CIK: 0001767580
申告総資産額
$13.8億
| # | 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 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 7.51% | -2.53% | +4.07% | |
| 2 | NOC | Northrop Grumman CORP | 株式-資本財 | 6.51% | +0.17% | +0.01% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.56% | -0.38% | — | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.07% | — | +5.94% | |
| 5 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 3.72% | — | +9.88% | |
| 6 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.52% | — | -11.06% | |
| 7 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.36% | — | -3.16% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.36% | — | -12.17% | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.84% | — | +16.98% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.76% | -0.53% | +7.55% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.76% | — | +263.07% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.65% | — | -9.61% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.58% | — | -18.12% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.37% | -1.74% | -7.05% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.22% | — | +2.33% | |
| 16 | MOO | Vaneck Agribusiness ETF | ETF-その他 | 1.19% | — | +32.67% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.14% | — | — | |
| 18 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.14% | — | +38.91% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.03% | — | -47.92% | |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.02% | — | -26.96% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.01% | -1.07% | -18.83% | |
| 22 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.94% | — | +23.93% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.90% | — | -6.29% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.82% | — | +96.03% | |
| 25 | KEL | Kellanova | 株式-その他 | 0.79% | — | +0.83% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.78% | — | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.75% | — | +467.93% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | +23.60% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.72% | -0.62% | -4.01% | |
| 30 | FEMB | First Trust Emerging Markets | ETF-新興国市場 | 0.72% | — | +54.57% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | +0.04% | +28.37% | |
| 32 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.68% | — | +0.91% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | +4.31% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | +34.68% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | — | +38.29% | |
| 36 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.63% | — | +53.41% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | — | -0.59% | |
| 38 | XLE | Ss Energy Select Sector | ETF-その他 | 0.60% | +0.21% | NEW | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | -6.49% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.58% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | +28.39% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | +22.12% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.50% | — | +25.50% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | — | -2.50% | |
| 45 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.48% | — | -3.09% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.46% | — | +0.60% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.45% | — | -2.19% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.45% | — | -5.37% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.43% | — | +5.69% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | — | +1698.71% |