CIK: 0001846994
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 | RDVY | First Trust Rising Dividend | ETF-その他 | 12.73% | — | +13.41% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 8.96% | — | +7.91% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 7.23% | — | +10.97% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 6.18% | -0.71% | +0.60% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.40% | -0.02% | +7.94% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.11% | — | +2.65% | |
| 7 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 4.60% | — | -3.14% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.43% | -1.06% | +15.50% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.79% | -0.64% | -10.85% | |
| 10 | TSLA | Tesla INC | 株式-一般消費財 | 3.76% | — | -0.72% | |
| 11 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 3.50% | -1.62% | EXIT | |
| 12 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 3.19% | — | +46.95% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.89% | -0.05% | +4.05% | |
| 14 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.39% | -0.34% | +4.26% | |
| 15 | FEMB | First Trust Emerging Markets | ETF-新興国市場 | 2.09% | — | +17.71% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | -0.16% | -2.66% | |
| 17 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.90% | — | +115.87% | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.71% | -0.20% | -0.14% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.65% | -0.10% | — | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.27% | — | -1.29% | |
| 21 | FMB | First Trust Managed Municipa | ETF-その他 | 1.03% | — | -22.32% | |
| 22 | FMHI | First Trust Municipal High I | ETF-その他 | 0.87% | — | +7.86% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | +0.04% | |
| 24 | GIS | General Mills INC | 株式-生活必需品 | 0.85% | -0.13% | -49.16% | |
| 25 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 0.83% | -0.01% | +13.20% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.77% | -0.11% | +9.52% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | — | — | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.62% | — | — | |
| 29 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.62% | — | +6.63% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | -0.06% | -1.71% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.55% | — | -6.63% | |
| 32 | LDSF | First Tr Low Duration St-etf | ETF-その他 | 0.54% | — | -73.97% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.54% | — | — | |
| 34 | ARKW | Ark Next Generation Internet | ETF-その他 | 0.51% | — | -1.26% | |
| 35 | PNR | Pentair plc | 株式-資本財 | 0.50% | — | — | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.43% | — | +2.53% | |
| 37 | ECL | Ecolab INC | 株式-素材 | 0.43% | -0.01% | — | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.41% | — | — | |
| 39 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.40% | — | — | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.39% | — | -3.57% | |
| 41 | DEUS | Xtrackers Russell US Multi | ETF-その他 | 0.37% | — | -20.98% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.32% | — | -2.18% | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.31% | -0.02% | — | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.31% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.29% | — | +2.91% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | -0.01% | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.27% | — | +0.24% | |
| 48 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.26% | — | — | |
| 49 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.26% | — | -37.14% | |
| 50 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.26% | — | -0.17% |