CIK: 0001908167
申告総資産額
$1.4億
| # | 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 | FVD | First Trust Value Line Dvd | ETF-その他 | 10.44% | — | +25.18% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 9.77% | — | -1.77% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 8.52% | — | +39.21% | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 5.48% | — | +1.61% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.91% | — | -22.34% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.45% | — | +4.66% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.70% | — | -0.32% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.66% | — | +16.83% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.64% | — | -0.74% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.19% | — | +9.11% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.49% | — | +4.34% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.01% | — | +20.13% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.55% | — | +27.32% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.45% | — | +3.70% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.32% | — | -4.69% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.29% | — | -0.08% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.28% | — | -2.73% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.13% | — | +1.66% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.09% | — | — | |
| 20 | INTC | Intel CORP | 株式-IT | 0.94% | — | +3.25% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.92% | — | — | |
| 22 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.82% | — | +1.25% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | — | +19.16% | |
| 24 | MBB | Ishares Mbs ETF | ETF-その他 | 0.79% | — | — | |
| 25 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.79% | — | — | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.68% | — | -0.21% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | +0.81% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.66% | — | -3.76% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | — | -7.46% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | -7.21% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.59% | — | -4.23% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | — | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | — | +0.42% | |
| 34 | IYM | Ishares U.s. Basic Materials | ETF-その他 | 0.56% | — | — | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.56% | — | -5.23% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | — | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.54% | — | -3.87% | |
| 38 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.54% | — | +3.16% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | — | -1.46% | |
| 40 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.53% | — | — | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.49% | — | +27.65% | |
| 42 | IDV | Ishares International Select | ETF-その他 | 0.48% | — | -7.02% | |
| 43 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.48% | — | -2.60% | |
| 44 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.45% | — | — | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | -0.33% | |
| 47 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.41% | — | — | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.40% | — | — | |
| 49 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.39% | — | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | — | +2.06% |