CIK: 0001770532
申告総資産額
$4.2億
上位200銘柄を表示中（全223銘柄）
| # | 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 | 35.52% | -3.65% | +46.33% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.55% | -0.25% | +8.17% | |
| 3 | PALC | Pacer Lunt Lrg Cap Multi-fac | ETF-その他 | 7.26% | — | +9.47% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 7.16% | — | +20.55% | |
| 5 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型株・グロース | 7.10% | — | +9.98% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.35% | -0.20% | +8.26% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.18% | — | +5.93% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.69% | — | -7.85% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.15% | — | +11.08% | |
| 10 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.93% | +0.09% | NEW | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.21% | — | -64.98% | |
| 12 | AAPL | Apple INC | 株式-IT | 0.95% | -0.17% | +0.87% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.89% | — | +2.73% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.82% | -0.10% | +6.47% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | — | +5.24% | |
| 16 | CAT | Caterpillar INC | 株式-資本財 | 0.74% | +0.10% | +13.55% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.72% | +0.07% | NEW | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | — | — | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | — | — | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.50% | — | +8.34% | |
| 21 | TAXF | American Century Diver Muni | ETF-その他 | 0.49% | — | +9.72% | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.48% | — | +6.07% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.48% | — | — | |
| 24 | FMB | First Trust Managed Municipa | ETF-その他 | 0.48% | — | +15.06% | |
| 25 | MUST | Columbia Multi-sect Muni INC | ETF-その他 | 0.47% | — | +4.62% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.36% | — | — | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.32% | +0.11% | +4.88% | |
| 28 | PFLD | Aam Low Dur Pref & INC Sec | ETF-その他 | 0.28% | — | +181.80% | |
| 29 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.17% | — | -14.38% | |
| 30 | IHAK | Ishares Cybersecurity & Tech | ETF-テック型 | 0.15% | — | +15.95% | |
| 31 | PAVE | Global X US Infrastructure | ETF-その他 | 0.14% | — | +35.16% | |
| 32 | TACK | Fairlead Tactical Sector ETF | ETF-その他 | 0.14% | — | +323.63% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.14% | — | +12.07% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.13% | — | +42.37% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.12% | -0.11% | +31.41% | |
| 36 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.12% | — | +6.02% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.10% | — | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.10% | — | — | |
| 39 | F | Ford Motor Co | 株式-一般消費財 | 0.10% | — | +57.27% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.09% | — | +1900.00% | |
| 41 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.08% | — | -5.50% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.08% | — | — | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.08% | — | +12.65% | |
| 44 | UFOX | Defiance Connective Tech ETF | ETF-テック型 | 0.07% | — | -7.35% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.07% | — | -24.09% | |
| 46 | MOS | Mosaic Co/the | 株式-素材 | 0.07% | — | +19.15% | |
| 47 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.07% | +0.07% | +158.31% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.06% | — | +432.75% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.06% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.06% | — | +0.62% |