CIK: 0001972836
申告総資産額
$1.6億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 19.78% | — | -11.68% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.17% | — | -1.75% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.16% | — | +2.63% | |
| 4 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 5.03% | — | +1.15% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.00% | — | -7.42% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.21% | — | -9.29% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.19% | — | +8.12% | |
| 8 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 3.75% | — | +24.41% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.46% | — | +1.42% | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 3.34% | — | -16.38% | |
| 11 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 2.65% | — | -4.48% | |
| 12 | FMB | First Trust Managed Municipa | ETF-その他 | 2.17% | — | -11.08% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.94% | — | -5.42% | |
| 14 | DUSA | Davis Select US Equity ETF | ETF-その他 | 1.87% | — | -8.68% | |
| 15 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.74% | — | -24.80% | |
| 16 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.73% | — | -3.58% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.62% | — | +2.01% | |
| 18 | FPXI | First Trust International Eq | ETF-その他 | 1.52% | — | +8.34% | |
| 19 | FEM | First Trust Emerging Markets | ETF-新興国市場 | 1.40% | — | -14.20% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.38% | — | +2.41% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.37% | — | -4.12% | |
| 22 | DINT | Davis Select International | ETF-その他 | 1.24% | — | +115.88% | |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.18% | — | -9.92% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 1.13% | — | +97.62% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.05% | — | -15.45% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.95% | — | -5.70% | |
| 27 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.93% | — | -20.92% | |
| 28 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.85% | — | -22.02% | |
| 29 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 0.82% | — | +18.14% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | — | -5.05% | |
| 31 | COF | Capital One Financial CORP | 株式-金融 | 0.68% | — | +2.33% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | — | -2.74% | |
| 33 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.60% | — | -37.57% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.53% | — | — | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.53% | — | -10.50% | |
| 36 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.52% | — | -8.67% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | +0.39% | |
| 38 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.41% | — | +19.54% | |
| 39 | HYLS | Ft Tactical High Yield ETF | ETF-ハイイールド債 | 0.40% | — | -22.15% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | -11.88% | |
| 41 | SHOE | Shoe Station Group INC | 株式-その他 | 0.35% | — | — | |
| 42 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.35% | — | -13.33% | |
| 43 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.34% | — | -6.73% | |
| 44 | EMLP | First Trust North American E | ETF-その他 | 0.34% | — | +0.01% | |
| 45 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.32% | — | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.31% | — | -39.16% | |
| 47 | IHF | Ishares U.s. Healthcare Prov | ETF-その他 | 0.29% | — | — | |
| 48 | INTC | Intel CORP | 株式-IT | 0.29% | — | +3.27% | |
| 49 | CI | THE Cigna Group | 株式-ヘルスケア | 0.28% | — | -16.23% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.27% | — | -0.67% |