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 | AAPL | Apple INC | 株式-IT | 9.14% | -0.09% | +311.03% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 8.86% | -0.96% | +3.04% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.39% | -0.23% | +4.25% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-その他 | 3.86% | — | +28.99% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.63% | — | +5.84% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.43% | -0.04% | +4.80% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.36% | — | +28.28% | |
| 8 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 2.93% | +0.08% | +14.02% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.85% | -0.11% | +2.70% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.73% | +0.13% | +29.28% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.25% | -0.09% | +8.10% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.90% | -0.05% | +0.58% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.68% | — | +1.04% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.51% | +0.13% | +38.61% | |
| 15 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.31% | — | +2.22% | |
| 16 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.20% | — | +4.66% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.15% | — | +3.91% | |
| 18 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.13% | — | -0.01% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 1.05% | -0.04% | +507.36% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | +0.06% | -0.09% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.98% | — | +11.90% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.95% | — | +5.57% | |
| 23 | FTCS | First Trust Capital Strength | ETF-その他 | 0.85% | -0.04% | +9.21% | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 0.78% | +0.04% | NEW | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.76% | -0.05% | — | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.75% | — | +26.88% | |
| 27 | FMB | First Trust Managed Municipa | ETF-その他 | 0.68% | — | +11.88% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | +12.92% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | +0.06% | -0.86% | |
| 30 | PPL | Ppl CORP | 株式-公益事業 | 0.64% | — | -0.75% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.60% | — | +374.81% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | +11.82% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.58% | — | +0.11% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | +5.35% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | +10.63% | |
| 36 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.52% | -0.29% | -2.17% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.52% | — | -3.79% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | — | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | +46.33% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +72.73% | |
| 41 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.47% | — | -3.48% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | -0.04% | EXIT | |
| 43 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.45% | — | +1.89% | |
| 44 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.45% | — | — | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.45% | — | +5.32% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.44% | — | -1.54% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +11.27% | |
| 48 | AMD | Advanced Micro Devices | 株式-IT | 0.42% | — | -6.47% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.41% | — | +27.65% | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.41% | — | -77.34% |