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 | 13.26% | -0.21% | +0.45% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.80% | -0.10% | +0.94% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 5.77% | -0.01% | -1.75% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.38% | -0.15% | -35.27% | |
| 5 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 4.24% | — | +0.73% | |
| 6 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 4.00% | +0.22% | +3.58% | |
| 7 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 3.68% | -0.02% | +3.24% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.47% | — | +1.12% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.32% | — | +36.16% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.61% | — | +0.01% | |
| 11 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 2.42% | +0.02% | +4.99% | |
| 12 | HEGD | Swan Hedged Equity US Lg Cap | ETF-その他 | 2.17% | +0.03% | +4.18% | |
| 13 | FVAL | Fidelity Value Factor ETF | ETF-その他 | 2.16% | — | +116.20% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.88% | +0.03% | +97.73% | |
| 15 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-その他 | 1.44% | -0.01% | +4.82% | |
| 16 | IDV | Ishares International Select | ETF-その他 | 1.17% | +0.11% | +98.83% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.05% | +0.80% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.04% | — | -19.29% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.04% | — | +3.37% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.03% | +0.02% | +48.96% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.94% | +0.03% | +0.70% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.94% | — | -0.85% | |
| 23 | IVVB | Ishares Large Cap Deep Quart | ETF-大型株・グロース | 0.86% | — | -1.03% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.11% | +26.77% | |
| 25 | SKOR | Flexshares Credit-scored US | ETF-その他 | 0.66% | +0.06% | — | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.62% | — | -1.78% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.59% | — | -15.90% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.57% | — | +0.43% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.57% | — | -6.60% | |
| 30 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.51% | — | +75.19% | |
| 31 | ✓ | Dbx ETF Tr | ETF-その他 | 0.48% | — | — | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | — | -22.81% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.45% | — | -2.15% | |
| 34 | RWK | Invesco S&p Midcap 400 Rev | ETF-その他 | 0.45% | — | +15.79% | |
| 35 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.44% | — | +5.22% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | — | +112.67% | |
| 37 | WMS | Advanced Drainage Systems In | 株式-資本財 | 0.39% | — | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.37% | — | -0.73% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.36% | — | +8.81% | |
| 40 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.36% | — | -2.78% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | +2.67% | |
| 42 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.35% | — | -6.24% | |
| 43 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.34% | — | -3.54% | |
| 44 | ZSEP | Innovator Edp ETF - 1 Yr Sep | ETF-その他 | 0.31% | — | — | |
| 45 | XSMO | Invesco S&p Smallcap Momentu | ETF-その他 | 0.31% | — | +21.34% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.31% | — | +1.59% | |
| 47 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 0.31% | — | +9.49% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.30% | — | +3.99% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.30% | — | -17.79% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | — | +4.28% |