CIK: 0001841991
申告総資産額
$9.1億
| # | 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 | XLE | Ss Energy Select Sector | ETF-その他 | 12.64% | — | +26.20% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 9.90% | — | +19.51% | |
| 3 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 9.27% | — | +5.24% | |
| 4 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 8.79% | — | +7.49% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.78% | — | +14.02% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.22% | — | -16.26% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 3.60% | — | -21.72% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.24% | — | +14.93% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.87% | — | +50.59% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.19% | — | +25.32% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.77% | — | -21.93% | |
| 12 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.73% | — | -18.36% | |
| 13 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.65% | — | -29.57% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.29% | — | -11.58% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.27% | — | -14.17% | |
| 16 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 1.27% | — | -18.69% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.07% | — | +18.28% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.05% | — | +30.22% | |
| 19 | PPA | Invesco Aerospace & Defense | ETF-その他 | 1.00% | — | -14.63% | |
| 20 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 0.91% | — | -22.23% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.87% | — | -19.00% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.66% | — | +3.05% | |
| 23 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.65% | — | -30.90% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.64% | — | +47.71% | |
| 25 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.62% | — | -27.39% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | -25.76% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.53% | — | -10.73% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | +82.47% | |
| 29 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.46% | — | -1.34% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +2.48% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | -10.21% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.44% | — | +3.82% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | +108.85% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.42% | — | +111.73% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.41% | — | -5.31% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.40% | — | -19.81% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | — | -4.50% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | +35.20% | |
| 39 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.37% | — | -25.50% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | — | +43.95% | |
| 41 | LEAD | Siren Divcon Leaders Dividen | ETF-その他 | 0.36% | — | -33.55% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | — | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.35% | — | — | |
| 44 | PAVE | Global X US Infrastructure | ETF-その他 | 0.34% | — | -96.04% | |
| 45 | XBMEX | Blackrock Health Sciences | 株式-その他 | 0.31% | — | -2.15% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | — | +1856.66% | |
| 47 | IGPT | Invesco Ai And Next Gen Soft | ETF-その他 | 0.30% | — | -30.51% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.27% | — | +87.63% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.27% | — | — | |
| 50 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.27% | — | — |