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 | 5.66% | -0.17% | -4.73% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 4.21% | — | -1.35% | |
| 3 | AVDE | Avantis International Equity | ETF-その他 | 3.99% | +0.05% | +4.57% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.71% | — | -0.22% | |
| 5 | SMIG | Bahl & Gaynor S/m INC Growth | ETF-その他 | 3.55% | +0.03% | +307.18% | |
| 6 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 3.35% | — | +0.57% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.20% | +0.06% | +3.28% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.96% | +0.15% | -4.22% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.91% | -0.18% | -4.74% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 2.63% | — | -1.91% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 2.49% | -0.12% | -4.82% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.45% | +0.05% | -1.05% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.34% | -0.13% | -3.02% | |
| 14 | MEMX | Matthews Em Ex China Active | ETF-新興国市場 | 2.24% | — | +7.72% | |
| 15 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 2.22% | +0.02% | +8.72% | |
| 16 | REZ | Ishars Res And Multi Reales | ETF-その他 | 2.20% | +0.07% | +3.37% | |
| 17 | PPA | Invesco Aerospace & Defense | ETF-その他 | 2.20% | — | +12.67% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.97% | — | -4.60% | |
| 19 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 1.95% | — | +9.52% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.86% | — | +20.67% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.84% | — | +56.78% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.80% | -0.27% | +2.07% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.73% | — | -7.51% | |
| 24 | INDS | Pacer Industrial Real Estate | ETF-その他 | 1.47% | +0.10% | +2.05% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.40% | — | -0.19% | |
| 26 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 1.31% | +0.18% | +8.46% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.23% | — | — | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | -0.18% | +5.80% | |
| 29 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.13% | — | +0.86% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | — | +1.39% | |
| 31 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.92% | — | +13.89% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | -0.09% | +10.83% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.88% | — | +17.68% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.86% | -0.08% | -0.64% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | — | -0.39% | |
| 36 | ARCC | Ares Capital CORP | 株式-金融 | 0.70% | — | -2.29% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.12% | +34.91% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.67% | — | +1.60% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | — | +22.91% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.67% | — | +29.61% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.66% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | — | +19.66% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.61% | -0.07% | -0.44% | |
| 44 | MS | Morgan Stanley | 株式-金融 | 0.59% | — | +60.38% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.55% | — | +48.23% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | +0.05% | — | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.55% | -0.10% | +25.34% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +4.10% | |
| 49 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-その他 | 0.51% | — | -3.66% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.51% | +0.06% | +6.92% |