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 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 9.48% | +0.31% | -12.75% | |
| 2 | TDVG | T Rowe Price Dividend Growth | ETF-その他 | 7.05% | +0.01% | -1.07% | |
| 3 | HTAB | Hartford Schroders Tax Aware | ETF-その他 | 4.59% | — | -2.72% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.04% | +0.43% | +10.16% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.00% | -0.12% | +1.83% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.79% | — | -1.07% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.42% | +0.19% | +3.30% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.91% | — | -10.09% | |
| 9 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 2.87% | +0.08% | +0.25% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.78% | +0.08% | -3.71% | |
| 11 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 2.60% | -0.09% | -9.93% | |
| 12 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 2.59% | -0.62% | -5.95% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 2.55% | +0.18% | +6.33% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.50% | +0.08% | -1.15% | |
| 15 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 2.28% | — | +85.50% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.95% | +0.38% | +5.68% | |
| 17 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 1.70% | -0.03% | -0.53% | |
| 18 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 1.57% | — | +3.43% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.53% | +0.01% | +10.31% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.52% | -0.03% | +24.29% | |
| 21 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 1.50% | — | -3.26% | |
| 22 | PFEB | Innovator U.s. Equity Power | ETF-その他 | 1.49% | — | -11.44% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.34% | +0.01% | +0.30% | |
| 24 | PMAR | Innovator U.s. Equity Power | ETF-その他 | 1.33% | — | -10.86% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 1.26% | +0.13% | +37.95% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.11% | — | +15.83% | |
| 27 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.00% | — | +0.67% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.97% | — | -6.16% | |
| 29 | DBI | Designer Brands Inc-class A | 株式-その他 | 0.94% | — | -0.92% | |
| 30 | JMTG | Mortgage-backed Securities | ETF-その他 | 0.91% | -0.18% | — | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.88% | +0.14% | +22.70% | |
| 32 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.85% | — | +297.39% | |
| 33 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.83% | — | +90.70% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | +0.08% | +4.65% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.70% | +0.17% | +14.65% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.65% | — | +0.33% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.56% | — | +0.39% | |
| 38 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 0.52% | +0.47% | — | |
| 39 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.50% | — | -13.88% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.50% | +0.13% | +0.16% | |
| 41 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 0.50% | — | +14.67% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | +9.20% | |
| 43 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | ETF-その他 | 0.49% | +0.04% | — | |
| 44 | XUSP | Innovator Uncapped Acc US Eq | ETF-その他 | 0.47% | +0.08% | +4.99% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | — | +17.20% | |
| 46 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 0.43% | — | — | |
| 47 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.41% | — | +0.47% | |
| 48 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-テック型 | 0.40% | +0.50% | -11.06% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | — | -3.54% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.39% | +0.31% | +37.80% |