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 | 18.97% | — | +0.91% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.05% | — | +4.78% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.79% | — | +3.02% | |
| 4 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 4.72% | — | +5.44% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.20% | — | +3.79% | |
| 6 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 4.19% | — | +1.47% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.12% | — | +2.29% | |
| 8 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 3.35% | — | +11.05% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.23% | — | +360.04% | |
| 10 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 2.75% | — | +8.44% | |
| 11 | DUSA | Davis Select US Equity ETF | ETF-その他 | 2.73% | — | -3.32% | |
| 12 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.70% | — | -2.47% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.67% | — | -5.19% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 2.35% | — | +11.30% | |
| 15 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 1.96% | — | -0.23% | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.62% | — | +33.09% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.61% | — | -1.17% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.51% | — | +5.13% | |
| 19 | DINT | Davis Select International | ETF-その他 | 1.50% | — | +1.38% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.43% | — | +13.16% | |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.26% | — | -0.81% | |
| 22 | FMB | First Trust Managed Municipa | ETF-その他 | 1.20% | — | +2.39% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | -0.99% | |
| 24 | FPXI | First Trust International Eq | ETF-その他 | 0.86% | — | -9.94% | |
| 25 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.85% | — | +75.00% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.78% | — | -1.12% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.73% | — | -1.42% | |
| 28 | FEM | First Trust Emerging Markets | ETF-新興国市場 | 0.73% | — | -0.31% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.72% | — | -0.31% | |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.68% | — | +10.48% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | — | +52.94% | |
| 32 | COF | Capital One Financial CORP | 株式-金融 | 0.65% | — | -8.15% | |
| 33 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.63% | — | -0.26% | |
| 34 | SHOE | Shoe Station Group INC | 株式-その他 | 0.56% | — | +19.31% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | +12.04% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | -7.51% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | -18.29% | |
| 38 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.41% | — | -0.85% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.40% | — | -0.20% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.35% | — | — | |
| 41 | XLF | Ss Financial Select Sector | ETF-その他 | 0.29% | — | -1.69% | |
| 42 | USB | US Bancorp | 株式-金融 | 0.28% | — | +3.36% | |
| 43 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.27% | — | -7.69% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.27% | — | -13.64% | |
| 45 | AMAT | Applied Materials INC | 株式-IT | 0.27% | — | +4.58% | |
| 46 | CI | THE Cigna Group | 株式-ヘルスケア | 0.26% | — | -7.61% | |
| 47 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.26% | — | -0.27% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.26% | — | — | |
| 49 | IHF | Ishares U.s. Healthcare Prov | ETF-その他 | 0.26% | — | +400.00% | |
| 50 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.26% | — | — |