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 | 30.01% | -0.76% | +2.47% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.80% | -0.40% | +1.29% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.73% | -0.23% | -2.79% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.98% | -0.42% | +2.31% | |
| 5 | ICE | Intercontinental Exchange In | 株式-金融 | 4.13% | -1.01% | — | |
| 6 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 3.82% | +0.13% | -12.69% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.18% | — | -0.91% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.82% | — | -2.17% | |
| 9 | ✓ | Iq Enhanced Iq Chaikin Small | 株式-その他 | 2.74% | — | +4.59% | |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 2.49% | +0.37% | +6.39% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-その他 | 2.49% | +0.13% | +5.14% | |
| 12 | CGGO | Cap Group Global Growth | ETF-その他 | 2.05% | +0.14% | +5.86% | |
| 13 | DWM | Wisdomtree International Equ | ETF-その他 | 2.04% | -0.23% | +7.63% | |
| 14 | MTB | M & T Bank CORP | 株式-金融 | 1.63% | — | — | |
| 15 | PM | Philip Morris International | 株式-生活必需品 | 1.35% | -0.14% | +0.04% | |
| 16 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.27% | — | +2.81% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.23% | — | +5.13% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | — | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.15% | -0.37% | +0.99% | |
| 20 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.04% | -0.38% | +2.51% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.97% | -0.06% | -0.10% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.86% | +0.03% | +2.59% | |
| 23 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.81% | -0.04% | +0.40% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | -0.04% | +3.04% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 0.78% | -0.02% | — | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.75% | — | -6.08% | |
| 27 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.69% | — | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | -0.15% | -7.24% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.59% | -0.05% | +1.41% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.52% | — | -0.93% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +7.76% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.49% | — | — | |
| 33 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.46% | — | +70.43% | |
| 34 | T | At&t INC | 株式-通信サービス | 0.45% | -0.10% | -2.74% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | -0.01% | +8.23% | |
| 36 | NJR | New Jersey Resources CORP | 株式-公益事業 | 0.41% | — | -9.38% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.41% | — | -0.97% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.40% | — | +0.39% | |
| 39 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.39% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | +2.71% | |
| 41 | FSCO | Fs Credit Opportunities CORP | 株式-その他 | 0.34% | — | +0.20% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.34% | — | +6.84% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | — | -80.03% | |
| 44 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.31% | — | — | |
| 45 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.31% | — | — | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.31% | — | +1.79% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.30% | -0.15% | — | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.30% | — | +2.59% | |
| 49 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.29% | — | -1.67% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.28% | -0.04% | +9.16% |