CIK: 0001908607
申告総資産額
$2.8億
| # | 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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 12.83% | -0.12% | -18.83% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 11.12% | +0.08% | +21.66% | |
| 3 | AAPL | Apple INC | 株式-IT | 7.99% | +0.43% | -1.80% | |
| 4 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 6.27% | +0.08% | +18.11% | |
| 5 | DBI | Designer Brands Inc-class A | 株式-その他 | 6.18% | — | +4.88% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 5.03% | +0.31% | -24.73% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.00% | +0.19% | -1.67% | |
| 8 | LBEUR | L Brands INC | 株式-その他 | 4.58% | — | — | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.95% | — | -5.53% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.84% | +0.08% | -18.51% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.83% | +0.14% | -15.48% | |
| 12 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.41% | — | +0.32% | |
| 13 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.98% | — | +1.58% | |
| 14 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 1.82% | — | +0.15% | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.48% | — | -64.82% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.36% | +0.01% | +5.91% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.34% | — | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | +0.08% | -2.43% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.15% | — | +0.41% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.13% | +0.17% | +15.67% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.10% | — | +3.77% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.05% | — | +10.35% | |
| 23 | FXZ | First Trust Materials Alphad | ETF-その他 | 1.01% | — | -8.64% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.91% | +0.13% | -25.04% | |
| 25 | AXP | American Express Company | 株式-金融 | 0.89% | — | — | |
| 26 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.83% | — | -12.82% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.82% | — | +0.45% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | -0.03% | +45.96% | |
| 29 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.70% | — | -61.98% | |
| 30 | CDL | Victoryshares US Large Cap H | ETF-大型株・グロース | 0.64% | — | +0.49% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | +0.38% | -32.59% | |
| 32 | UPGD | Invesco Bloomberg Analyst Ra | ETF-その他 | 0.58% | — | — | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.54% | +0.13% | +4.22% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.52% | — | +21.72% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | +42.56% | |
| 36 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.48% | — | +79.08% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.45% | — | — | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | — | +0.18% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.40% | — | +1.84% | |
| 40 | ✓ | 株式-その他 | 0.39% | — | — | ||
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.38% | — | +26.22% | |
| 42 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 0.36% | — | — | |
| 43 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.30% | — | — | |
| 44 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.28% | — | -11.31% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.28% | — | +0.95% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | +0.07% | — |