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 | 5.09% | -0.17% | -4.12% | |
| 2 | AVDE | Avantis International Equity | ETF-その他 | 3.67% | +0.05% | +0.64% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 3.54% | — | -5.66% | |
| 4 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 3.35% | — | +12.59% | |
| 5 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.22% | — | -4.31% | |
| 6 | SMIG | Bahl & Gaynor S/m INC Growth | ETF-その他 | 3.18% | +0.03% | -3.88% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.96% | +0.06% | -0.54% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.93% | +0.15% | +1.96% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.75% | -0.18% | -0.33% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 2.32% | — | -5.87% | |
| 11 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 2.31% | -0.12% | -3.54% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.14% | -0.13% | -5.06% | |
| 13 | PPA | Invesco Aerospace & Defense | ETF-その他 | 2.12% | — | -0.89% | |
| 14 | MEMX | Matthews Em Ex China Active | ETF-新興国市場 | 2.11% | — | +2.61% | |
| 15 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 2.06% | +0.02% | -1.65% | |
| 16 | TFLR | T Rowe Price Floating Rt ETF | ETF-その他 | 2.03% | +0.01% | — | |
| 17 | FTGC | First Trust Global Tactical | ETF-その他 | 1.96% | — | — | |
| 18 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 1.88% | — | +2.56% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.82% | -0.27% | +1.28% | |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.82% | +0.05% | -17.16% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.75% | -0.07% | +193.39% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.61% | — | -11.17% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.57% | — | -0.11% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.55% | — | -9.33% | |
| 25 | REZ | Ishars Res And Multi Reales | ETF-その他 | 1.53% | +0.07% | -24.96% | |
| 26 | OUSM | Alps Oshares US Small-cap Qu | ETF-その他 | 1.45% | +0.06% | — | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.32% | — | -0.39% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | -0.18% | -0.73% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.15% | — | — | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.11% | — | — | |
| 31 | INDS | Pacer Industrial Real Estate | ETF-その他 | 1.09% | +0.10% | -25.92% | |
| 32 | RQI | Cohen & Steers Qual INC Rlty | 株式-その他 | 1.07% | +0.18% | -19.51% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | -0.09% | +9.11% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | — | +9.35% | |
| 35 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.88% | — | -7.91% | |
| 36 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.84% | — | -5.72% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.82% | -0.08% | — | |
| 38 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.73% | — | -6.78% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | — | +0.24% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | -0.12% | +8.10% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.67% | — | +26.41% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | — | +2.92% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.65% | -0.10% | +4.54% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.63% | — | -1.01% | |
| 45 | ARCC | Ares Capital CORP | 株式-金融 | 0.60% | — | -0.46% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | — | -1.77% | |
| 47 | MS | Morgan Stanley | 株式-金融 | 0.58% | — | +1.68% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | +2.28% | |
| 49 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.55% | — | +35.46% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.51% | — | +2.41% |