CIK: 0001765285
申告総資産額
$20.6億
| # | 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 | 10.72% | -0.42% | +1.46% | |
| 2 | AAPL | Apple INC | 株式-IT | 9.50% | -0.31% | +0.33% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 8.21% | +0.03% | -7.28% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 7.72% | +0.15% | -9.57% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.52% | +0.85% | -12.15% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 5.38% | -0.19% | -0.04% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.95% | -0.13% | +0.16% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.63% | — | -6.54% | |
| 9 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 3.54% | -0.14% | -5.08% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.24% | — | +1.11% | |
| 11 | CABO | Cable One INC | 株式-通信サービス | 2.33% | — | -50.47% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.33% | +0.06% | -3.07% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.65% | — | -0.24% | |
| 14 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.54% | — | -1.04% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.40% | — | -0.47% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.39% | — | -24.70% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | -0.03% | -0.38% | |
| 18 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.25% | +0.09% | -76.92% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.22% | — | — | |
| 20 | ARKK | Ark Innovation ETF | ETF-その他 | 1.20% | — | -9.75% | |
| 21 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 1.16% | — | -0.43% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.13% | -0.11% | -11.83% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.09% | — | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.98% | +0.13% | +0.83% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.98% | — | -0.71% | |
| 26 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.81% | — | -0.94% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.76% | — | -0.44% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.75% | — | +0.67% | |
| 29 | ADBE | Adobe INC | 株式-IT | 0.75% | — | — | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.64% | +0.29% | +302.92% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.63% | — | -21.92% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -1.65% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.53% | +0.02% | -12.64% | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 0.52% | — | — | |
| 35 | GD | General Dynamics CORP | 株式-資本財 | 0.49% | — | — | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | +0.03% | — | |
| 37 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.46% | -0.15% | -1.58% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.45% | — | -0.90% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.44% | — | -8.75% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.42% | +0.02% | — | |
| 41 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.41% | — | -11.76% | |
| 42 | SUB | Ishares Short-term National | ETF-その他 | 0.40% | — | -21.03% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.38% | +0.03% | — | |
| 44 | XRLV | Invesco S&p 500 Ex-rate Sens | ETF-大型株・グロース | 0.37% | — | -23.25% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.35% | — | — | |
| 46 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.34% | — | — | |
| 47 | XLF | Ss Financial Select Sector | ETF-その他 | 0.32% | — | -7.23% | |
| 48 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.29% | — | -11.71% | |
| 49 | CBZ | Cbiz INC | 株式-その他 | 0.29% | — | — | |
| 50 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.29% | — | +0.79% |