CIK: 0001911766
申告総資産額
$4.9億
| # | 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 | 18.11% | -0.21% | +2.48% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.87% | -0.15% | +8.00% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 5.83% | -0.01% | +7.90% | |
| 4 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 4.41% | — | +3.32% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.38% | — | +27.52% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.23% | -0.10% | +2.80% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.18% | — | -0.13% | |
| 8 | CDC | Victoryshares US Eq Income E | ETF-その他 | 3.39% | — | +3.31% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.35% | — | -0.41% | |
| 10 | BSEP | Innovator U.s. Equity Buffer | ETF-その他 | 3.33% | — | -1.29% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.26% | -0.02% | +6.82% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 3.24% | — | +0.07% | |
| 13 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 3.19% | — | -0.29% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.80% | — | +0.03% | |
| 15 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.64% | — | -0.42% | |
| 16 | CFO | Victoryshares US 500 Enhance | ETF-その他 | 2.55% | -0.04% | EXIT | |
| 17 | TACK | Fairlead Tactical Sector ETF | ETF-その他 | 2.29% | — | +2.45% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.18% | +0.03% | +20.10% | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.68% | — | +1.22% | |
| 20 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.62% | — | -1.04% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.02% | +0.02% | -0.21% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.97% | +0.03% | -5.26% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.84% | — | -0.88% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.52% | — | +1.70% | |
| 25 | BDEC | Innovator U.s. Equity Buffer | ETF-その他 | 0.40% | — | -1.94% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.39% | — | +0.14% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | — | -49.33% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.27% | — | — | |
| 29 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.27% | — | +0.94% | |
| 30 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.23% | — | -70.97% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.22% | — | +0.12% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.22% | — | +1.35% | |
| 33 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.20% | — | +0.74% | |
| 34 | BNOV | Innovator U.s. Equity Buffer | ETF-その他 | 0.20% | +0.04% | -4.91% | |
| 35 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.19% | — | +0.33% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.19% | -0.11% | +0.14% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.18% | — | -7.76% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.18% | — | -35.36% | |
| 39 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.18% | — | +3.54% | |
| 40 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.17% | — | +48.55% | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.17% | — | -32.47% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.17% | — | -0.44% | |
| 43 | BOCT | Innovator U.s. Equity Buffer | ETF-その他 | 0.17% | +0.09% | NEW | |
| 44 | T | At&t INC | 株式-通信サービス | 0.17% | — | +4.17% | |
| 45 | ASAN | Asana INC - Cl A | 株式-その他 | 0.16% | — | -12.28% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | +1.65% | |
| 47 | BYLD | Ishares Yield Optimized Bond | ETF-その他 | 0.16% | — | -3.33% | |
| 48 | UBCP | United Bancorp Inc/ohio | 株式-その他 | 0.15% | — | — | |
| 49 | BALT | Inn Defined Wealth Shield | ETF-その他 | 0.15% | +0.14% | — | |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.15% | — | -7.08% |