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 | 6.01% | -0.17% | -2.85% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.05% | — | +27.72% | |
| 3 | AVDE | Avantis International Equity | ETF-その他 | 3.86% | +0.05% | +9.07% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.76% | — | +36.44% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.39% | -0.18% | -2.81% | |
| 6 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 3.25% | — | +2.77% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.16% | +0.06% | +7.05% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.01% | +0.15% | -5.86% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 2.69% | — | -18.83% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 2.69% | — | +45.09% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 2.64% | -0.12% | +4.86% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.47% | +0.05% | -9.17% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.44% | -0.13% | -5.43% | |
| 14 | REZ | Ishars Res And Multi Reales | ETF-その他 | 2.29% | +0.07% | +2.85% | |
| 15 | MEMX | Matthews Em Ex China Active | ETF-新興国市場 | 2.14% | — | +28.59% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.13% | — | -21.51% | |
| 17 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 2.12% | +0.02% | +10.79% | |
| 18 | PPA | Invesco Aerospace & Defense | ETF-その他 | 2.02% | — | — | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.89% | — | -1.86% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.86% | -0.27% | -3.49% | |
| 21 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 1.81% | — | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.59% | — | +8.87% | |
| 23 | INDS | Pacer Industrial Real Estate | ETF-その他 | 1.58% | +0.10% | +3.20% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.43% | — | -3.64% | |
| 25 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 1.36% | +0.18% | +1.09% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.24% | — | -1.30% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.19% | — | -21.12% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.18% | -2.85% | |
| 29 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.10% | — | -2.27% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | — | -1.43% | |
| 31 | SMIG | Bahl & Gaynor S/m INC Growth | ETF-その他 | 0.90% | +0.03% | — | |
| 32 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.89% | — | — | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.87% | -0.08% | — | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.83% | — | -29.54% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | -0.09% | -2.08% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | — | +0.88% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.76% | — | +2.87% | |
| 38 | ARCC | Ares Capital CORP | 株式-金融 | 0.68% | — | -1.69% | |
| 39 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.66% | — | -4.43% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.64% | -0.07% | -0.96% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.60% | +0.06% | +0.82% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | — | -2.38% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | — | -2.08% | |
| 44 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.55% | — | -31.73% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | +3.42% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.05% | -0.71% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | — | +3.64% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | +1.64% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.46% | -0.12% | -7.32% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.46% | — | -2.72% |