CIK: 0001964530
申告総資産額
$3.0億
| # | 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 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 13.17% | -3.63% | -4.35% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 11.65% | -1.74% | -4.64% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 6.31% | +0.82% | -1.03% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 4.42% | +1.11% | -6.43% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.16% | -0.78% | -1.80% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.45% | -0.46% | -6.70% | |
| 7 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.16% | — | -68.78% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.06% | — | — | |
| 9 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.85% | -1.16% | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.84% | -0.01% | +205.85% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.62% | +9.29% | -7.33% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.42% | — | +1.74% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.19% | — | -76.03% | |
| 14 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.91% | — | +22.00% | |
| 15 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.90% | -0.81% | — | |
| 16 | EWW | Ishares Msci Mexico ETF | ETF-その他 | 1.88% | — | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.80% | -0.57% | -1.14% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.45% | -0.30% | -17.33% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.44% | — | -0.56% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.40% | — | — | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.36% | +3.81% | -9.48% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.29% | +0.93% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.01% | — | -1.65% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.00% | — | -6.44% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.94% | — | -4.28% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | +0.22% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | -0.27% | -1.74% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | — | -4.05% | |
| 29 | VDE | Vanguard Energy ETF | ETF-その他 | 0.78% | — | -89.56% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.62% | — | -0.33% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | — | +3.34% | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.58% | — | +49.83% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | — | -4.88% | |
| 34 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.53% | — | — | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | — | -61.66% | |
| 36 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.49% | — | — | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.48% | — | -3.79% | |
| 38 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.47% | — | — | |
| 39 | MTB | M & T Bank CORP | 株式-金融 | 0.46% | — | +0.18% | |
| 40 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.44% | — | -0.43% | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.44% | — | -10.22% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | +3.91% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +0.13% | +3.89% | |
| 44 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.41% | — | — | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | -11.29% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.36% | — | — | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.36% | — | -2.51% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | — | +2.10% | |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.30% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | +0.02% | +1.16% |