CIK: 0001878326
申告総資産額
$1.7億
| # | 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 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 10.89% | -0.65% | +1.66% | |
| 2 | FXU | First Trust Utilities Alphad | ETF-その他 | 4.60% | +0.02% | +8.53% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.86% | -1.21% | +61.81% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.84% | -0.26% | +7.80% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.77% | -0.25% | +9.31% | |
| 6 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 3.73% | +0.04% | +12.01% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.56% | -0.28% | +6.91% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 3.53% | +0.10% | +4.90% | |
| 9 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 3.22% | -0.29% | +7.94% | |
| 10 | LNT | Alliant Energy CORP | 株式-公益事業 | 3.08% | +0.07% | +11.01% | |
| 11 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 2.85% | +0.21% | +5.19% | |
| 12 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 2.85% | -0.04% | +7.59% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.63% | -0.01% | +5.00% | |
| 14 | POWA | Invesco Bloomberg Pricing Po | ETF-その他 | 2.57% | -0.16% | +5.68% | |
| 15 | FTCS | First Trust Capital Strength | ETF-その他 | 2.42% | -0.05% | +6.47% | |
| 16 | AAPL | Apple INC | 株式-IT | 2.33% | — | -2.76% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.20% | -0.08% | +14.48% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.18% | -0.08% | +13.24% | |
| 19 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-その他 | 2.14% | +0.37% | +12.22% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.12% | +0.37% | +12.54% | |
| 21 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 2.10% | -0.14% | +7.36% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.03% | — | -0.05% | |
| 23 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 1.85% | — | +5.67% | |
| 24 | INDA | Ishares Msci India ETF | ETF-その他 | 1.83% | — | +14.77% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.74% | — | +2.66% | |
| 26 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 1.71% | — | +7.43% | |
| 27 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 1.55% | — | +9.81% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.43% | — | +5.79% | |
| 29 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 1.39% | — | +12.03% | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.35% | -0.11% | +11.76% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.21% | — | +15.71% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.18% | +0.08% | +14.92% | |
| 33 | UDN | Invesco Db US Dollar Index B | ETF-大型株・グロース | 0.84% | — | +2.58% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.81% | -0.25% | +13.51% | |
| 35 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 0.61% | — | +36.86% | |
| 36 | KBA | Kraneshares Bosera Msci Chin | ETF-その他 | 0.59% | — | +28.28% | |
| 37 | FMB | First Trust Managed Municipa | ETF-その他 | 0.59% | — | — | |
| 38 | ET | Energy Transfer LP | 株式-エネルギー | 0.48% | — | +1.65% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.44% | — | — | |
| 40 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.43% | — | — | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | — | -0.85% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.25% | +1.29% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.40% | — | +129.11% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.37% | — | -3.77% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | — | +58.58% | |
| 46 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.32% | — | — | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | — | +450.70% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.28% | — | -0.18% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.26% | — | +0.56% | |
| 50 | MBB | Ishares Mbs ETF | ETF-その他 | 0.25% | — | +4.30% |