CIK: 0001841979
申告総資産額
$2.4億
| # | 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 | 17.02% | -0.37% | -4.64% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 7.70% | -0.22% | +30.41% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 7.36% | +0.25% | +45.68% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.73% | +0.11% | +2.71% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 5.87% | — | +1.30% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.36% | +0.24% | +4.46% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 3.57% | -0.10% | +19.72% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.03% | -0.13% | +1.40% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.55% | -0.26% | -4.24% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.50% | -0.05% | +103.52% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.35% | -0.78% | -1.70% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.19% | +0.29% | +17.88% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.13% | -0.50% | -0.53% | |
| 14 | SKT | Tanger INC | 株式-不動産 | 1.91% | +0.09% | +20.15% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.71% | +0.19% | +1.92% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.55% | +0.14% | +10.10% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.29% | +0.82% | +1.15% | |
| 18 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.26% | -0.62% | +1.61% | |
| 19 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 1.09% | -0.21% | — | |
| 20 | FLBL | Franklin Senior Loan ETF | ETF-その他 | 1.08% | — | +490.08% | |
| 21 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.03% | — | +2.13% | |
| 22 | ABG | Asbury Automotive Group | 株式-一般消費財 | 0.97% | -0.04% | +18.32% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.95% | +0.03% | +19.14% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.94% | -0.06% | +0.12% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.94% | — | -30.84% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.88% | -0.07% | +0.12% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.87% | — | +0.11% | |
| 28 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.85% | -0.55% | +2.45% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.16% | +0.44% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.70% | — | +0.20% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | -9.81% | |
| 32 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.58% | — | -4.71% | |
| 33 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.56% | — | -3.28% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | -0.06% | +0.18% | |
| 35 | GNOMEUR | Global X Genomics & Biotechn | ETF-テック型 | 0.47% | — | -2.82% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.46% | — | +21.35% | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.44% | -0.15% | EXIT | |
| 38 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.40% | — | +0.25% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.40% | — | +22.36% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.39% | — | -34.93% | |
| 41 | IBHD | Ishares Ibonds 2024 H/y INC | ETF-その他 | 0.39% | — | -3.33% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.39% | — | -36.67% | |
| 43 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.37% | — | -15.71% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.36% | — | — | |
| 45 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.36% | — | — | |
| 46 | AAPL | Apple INC | 株式-IT | 0.36% | -0.13% | +13.20% | |
| 47 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-その他 | 0.34% | -0.38% | EXIT | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.33% | -0.26% | -61.99% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.32% | — | +1.13% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | — | +27.55% |