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 | 10.81% | -0.12% | -0.21% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 9.78% | +0.08% | +0.82% | |
| 3 | DBI | Designer Brands Inc-class A | 株式-その他 | 9.04% | — | -0.47% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.29% | +0.43% | -2.11% | |
| 5 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 5.14% | +0.08% | +0.52% | |
| 6 | AGL | agilon health, inc. | 株式-その他 | 5.09% | — | +20.50% | |
| 7 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 4.15% | -0.09% | — | |
| 8 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 4.08% | — | +1.60% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.84% | +0.14% | -3.86% | |
| 10 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 3.74% | — | — | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.70% | — | -37.39% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.53% | +0.19% | -0.67% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 3.01% | +0.31% | -17.72% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.83% | — | +165.83% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.13% | — | +0.71% | |
| 16 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 2.11% | — | +0.74% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.88% | +0.08% | -39.60% | |
| 18 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 1.52% | — | -5.33% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.21% | — | -5.89% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.06% | — | +55.55% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.04% | +0.01% | +0.24% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | — | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | +0.08% | +0.33% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.95% | — | +0.46% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.83% | — | -1.76% | |
| 26 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.78% | — | +12.42% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | +0.17% | +1809.80% | |
| 28 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.73% | — | -6.23% | |
| 29 | FXZ | First Trust Materials Alphad | ETF-その他 | 0.64% | — | -12.58% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.62% | +0.13% | +0.25% | |
| 31 | CDL | Victoryshares US Large Cap H | ETF-大型株・グロース | 0.56% | — | +0.80% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | -0.03% | -5.72% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.51% | — | +0.49% | |
| 34 | UPGD | Invesco Bloomberg Analyst Ra | ETF-その他 | 0.49% | — | — | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | +0.57% | |
| 36 | VSXY | Victoria's Secret & Co | 株式-一般消費財 | 0.45% | — | — | |
| 37 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.43% | — | -19.89% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | +0.38% | +0.18% | |
| 39 | ✓ | 株式-その他 | 0.35% | — | — | ||
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.35% | — | +0.18% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.35% | — | +0.36% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | — | -9.82% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.33% | — | +2.16% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.32% | — | +0.44% | |
| 45 | AXP | American Express Company | 株式-金融 | 0.28% | — | — | |
| 46 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 0.27% | — | — | |
| 47 | ✓ | Hartford Fds Exchange Traded | 株式-その他 | 0.26% | — | -92.11% |