CIK: 0001713662
申告総資産額
$42.2億
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 15.46% | +0.08% | +4.73% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 13.84% | -0.01% | +7.23% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 11.78% | +0.33% | +5.36% | |
| 4 | OBDC | Blue Owl Capital CORP | 株式-金融 | 8.62% | — | +19.28% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 6.12% | — | +34.67% | |
| 6 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 5.33% | — | +14.91% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.69% | -0.05% | +16.55% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 3.46% | — | +3.34% | |
| 9 | QCOM | Qualcomm INC | 株式-IT | 3.32% | -0.11% | +13.56% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.99% | — | +7.67% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.69% | -0.20% | +38.11% | |
| 12 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 2.52% | — | +23.07% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.82% | — | +35.12% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | — | -0.76% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.80% | -0.38% | +26.49% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.10% | +54.93% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | — | +30.18% | |
| 18 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.71% | — | -10.06% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.67% | — | +2699.82% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 0.58% | — | +30.82% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | -0.06% | +17.01% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.09% | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | +21.40% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | — | +41.01% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | +22.68% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | +43.66% | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.39% | — | +39.29% | |
| 28 | MU | Micron Technology INC | 株式-IT | 0.39% | — | +26.57% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | — | +22.40% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.37% | — | +41.15% | |
| 31 | RTX | Rtx CORP | 株式-資本財 | 0.35% | — | +29.28% | |
| 32 | VSAT | Viasat INC | 株式-IT | 0.34% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | -0.16% | +2080.45% | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.28% | — | +15.24% | |
| 35 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.27% | — | — | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.25% | — | +25.75% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | — | +29.12% | |
| 38 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.23% | — | +32.37% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.22% | — | +12.44% | |
| 40 | ETN | Eaton Corporation plc | 株式-資本財 | 0.22% | — | +15.73% | |
| 41 | NSIT | Insight Enterprises INC | 株式-IT | 0.22% | — | -25.56% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.19% | — | +12.80% | |
| 43 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.19% | — | — | |
| 44 | C | Citigroup INC | 株式-金融 | 0.19% | — | +28.39% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.18% | — | — | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.18% | — | +21.66% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.17% | — | +48.99% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.16% | — | +32.16% | |
| 49 | ALL | Allstate CORP | 株式-金融 | 0.16% | — | +44.18% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.15% | — | +72.73% |