CIK: 0001936420
申告総資産額
$3.1億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.35% | -0.17% | -28.02% | |
| 2 | AVDE | Avantis International Equity | ETF-その他 | 3.90% | +0.05% | +16.00% | |
| 3 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 3.49% | — | — | |
| 4 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 3.46% | — | +4.95% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 3.45% | — | +23.10% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.39% | +0.15% | +7.79% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.29% | -0.18% | -0.20% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.14% | +0.06% | -66.26% | |
| 9 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.97% | — | +19.46% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.95% | — | -26.94% | |
| 11 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.92% | +0.05% | +10.52% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.49% | -0.13% | -6.01% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 2.43% | -0.12% | +5.65% | |
| 14 | REZ | Ishars Res And Multi Reales | ETF-その他 | 2.38% | +0.07% | +14.35% | |
| 15 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.06% | — | — | |
| 16 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 2.01% | +0.02% | +4.70% | |
| 17 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.94% | — | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.81% | -0.27% | -5.68% | |
| 19 | INDS | Pacer Industrial Real Estate | ETF-その他 | 1.75% | +0.10% | +9.50% | |
| 20 | MEMX | Matthews Em Ex China Active | ETF-新興国市場 | 1.73% | — | — | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.57% | — | -65.04% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.55% | — | -0.65% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.54% | — | -79.74% | |
| 24 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 1.53% | +0.18% | +38.22% | |
| 25 | FIW | First Trust Water ETF | ETF-その他 | 1.51% | — | +2.75% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.29% | — | -0.56% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.27% | — | -16.60% | |
| 28 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.25% | — | -87.31% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | — | -2.55% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | -0.18% | -0.42% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.90% | — | +91.94% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.86% | -0.08% | — | |
| 33 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.85% | — | +81.91% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | -0.09% | -3.50% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | — | +0.92% | |
| 36 | ARCC | Ares Capital CORP | 株式-金融 | 0.74% | — | +11.16% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.70% | -0.16% | -20.34% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.69% | +0.06% | -2.96% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.67% | — | -4.09% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.62% | -0.07% | -0.19% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | -5.51% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | — | -16.19% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | -1.26% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.05% | — | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | — | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | -6.28% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | — | +25.76% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.51% | — | -16.64% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.07% | -3.31% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | — | -7.71% |