CIK: 0001846789
申告総資産額
$2.7億
| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 20.45% | -1.13% | -1.84% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.09% | -0.04% | +2.91% | |
| 3 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 7.92% | -0.08% | +21.00% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.62% | +0.84% | -1.02% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-その他 | 5.90% | +0.07% | — | |
| 6 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 5.81% | +0.01% | +2.16% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.62% | +0.06% | -14.48% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.62% | -0.10% | — | |
| 9 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 3.83% | +0.19% | +20.24% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.62% | -0.09% | -8.70% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.59% | -0.16% | +50.53% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.11% | -0.10% | +2.40% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.00% | -0.07% | +0.63% | |
| 14 | DE | Deere & Co | 株式-資本財 | 1.97% | +0.31% | +0.02% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.52% | — | +3.76% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.32% | -1.30% | +2.16% | |
| 17 | FMB | First Trust Managed Municipa | ETF-その他 | 1.15% | -0.05% | -1.31% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.11% | +0.11% | +3.45% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.79% | -0.02% | +0.44% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.48% | +0.01% | +12.86% | |
| 21 | USB | US Bancorp | 株式-金融 | 0.43% | -0.02% | — | |
| 22 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.34% | -0.01% | -5.83% | |
| 23 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.29% | +0.01% | +0.58% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 0.26% | -0.01% | +1.04% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.24% | -0.02% | +5.01% | |
| 26 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.24% | — | -1.74% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.20% | -0.01% | — | |
| 28 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.18% | +0.01% | +35.95% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.18% | -0.02% | +2.69% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.17% | — | — | |
| 31 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.16% | — | +11.97% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.16% | -0.03% | — | |
| 33 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.15% | — | +24.49% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.13% | — | — | |
| 35 | FLXS | Flexsteel Inds | 株式-その他 | 0.12% | +0.01% | +0.34% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.11% | — | — | |
| 37 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.07% | -0.04% | -90.28% | |
| 38 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.06% | — | — |