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 | 12.95% | -0.37% | -1.48% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 12.52% | +0.25% | +6.69% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 8.97% | -0.22% | +9.08% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.64% | +0.11% | +1.18% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 4.77% | — | +1.76% | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 4.70% | +0.24% | +2.80% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 3.78% | -0.10% | +11.51% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.77% | -0.50% | +22.12% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.59% | -0.13% | -0.91% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.14% | -0.78% | -2.10% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.11% | -0.26% | +5.46% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.94% | +0.14% | +27.72% | |
| 13 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.79% | -0.62% | -0.65% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.78% | +0.19% | +19.80% | |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 1.74% | -0.55% | +4.44% | |
| 16 | SKT | Tanger INC | 株式-不動産 | 1.73% | +0.09% | +11.30% | |
| 17 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.72% | — | +5.29% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.63% | +0.29% | -17.52% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.22% | +0.82% | +8.37% | |
| 20 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 1.19% | -0.41% | +163.62% | |
| 21 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.17% | -0.05% | -11.23% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.11% | — | +46.62% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.90% | — | +21.20% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.88% | -0.07% | +6.66% | |
| 25 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-その他 | 0.85% | -0.38% | EXIT | |
| 26 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.85% | +1.26% | -23.36% | |
| 27 | ABG | Asbury Automotive Group | 株式-一般消費財 | 0.81% | -0.04% | +11.40% | |
| 28 | IBHG | Ishares Ibonds 2027 Hy INC | ETF-その他 | 0.80% | -0.34% | EXIT | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.77% | -0.06% | -3.53% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.77% | -0.40% | +156.24% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.76% | +0.03% | +8.99% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.63% | -0.16% | +0.06% | |
| 33 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-その他 | 0.62% | -0.31% | EXIT | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | -7.11% | |
| 35 | AAPL | Apple INC | 株式-IT | 0.56% | -0.13% | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | — | -0.66% | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.53% | -0.15% | EXIT | |
| 38 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.50% | -0.21% | +166.86% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.49% | — | +44.27% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.42% | -0.06% | -0.45% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.38% | — | +0.08% | |
| 42 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.38% | — | +0.70% | |
| 43 | FLBL | Franklin Senior Loan ETF | ETF-その他 | 0.36% | — | -69.53% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.35% | — | -10.87% | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.34% | — | +0.24% | |
| 46 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.29% | — | — | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.28% | -0.26% | +20.92% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.27% | — | -1.51% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.27% | -0.04% | +0.24% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.25% | — | -66.39% |