CIK: 0001979556
申告総資産額
$3.4億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.90% | +0.03% | +0.66% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 8.20% | -0.01% | -1.40% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.15% | -0.40% | +5.94% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-その他 | 6.00% | -0.09% | +0.17% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.19% | +0.11% | -2.99% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 4.18% | +0.12% | +1.45% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.30% | -0.12% | +0.12% | |
| 8 | CGDG | Cap Group Dividend Growers | ETF-その他 | 3.22% | — | +4.08% | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.81% | +0.14% | -0.43% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.61% | -0.10% | -3.15% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.21% | -0.03% | +2.22% | |
| 12 | CGIE | Cap Group Intl Equity | ETF-その他 | 2.05% | -0.04% | +0.60% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.91% | -0.03% | +0.31% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.81% | — | -0.95% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.81% | -0.10% | -1.15% | |
| 16 | TCBK | Trico Bancshares | 株式-その他 | 1.78% | — | +0.90% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.71% | -0.04% | +0.32% | |
| 18 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 1.65% | +0.08% | +1.26% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.30% | -0.04% | -0.85% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.23% | — | +1.12% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.07% | -0.04% | -52.15% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | +0.17% | +6.33% | |
| 23 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 1.04% | +0.03% | — | |
| 24 | PLD | Prologis INC | 株式-不動産 | 0.93% | — | +5.26% | |
| 25 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.90% | +0.02% | +0.56% | |
| 26 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.88% | +0.04% | +5.68% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | -0.05% | +0.43% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.75% | — | +10.08% | |
| 29 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.73% | — | +2.66% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.67% | +0.02% | +0.95% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.64% | — | +0.26% | |
| 32 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-その他 | 0.60% | +0.10% | +19.66% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.59% | — | +4.33% | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.54% | — | -7.10% | |
| 35 | IQLT | Ishares Msci International Q | ETF-その他 | 0.51% | +0.06% | +8.42% | |
| 36 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.51% | — | +0.15% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.49% | -0.03% | +1.40% | |
| 38 | CGGO | Cap Group Global Growth | ETF-その他 | 0.49% | +0.02% | +0.22% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.48% | — | -9.04% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.46% | — | +0.49% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | -0.08% | +1.73% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.46% | -0.03% | +1.10% | |
| 43 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.45% | +0.03% | -18.29% | |
| 44 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.42% | -0.02% | +0.32% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.40% | — | -4.20% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | — | -0.25% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.37% | — | +0.96% | |
| 48 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.36% | +0.05% | -2.41% | |
| 49 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.35% | — | -22.88% | |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.34% | — | +1.18% |