CIK: 0001797734
申告総資産額
$1.6億
| # | 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 19.06% | -1.20% | +0.29% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-その他 | 13.17% | +0.19% | +4.17% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 11.33% | -0.15% | +0.87% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 9.32% | -0.19% | +0.28% | |
| 5 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 7.61% | — | +0.63% | |
| 6 | QQQJ | Invesco Nasdaq Next Gen 100 | ETF-テック型 | 6.42% | +0.05% | +0.75% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 5.93% | +0.30% | +0.53% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.73% | +0.32% | +0.77% | |
| 9 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 4.68% | +0.02% | +2.98% | |
| 10 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 3.91% | +0.44% | +98.18% | |
| 11 | USIG | Ishares Broad Usd Investment | ETF-その他 | 3.33% | +0.19% | +0.83% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.76% | +0.03% | +0.92% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.02% | -0.12% | -1.99% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.05% | +0.10% | — | |
| 15 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.74% | — | -8.48% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.51% | — | -12.38% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.46% | — | -6.76% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.46% | +0.01% | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.40% | — | — | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.32% | — | — | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | — | |
| 22 | FMB | First Trust Managed Municipa | ETF-その他 | 0.27% | — | -38.07% | |
| 23 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.23% | -0.06% | — |