CIK: 0001805250
申告総資産額
$6.2億
| # | 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 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 9.20% | +6.15% | -2.75% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.40% | — | -0.54% | |
| 3 | CGXU | Cap Group Intl Focus | ETF-その他 | 5.83% | — | +33.48% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.87% | -0.77% | +4.13% | |
| 5 | HD | Home Depot INC | 株式-一般消費財 | 3.79% | — | +70.80% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.77% | -0.80% | +2.46% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.53% | — | +2.17% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.49% | — | -0.66% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.26% | — | +96.34% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.06% | — | +2.14% | |
| 11 | CAT | Caterpillar INC | 株式-資本財 | 2.01% | -0.96% | +2.00% | |
| 12 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.92% | — | — | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.86% | — | +7.52% | |
| 14 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.65% | -0.59% | EXIT | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.57% | -0.58% | EXIT | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.53% | — | +3.22% | |
| 17 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 1.51% | — | +1.10% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.48% | — | -2.00% | |
| 19 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.36% | — | -1.65% | |
| 20 | MSI | Motorola Solutions INC | 株式-IT | 1.35% | — | +3.59% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | -1.55% | +5.30% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 1.21% | -1.30% | -23.52% | |
| 23 | PXI | Invesco Dorsey Wright Energy | ETF-その他 | 1.17% | — | -7.84% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.17% | — | +3.76% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 1.15% | — | +6.33% | |
| 26 | GS | Goldman Sachs Group INC | 株式-金融 | 1.15% | — | +4.35% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.10% | — | -2.15% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.07% | — | +22.77% | |
| 29 | ETN | Eaton Corporation plc | 株式-資本財 | 1.05% | — | +4.46% | |
| 30 | CB | Chubb Limited | 株式-金融 | 1.04% | — | +2.75% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 1.03% | — | +4.76% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | +370.00% | |
| 33 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.89% | — | +6.70% | |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.88% | -0.60% | EXIT | |
| 35 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.86% | — | -2.17% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.85% | — | +4.97% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.85% | -0.65% | +683.80% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.83% | -0.42% | -0.02% | |
| 39 | F | Ford Motor Co | 株式-一般消費財 | 0.79% | — | +5.52% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.79% | — | -14.12% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.74% | — | -3.41% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.73% | — | -62.28% | |
| 43 | MDT | Medtronic plc | 株式-ヘルスケア | 0.72% | — | — | |
| 44 | TGT | Target CORP | 株式-一般消費財 | 0.72% | — | +9.65% | |
| 45 | DVN | Devon Energy CORP | 株式-エネルギー | 0.69% | — | — | |
| 46 | PSL | Invesco Dorsey Wright Consum | ETF-その他 | 0.59% | — | -0.31% | |
| 47 | HAL | Halliburton Co | 株式-エネルギー | 0.58% | — | +2.14% | |
| 48 | ALTL | Pacer Lunt Large Cap Alterna | ETF-大型株・グロース | 0.54% | — | -49.96% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.53% | — | -0.03% | |
| 50 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.53% | -0.54% | EXIT |