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 | 18.74% | — | -0.46% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.97% | — | +0.34% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.91% | — | -1.16% | |
| 4 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 5.11% | — | -0.61% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.18% | — | -9.78% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.06% | — | -4.00% | |
| 7 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 3.89% | — | +13.31% | |
| 8 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 3.60% | — | -13.34% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.01% | — | -5.43% | |
| 10 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 2.82% | — | +4.30% | |
| 11 | DUSA | Davis Select US Equity ETF | ETF-その他 | 2.81% | — | +0.23% | |
| 12 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.62% | — | -4.49% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.37% | — | -10.23% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 2.26% | — | -5.13% | |
| 15 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 2.03% | — | -1.16% | |
| 16 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.92% | — | +19.14% | |
| 17 | FMB | First Trust Managed Municipa | ETF-その他 | 1.71% | — | +39.94% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.64% | — | +7.27% | |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.62% | — | +12.12% | |
| 20 | DINT | Davis Select International | ETF-その他 | 1.55% | — | -1.89% | |
| 21 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 1.36% | — | +57.64% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.35% | — | -20.37% | |
| 23 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.14% | — | -11.24% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.14% | — | -0.07% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | — | -0.45% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.76% | — | -1.71% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | -0.06% | |
| 28 | FEM | First Trust Emerging Markets | ETF-新興国市場 | 0.73% | — | -6.61% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | — | -1.75% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.68% | — | -5.24% | |
| 31 | FPXI | First Trust International Eq | ETF-その他 | 0.60% | — | -33.69% | |
| 32 | COF | Capital One Financial CORP | 株式-金融 | 0.59% | — | -3.80% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | — | -10.06% | |
| 34 | SHOE | Shoe Station Group INC | 株式-その他 | 0.51% | — | -10.93% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | -3.11% | |
| 36 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.47% | — | — | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | -4.79% | |
| 38 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.38% | — | -5.87% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.34% | — | -17.00% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.31% | — | -12.21% | |
| 41 | AMAT | Applied Materials INC | 株式-IT | 0.29% | — | -7.87% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.27% | — | +35.93% | |
| 43 | MKL | Markel Group INC | 株式-金融 | 0.27% | — | +0.41% | |
| 44 | RSPF | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.26% | — | -2.50% | |
| 45 | IHF | Ishares U.s. Healthcare Prov | ETF-その他 | 0.25% | — | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.25% | — | -13.82% | |
| 47 | CI | THE Cigna Group | 株式-ヘルスケア | 0.24% | — | -3.24% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.22% | — | — | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.22% | — | -13.83% | |
| 50 | USB | US Bancorp | 株式-金融 | 0.22% | — | -13.05% |