CIK: 0001951368
申告総資産額
$4.2億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.86% | +0.43% | +3.56% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.76% | -0.12% | -0.15% | |
| 3 | FVD | First Trust Value Line Dvd | ETF-その他 | 5.09% | — | +10.89% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 4.92% | -0.29% | +6.09% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.78% | — | +22.51% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.77% | — | +47.51% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 3.47% | — | +24.99% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.69% | — | +3.92% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.46% | — | +1.50% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.43% | — | — | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 2.18% | — | +65.87% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.10% | — | +45.88% | |
| 13 | MBB | Ishares Mbs ETF | ETF-その他 | 1.97% | — | +34.16% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.88% | — | +25.02% | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.71% | — | -10.53% | |
| 16 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.70% | — | +29.85% | |
| 17 | PAVE | Global X US Infrastructure | ETF-その他 | 1.62% | — | -2.54% | |
| 18 | IXG | Ishares Global Financials Et | ETF-その他 | 1.42% | — | +4.15% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.28% | — | -23.49% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.25% | -0.14% | +0.42% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.14% | — | +5.98% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.11% | — | +51.16% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.05% | — | +204.15% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.01% | — | +18.08% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.01% | — | -65.32% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | +46.43% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.90% | — | +55.12% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.84% | -0.20% | +18.82% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.82% | — | +10.80% | |
| 30 | FISV | Fiserv INC | 株式-その他 | 0.81% | — | -0.04% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | -0.09% | +6.12% | |
| 32 | MCN | Xai Madison Equity Premium I | 株式-その他 | 0.77% | — | +9840.70% | |
| 33 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 0.66% | — | +5.72% | |
| 34 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 0.64% | — | -0.34% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | +1.05% | |
| 36 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.61% | — | +0.29% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | -0.46% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | +5.14% | |
| 39 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.57% | — | +41.25% | |
| 40 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.55% | — | +19.49% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.55% | — | -33.76% | |
| 42 | XBOEX | Blackrock Enh Glbl Dvd Tr | 株式-その他 | 0.53% | — | -0.48% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | — | +1.72% | |
| 44 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.50% | — | -13.65% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | -0.97% | |
| 46 | GOVI | Invesco Equal Weight 0-30 Yr | ETF-その他 | 0.48% | — | +24.25% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.47% | — | — | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | — | +0.07% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.45% | -0.15% | +1.03% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | — | -46.81% |