CIK: 0001921304
申告総資産額
$2.3億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 28.83% | -0.76% | +2.44% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.57% | -0.40% | +0.59% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.81% | -0.23% | -1.26% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.83% | -0.42% | +1.61% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 4.82% | +0.13% | +32.27% | |
| 6 | ICE | Intercontinental Exchange In | 株式-金融 | 3.89% | -1.01% | -0.57% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.34% | — | -0.02% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.00% | — | -0.23% | |
| 9 | ✓ | Iq Enhanced Iq Chaikin Small | 株式-その他 | 2.48% | — | +2.37% | |
| 10 | CGDV | Cap Group Dividend Value | ETF-その他 | 2.31% | +0.13% | +2.61% | |
| 11 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 2.22% | +0.37% | +2.58% | |
| 12 | DWM | Wisdomtree International Equ | ETF-その他 | 1.92% | -0.23% | +4.45% | |
| 13 | CGGO | Cap Group Global Growth | ETF-その他 | 1.90% | +0.14% | +3.25% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.67% | — | +0.67% | |
| 15 | MTB | M & T Bank CORP | 株式-金融 | 1.65% | — | — | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.47% | -0.37% | +0.03% | |
| 17 | PM | Philip Morris International | 株式-生活必需品 | 1.46% | -0.14% | +0.14% | |
| 18 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.32% | — | +2.02% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.26% | — | +0.94% | |
| 20 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.10% | -0.38% | +2.10% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.08% | — | -3.86% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.99% | -0.06% | -0.64% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.86% | +0.03% | — | |
| 24 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.81% | — | — | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | -0.15% | +0.02% | |
| 26 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.77% | -0.04% | +1.50% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | -0.04% | -18.83% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.74% | -0.02% | — | |
| 29 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.73% | — | +0.03% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.56% | -0.05% | -6.76% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | +6.05% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.50% | — | +0.19% | |
| 33 | NJR | New Jersey Resources CORP | 株式-公益事業 | 0.46% | — | -1.33% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.45% | -0.10% | +8.83% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | +14.18% | |
| 36 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.42% | — | -0.69% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.41% | — | -3.46% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.41% | — | -11.13% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | — | +3.75% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.38% | — | — | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.36% | -0.01% | -5.41% | |
| 42 | FSCO | Fs Credit Opportunities CORP | 株式-その他 | 0.36% | — | +0.21% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.34% | — | -1.73% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.33% | — | +1.77% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.32% | — | +12.38% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.30% | — | — | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.29% | — | — | |
| 48 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.28% | — | -0.94% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.28% | -0.04% | -11.26% | |
| 50 | LIN | Linde plc | 株式-素材 | 0.26% | — | — |