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 | 7.98% | +6.15% | +13.37% | |
| 2 | CGXU | Cap Group Intl Focus | ETF-その他 | 5.00% | — | -0.05% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.23% | — | -34.92% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.98% | -0.77% | +3.58% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.86% | -0.80% | +8.16% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.47% | — | +80.84% | |
| 7 | RWJ | Invesco S&p Smallcap 600 | ETF-その他 | 2.40% | — | +156.47% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.19% | — | +8.95% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.89% | — | +3.37% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.83% | — | +3466.30% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.82% | — | -34.81% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.75% | — | -1.16% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.74% | — | +2.35% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.62% | — | -1.29% | |
| 15 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.55% | — | +11.88% | |
| 16 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 1.43% | — | +15.97% | |
| 17 | CAT | Caterpillar INC | 株式-資本財 | 1.37% | -0.96% | +1.67% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.37% | — | +132.64% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.35% | -1.30% | +0.60% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.25% | -0.16% | +1708.65% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | -1.55% | +10.30% | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 1.17% | — | — | |
| 23 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.12% | -0.59% | EXIT | |
| 24 | MSI | Motorola Solutions INC | 株式-IT | 1.07% | — | +1.13% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | — | +20.92% | |
| 26 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.04% | -0.58% | EXIT | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.04% | — | +995.57% | |
| 28 | ETN | Eaton Corporation plc | 株式-資本財 | 1.01% | — | +1.22% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 1.01% | -1.26% | +8.25% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | -0.32% | +10.18% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.98% | -0.78% | -1.53% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.96% | -0.65% | +6.44% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.93% | — | +1.05% | |
| 34 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.92% | — | +3.11% | |
| 35 | F | Ford Motor Co | 株式-一般消費財 | 0.90% | — | -0.05% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | — | +5.56% | |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.86% | -0.60% | EXIT | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.86% | — | +1596.85% | |
| 39 | MDT | Medtronic plc | 株式-ヘルスケア | 0.83% | — | +2.00% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | -0.86% | EXIT | |
| 41 | LHX | L3harris Technologies INC | 株式-資本財 | 0.82% | — | +145.84% | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.81% | — | +2.29% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.80% | — | +2.13% | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.78% | — | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.76% | — | -0.33% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.73% | -0.42% | +7.23% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.71% | — | +4.30% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | — | +2.09% | |
| 49 | TTC | Toro Co | 株式-資本財 | 0.70% | — | — | |
| 50 | RFV | Invesco S&p Midcap 400 Pure | ETF-その他 | 0.69% | — | -5.40% |