CIK: 0001770532
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 | 35.79% | -3.65% | +8.00% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 10.88% | -0.20% | +6.70% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 10.75% | — | +0.91% | |
| 4 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 7.01% | — | +26.15% | |
| 5 | EDOW | First Trust Dow 30 Eql Wght | ETF-その他 | 4.35% | — | — | |
| 6 | FLV | American Century Focused Lar | ETF-その他 | 4.33% | — | — | |
| 7 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-テック型 | 3.55% | — | — | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 3.54% | — | +17.31% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.53% | — | +14.51% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.36% | -0.17% | +3.88% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.23% | — | -6.09% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.94% | — | — | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.81% | — | — | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | +2.09% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | — | +2.86% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.10% | +4.81% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | +11.78% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | +5.68% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | -0.11% | +15.03% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | +7.74% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | — | +12.30% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | +5.02% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | -3.59% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.45% | +0.11% | -78.07% | |
| 25 | XBKNX | Blackrock Invest Qlty Muni | 株式-その他 | 0.39% | — | -2.61% | |
| 26 | MMIN | Nyli Mackay Muni Insured ETF | ETF-その他 | 0.39% | — | +12.52% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.33% | — | -5.82% | |
| 28 | FMB | First Trust Managed Municipa | ETF-その他 | 0.26% | — | -1.92% | |
| 29 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.23% | — | -3.19% | |
| 30 | ARKG | Ark Genomic Revolution ETF | ETF-その他 | 0.20% | — | +66.73% | |
| 31 | LIT | Global X Lithium & Battery T | ETF-その他 | 0.17% | — | +136.66% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.16% | — | — | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.15% | — | -15.23% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.15% | — | +0.83% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.11% | — | — | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.10% | — | — | |
| 37 | IBUY | Amplify Online Retail ETF | ETF-その他 | 0.10% | — | — | |
| 38 | BATT | Amplify Lithium Battery Tech | ETF-テック型 | 0.10% | — | — | |
| 39 | ✓ | Exchange Traded Concepts Tru | 株式-その他 | 0.09% | — | — | |
| 40 | ROBO | Robo Global Robotics And Aut | ETF-その他 | 0.09% | — | — | |
| 41 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.08% | — | +0.65% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.08% | — | — | |
| 43 | ✓ | Innovator S&P Invt Gra | 株式-その他 | 0.08% | — | +179.17% | |
| 44 | PTBD | Pacer Trendpilot US Bond ETF | ETF-その他 | 0.08% | — | +184.77% | |
| 45 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 0.07% | — | -5.84% | |
| 46 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.07% | — | — | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.07% | +0.05% | — | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.06% | — | +10.53% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.06% | — | — | |
| 50 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.06% | +0.07% | +14.29% |