CIK: 0001800158
申告総資産額
$6.2億
| # | 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 | FBND | Fidelity Total Bond ETF | ETF-その他 | 10.73% | -0.87% | -1.52% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 8.99% | +0.58% | +7.48% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.73% | -0.64% | -3.14% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 8.63% | -0.25% | -4.25% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 6.09% | +0.73% | +4.13% | |
| 6 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 5.50% | +0.08% | +85.03% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.09% | -1.13% | -2.83% | |
| 8 | JUCY | Aptus Enhanced Yield ETF | ETF-その他 | 2.96% | — | +63.77% | |
| 9 | IQLT | Ishares Msci International Q | ETF-その他 | 2.90% | +0.04% | +7.46% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.84% | +0.02% | -0.46% | |
| 11 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 2.17% | +0.07% | -13.11% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.16% | — | -16.07% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.07% | +0.01% | -9.67% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.82% | — | — | |
| 15 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 1.77% | +0.39% | +7.13% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.44% | +0.08% | -0.05% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.40% | -0.02% | -0.95% | |
| 18 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.26% | — | -38.56% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.09% | +0.01% | +891.06% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.08% | +0.03% | +0.41% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.06% | — | +0.50% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.03% | +0.05% | -0.24% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | -1.10% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.85% | +0.05% | -2.48% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.79% | — | -6.43% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.72% | -0.01% | -2.17% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.62% | +0.01% | -0.29% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.60% | — | -3.52% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.55% | +0.01% | -7.55% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.51% | — | -1.47% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | +0.02% | -1.21% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.46% | — | -5.66% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | +0.01% | +0.04% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.41% | — | +3.35% | |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.38% | — | -1.75% | |
| 36 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.36% | — | +7.28% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.36% | — | +1.19% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.33% | — | -0.58% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.33% | — | +4.81% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.32% | +0.05% | +8.06% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.31% | — | -1.61% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.31% | — | -0.15% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | +4.98% | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.29% | — | -10.25% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | +9.58% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.28% | +0.01% | -0.10% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.27% | — | +5.70% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | — | -1.48% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.26% | — | — | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.25% | — | -1.71% |