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 | 11.48% | -0.12% | -0.22% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 10.18% | +0.08% | +2.72% | |
| 3 | DBI | Designer Brands Inc-class A | 株式-その他 | 7.48% | — | +27.64% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.65% | +0.43% | -0.14% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.19% | — | +85.95% | |
| 6 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 5.35% | +0.08% | +0.32% | |
| 7 | AGL | agilon health, inc. | 株式-その他 | 4.69% | — | — | |
| 8 | ✓ | Hartford Fds Exchange Traded | 株式-その他 | 4.60% | — | — | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.87% | +0.14% | +2.61% | |
| 10 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 3.87% | +0.31% | -5.79% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.54% | +0.19% | +1919.56% | |
| 12 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 3.31% | — | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.30% | +0.08% | +0.83% | |
| 14 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.14% | — | +0.73% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.08% | — | +5.71% | |
| 16 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 1.66% | — | +0.32% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.35% | — | -0.24% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.16% | +0.01% | -0.92% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.12% | — | +17.85% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.07% | +0.08% | +0.28% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.06% | — | — | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.99% | — | +0.50% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.95% | +0.17% | -1.29% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | — | -7.58% | |
| 25 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.81% | — | — | |
| 26 | FXZ | First Trust Materials Alphad | ETF-その他 | 0.78% | — | -0.88% | |
| 27 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.73% | — | +0.59% | |
| 28 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.72% | — | +0.45% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.67% | +0.13% | -10.09% | |
| 30 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.60% | — | +2.73% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.03% | +0.70% | |
| 32 | CDL | Victoryshares US Large Cap H | ETF-大型株・グロース | 0.59% | — | +0.65% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.55% | — | +24.53% | |
| 34 | UPGD | Invesco Bloomberg Analyst Ra | ETF-その他 | 0.50% | — | — | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | +0.48% | |
| 36 | AXP | American Express Company | 株式-金融 | 0.46% | — | — | |
| 37 | VSXY | Victoria's Secret & Co | 株式-一般消費財 | 0.42% | — | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.41% | +0.38% | -20.25% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | +0.13% | |
| 40 | ✓ | 株式-その他 | 0.37% | — | — | ||
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.37% | — | — | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.36% | — | +0.18% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.35% | — | +0.44% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.32% | — | +1.62% | |
| 45 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 0.29% | — | +3.63% | |
| 46 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.26% | — | — |