IBTO | Ishares Ibonds Dec 2033 Tres | ETF-その他 | 0.25% | -0.01% | -33.32% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.23% | -0.04% | — | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.20% | -0.03% | — | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.18% | -0.05% | +30.94% | |
| 32 | IBDZ | Isharesibondsdec2034tmcorp | ETF-その他 | 0.16% | -0.01% | -28.39% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.16% | -0.04% | +24.48% | |
| 34 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.15% | +0.01% | -25.48% | |
| 35 | ZJUL | Innovator Edp ETF 1 Yr July | ETF-その他 | 0.13% | — | — | |
| 36 | IBCA | Ishares Ibonds Dec 2035 Tc | ETF-その他 | 0.13% | — | — | |
| 37 | IBTQ | Ishares Ibonds Dec 2035 Tt | ETF-その他 | 0.13% | — | — | |
| 38 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-その他 | 0.12% | +0.02% | +5.16% | |
| 39 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-その他 | 0.12% | +0.02% | +5.20% | |
| 40 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.10% | -0.10% | EXIT | |
| 41 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 0.10% | — | — | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.09% | -0.01% | -9.87% | |
| 43 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-その他 | 0.09% | — | — | |
| 44 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.08% | -0.01% | — | |
| 45 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 0.08% | — | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.07% | — | — | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.07% | -0.07% | EXIT | |
| 48 | IQDY | Flexshares Int Qual Dvd Dyn | ETF-その他 | 0.07% | — | — | |
| 49 | IBHK | Isharesibond2031highyldinc | ETF-その他 | 0.07% | — | — | |
| 50 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-その他 | 0.07% | -0.06% | EXIT |