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 | AORT | Artivion INC | 株式-その他 | 9.35% | -3.86% | — | |
| 2 | TDVG | T Rowe Price Dividend Growth | ETF-その他 | 7.03% | +0.01% | -2.19% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 6.54% | +0.31% | -15.34% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.43% | — | +2.58% | |
| 5 | HTAB | Hartford Schroders Tax Aware | ETF-その他 | 3.65% | — | +4.13% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.46% | -0.12% | +0.42% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.44% | +0.43% | -0.51% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 3.18% | — | +22.03% | |
| 9 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 2.67% | -0.62% | -44.03% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.53% | +0.08% | +4.35% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.52% | +0.19% | -0.25% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.45% | +0.08% | +0.76% | |
| 13 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 2.29% | +0.47% | -2.84% | |
| 14 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 2.20% | +0.18% | -6.74% | |
| 15 | IMCB | Ishares Morningstar Mid-cap | ETF-その他 | 2.18% | +0.08% | -1.85% | |
| 16 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 1.80% | -0.09% | -2.15% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.58% | -0.03% | +6.56% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.26% | +0.38% | -6.14% | |
| 19 | PFEB | Innovator U.s. Equity Power | ETF-その他 | 1.24% | — | +5.27% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.20% | +0.13% | +5.38% | |
| 21 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 1.18% | -0.03% | -6.89% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.11% | +0.01% | -0.31% | |
| 23 | PMAR | Innovator U.s. Equity Power | ETF-その他 | 1.04% | — | -0.02% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.03% | +0.17% | +5.33% | |
| 25 | DBI | Designer Brands Inc-class A | 株式-その他 | 1.02% | — | — | |
| 26 | PJUN | Innovator U.s. Equity Power | ETF-その他 | 1.02% | — | -9.35% | |
| 27 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 1.02% | — | +0.07% | |
| 28 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 0.99% | — | -2.96% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.96% | +0.01% | +2.30% | |
| 30 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.95% | — | +60.01% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.86% | — | -0.18% | |
| 32 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | ETF-その他 | 0.82% | +0.04% | +71.46% | |
| 33 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.79% | -0.50% | +169.21% | |
| 34 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.79% | — | -3.34% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.75% | — | -1.71% | |
| 36 | ✓ | 株式-その他 | 0.74% | +0.35% | — | ||
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.73% | +0.14% | +40.09% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.58% | +0.08% | +0.23% | |
| 39 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.53% | — | +128.48% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.52% | +0.13% | +0.12% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.51% | +0.08% | +6.26% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.50% | — | +0.39% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.48% | +0.31% | +24.15% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.46% | — | +0.42% | |
| 45 | JMTG | Mortgage-backed Securities | ETF-その他 | 0.45% | -0.18% | -15.81% | |
| 46 | MRVL | Marvell Technology INC | 株式-IT | 0.41% | +0.23% | +3.03% | |
| 47 | XUSP | Innovator Uncapped Acc US Eq | ETF-その他 | 0.41% | +0.08% | -0.32% | |
| 48 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.41% | — | -19.05% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | +17.06% | |
| 50 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.38% | -0.38% | EXIT |