CIK: 0001763608
申告総資産額
$2.5億
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 14.71% | — | +3.76% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 13.22% | — | +14.23% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.15% | — | +2.73% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.88% | — | -8.67% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-その他 | 4.46% | — | +9.62% | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 4.40% | — | -0.61% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.18% | — | +12.25% | |
| 8 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 4.02% | — | +61.57% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.01% | — | +3.93% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 3.70% | — | +18.92% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.98% | — | -10.30% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.68% | — | -15.58% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.41% | — | -12.42% | |
| 14 | XLF | Ss Financial Select Sector | ETF-その他 | 1.92% | — | -6.90% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.59% | — | -5.78% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.26% | — | -7.31% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.25% | — | -3.26% | |
| 18 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.13% | — | +1454.98% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.04% | — | -6.42% | |
| 20 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.97% | — | -0.61% | |
| 21 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.95% | — | +22.46% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.88% | — | -6.11% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | — | +3.02% | |
| 24 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.77% | — | -8.29% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.74% | — | +33.72% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.61% | — | +251.01% | |
| 27 | PLUG | Plug Power INC | 株式-資本財 | 0.48% | — | -3.64% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.47% | — | +3.18% | |
| 29 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.46% | — | +11.24% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | -5.50% | |
| 31 | DEED | First Trust Securitized Plus | ETF-その他 | 0.40% | — | +305.40% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.37% | — | -11.27% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | -1.46% | |
| 34 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.33% | — | -1.44% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.33% | — | +0.15% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | — | +5.84% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | — | +5.57% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | -58.02% | |
| 39 | IHAK | Ishares Cybersecurity & Tech | ETF-テック型 | 0.29% | — | — | |
| 40 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.26% | — | — | |
| 41 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.26% | — | +2.30% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | -1.59% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.25% | — | +47.97% | |
| 44 | PYPL | Paypal Holdings INC | 株式-金融 | 0.25% | — | +19.94% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | -21.08% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.24% | — | -11.96% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.23% | — | -12.68% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.23% | — | -2.42% | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.23% | — | +1.34% | |
| 50 | FAN | First Trust Global Wind Ener | ETF-その他 | 0.22% | — | -12.26% |