CIK: 0001966219
申告総資産額
$1.7億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 30.79% | -1.99% | +1531.99% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.84% | — | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.03% | -0.57% | +2054.73% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.43% | +0.08% | +517.04% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.92% | -0.23% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.14% | — | +1343.08% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.14% | -0.01% | — | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.57% | — | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.56% | — | +113.90% | |
| 10 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 2.02% | -0.08% | — | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.41% | — | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.25% | — | +60.38% | |
| 13 | PWR | Quanta Services INC | 株式-資本財 | 1.15% | +0.31% | — | |
| 14 | AAPL | Apple INC | 株式-IT | 1.08% | — | -12.55% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.98% | -0.06% | +106.32% | |
| 16 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.96% | — | — | |
| 17 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.95% | +0.27% | — | |
| 18 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.83% | +0.07% | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.83% | — | — | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.83% | — | +18.24% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.23% | +98.07% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.77% | — | -85.93% | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.71% | — | — | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.70% | +0.04% | — | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.55% | — | -79.78% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | -0.27% | -14.00% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | +82.35% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | -0.09% | +160.37% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.53% | — | +42.06% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | — | +35.56% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +174.38% | |
| 32 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.48% | +0.01% | -91.57% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.47% | — | — | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +0.14% | — | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.41% | — | — | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.40% | — | — | |
| 37 | ALL | Allstate CORP | 株式-金融 | 0.38% | — | — | |
| 38 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.38% | — | — | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.33% | -0.10% | — | |
| 40 | PCT | Purecycle Technologies INC | 株式-その他 | 0.32% | — | — | |
| 41 | PAVE | Global X US Infrastructure | ETF-その他 | 0.31% | — | — | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.30% | +0.14% | NEW | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.30% | -0.06% | — | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.29% | — | — | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | — | +86.12% | |
| 46 | GOCT | Ft Vest US Equity Moderate B | ETF-その他 | 0.27% | -0.08% | — | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.26% | — | — | |
| 48 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.26% | — | — | |
| 49 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 0.26% | — | — | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.26% | -0.05% | — |