CIK: 0001820879
申告総資産額
$3.1億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 34.20% | +11.50% | -52.47% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 19.62% | -1.26% | +2343.94% | |
| 3 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 5.77% | -0.37% | — | |
| 4 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 5.65% | — | — | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.82% | — | +142.76% | |
| 6 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 2.36% | -0.17% | — | |
| 7 | PTNQ | Pacer Trendpilot 100 ETF | ETF-その他 | 1.83% | -0.14% | — | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.66% | -0.95% | — | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.62% | — | — | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.49% | +0.77% | -62.79% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.41% | — | — | |
| 12 | AAPL | Apple INC | 株式-IT | 1.21% | — | -85.12% | |
| 13 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-その他 | 1.21% | -0.66% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.14% | — | +103.34% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | -0.19% | EXIT | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.70% | — | +51.08% | |
| 17 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 0.67% | — | — | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.65% | — | — | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.64% | +0.38% | NEW | |
| 20 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.60% | — | — | |
| 21 | BUFF | Innovator Laddered Allocatio | ETF-その他 | 0.57% | -0.31% | — | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.55% | — | — | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.52% | — | -80.04% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.51% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -83.66% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.43% | — | — | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.42% | — | — | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.39% | — | -58.38% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.39% | — | — | |
| 30 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.39% | -0.12% | EXIT | |
| 31 | VTV | Vanguard Value ETF | ETF-その他 | 0.38% | — | — | |
| 32 | MBB | Ishares Mbs ETF | ETF-その他 | 0.37% | — | -18.26% | |
| 33 | PAAA | Pgim Aaa Clo ETF | ETF-その他 | 0.36% | -0.26% | — | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.36% | — | — | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | — | -66.86% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.32% | — | — | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.32% | — | +29.48% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.32% | — | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.31% | — | -86.22% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.29% | +0.12% | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.29% | — | — | |
| 42 | BND | Vanguard Total Bond Market | ETF-その他 | 0.28% | — | — | |
| 43 | TXN | Texas Instruments INC | 株式-IT | 0.27% | — | +85.81% | |
| 44 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.26% | — | — | |
| 45 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-その他 | 0.26% | -0.22% | EXIT | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.26% | -0.36% | — | |
| 47 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 0.25% | — | — | |
| 48 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.24% | — | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.23% | — | -62.50% | |
| 50 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.23% | — | — |