CIK: 0001909800
申告総資産額
$2.9億
| # | 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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 13.38% | -1.31% | +56.77% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 12.04% | -1.28% | +6.06% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.75% | — | +3.78% | |
| 4 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 4.86% | -0.36% | +310.61% | |
| 5 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 4.68% | +0.17% | +10.97% | |
| 6 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 4.62% | — | +1.01% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.38% | -0.33% | -0.77% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.16% | — | +6.27% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.63% | -0.54% | -1.32% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-その他 | 3.53% | +0.05% | +1.58% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 3.17% | — | +3.88% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.82% | -0.30% | -1.00% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 2.32% | — | -3.82% | |
| 14 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.00% | — | +4.88% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.84% | — | +17.07% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.72% | -0.13% | -5.69% | |
| 17 | XBIL | F/m US Treasury 6 Month Bill | ETF-政府公債 | 1.63% | -0.12% | — | |
| 18 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.58% | +0.12% | -2.81% | |
| 19 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.56% | — | -3.34% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.26% | — | -8.91% | |
| 21 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.25% | — | -3.45% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | -0.16% | -9.99% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.91% | — | -14.79% | |
| 24 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.86% | — | -10.85% | |
| 25 | BSMO | Invesco Bulletshares 2024 Mb | ETF-その他 | 0.85% | — | -14.82% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.83% | — | +2.30% | |
| 27 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.81% | — | +6.28% | |
| 28 | ✓ | Invesco | 株式-その他 | 0.72% | — | -3.84% | |
| 29 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.71% | — | -8.21% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.68% | — | -2.69% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | — | |
| 32 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.51% | — | -32.98% | |
| 33 | O | Realty Income CORP | 株式-不動産 | 0.50% | — | +17.22% | |
| 34 | RSPU | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.43% | +0.09% | +86.37% | |
| 35 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.42% | — | +44.74% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.42% | — | -8.75% | |
| 37 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 0.42% | — | -0.29% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.34% | — | +0.16% | |
| 39 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.32% | -0.15% | -5.26% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | — | +0.67% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.31% | — | +8.17% | |
| 42 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.31% | — | +18.71% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | — | +1.86% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.29% | +0.08% | -5.49% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.28% | — | -36.03% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.27% | — | +2.02% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.26% | — | +0.35% | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.26% | — | -1.30% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.25% | — | — | |
| 50 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.24% | — | — |