CIK: 0001765595
申告総資産額
$5.1億
| # | 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 9.05% | -0.96% | +126.36% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.36% | -0.09% | -0.14% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.79% | -0.23% | +2.87% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.89% | — | +57.98% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.44% | — | +1449.83% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.42% | -0.04% | +1.18% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.12% | — | +1982.59% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.95% | -0.11% | +798.14% | |
| 9 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 2.92% | +0.08% | +476.28% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.52% | +0.13% | -43.12% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.41% | -0.09% | +1.46% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-テック型 | 2.01% | -0.05% | +1.11% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.99% | — | -16.57% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.82% | — | +9.43% | |
| 15 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.53% | — | +36.13% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.30% | +0.13% | — | |
| 17 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.21% | — | — | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | +0.06% | +1.98% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.14% | — | +2.32% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.00% | — | +4.23% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.93% | — | +15.28% | |
| 22 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.90% | — | +0.26% | |
| 23 | FTCS | First Trust Capital Strength | ETF-その他 | 0.86% | -0.04% | +69.70% | |
| 24 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.84% | — | +10.49% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.81% | -0.05% | -0.82% | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 0.79% | +0.04% | NEW | |
| 27 | INTC | Intel CORP | 株式-IT | 0.74% | — | +0.72% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.74% | +0.06% | +1.18% | |
| 29 | PPL | Ppl CORP | 株式-公益事業 | 0.74% | — | +9.65% | |
| 30 | FMB | First Trust Managed Municipa | ETF-その他 | 0.72% | — | +81.46% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.71% | — | -20.59% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | — | -0.17% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.66% | — | -5.47% | |
| 34 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.61% | — | +0.08% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | — | -9.25% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.59% | — | +24.99% | |
| 37 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.56% | -0.29% | -16.73% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | +0.39% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | +0.05% | +12.15% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | -0.04% | EXIT | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.52% | — | +143.67% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.52% | -0.04% | -3.24% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.48% | — | +0.88% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.44% | — | +1.57% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.42% | — | -5.71% | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.41% | — | -35.56% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.41% | — | +14.45% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | +1.81% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.41% | — | -30.82% | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.40% | — | -55.69% |