CIK: 0001842357
申告総資産額
$2.8億
| # | 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 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 17.59% | -0.43% | — | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 16.16% | -0.20% | — | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 10.90% | +0.58% | — | |
| 4 | IHDG | Wisdomtree International Hed | ETF-その他 | 9.32% | -0.18% | — | |
| 5 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 6.82% | -0.01% | — | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 6.48% | -0.50% | — | |
| 7 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 6.46% | -0.18% | — | |
| 8 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型株 | 4.31% | — | — | |
| 9 | FXL | First Trust Technology Alpha | ETF-テック型 | 3.70% | +0.33% | — | |
| 10 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 3.52% | — | — | |
| 11 | AAPL | Apple INC | 株式-IT | 3.33% | +0.07% | +971.27% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.31% | +0.31% | +68.22% | |
| 13 | FTGC | First Trust Global Tactical | ETF-その他 | 3.25% | -3.29% | EXIT | |
| 14 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.26% | — | — | |
| 15 | FXO | First Trust Financial Alphad | ETF-その他 | 1.19% | — | — | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 0.57% | +0.01% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | -0.03% | — | |
| 18 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.41% | -0.02% | — | |
| 19 | STT | State Street CORP | 株式-金融 | 0.34% | +0.06% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.27% | +0.04% | -95.88% | |
| 21 | ✓ | 株式-その他 | 0.19% | — | — | ||
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.19% | +0.06% | — |