CIK: 0001889147
申告総資産額
$5.7億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 8.99% | — | +70.21% | |
| 2 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 6.59% | — | +9.66% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.25% | -0.23% | — | |
| 4 | FPEI | First Trust Institutional Pr | ETF-その他 | 4.18% | — | -1.39% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.54% | -0.21% | +20.72% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.53% | -0.26% | +21.84% | |
| 7 | GS | Goldman Sachs Group INC | 株式-金融 | 2.40% | -0.17% | -1.57% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 2.20% | +0.13% | +17.73% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.00% | — | +1.16% | |
| 10 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.90% | -0.15% | -4.53% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.88% | +0.14% | +10.25% | |
| 12 | DE | Deere & Co | 株式-資本財 | 1.73% | +0.15% | -1.79% | |
| 13 | AMD | Advanced Micro Devices | 株式-IT | 1.64% | — | +2.02% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.24% | -2.92% | |
| 15 | VRSN | Verisign INC | 株式-IT | 1.58% | — | -4.90% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.55% | -0.13% | -1.04% | |
| 17 | PGHY | Invesco Global Ex US High Yi | ETF-その他 | 1.50% | — | -31.47% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.44% | — | -27.42% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | -0.20% | -1.45% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | +0.23% | -2.98% | |
| 21 | DTEC | Alps Disruptive Technologies | ETF-テック型 | 1.35% | — | -14.51% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.24% | — | -3.05% | |
| 23 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.21% | — | -23.75% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.20% | — | -3.54% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 1.08% | — | -7.53% | |
| 26 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.08% | -0.07% | -0.02% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.05% | — | -5.54% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.99% | +0.06% | -2.34% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.97% | -0.15% | -28.56% | |
| 30 | LIN | Linde plc | 株式-素材 | 0.96% | +0.07% | — | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.94% | -0.12% | -1.33% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.93% | — | -0.08% | |
| 33 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.92% | +0.11% | -21.74% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.91% | — | -0.40% | |
| 35 | SWKS | Skyworks Solutions INC | 株式-IT | 0.90% | — | -0.63% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.87% | -0.13% | +4.65% | |
| 37 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.85% | — | -7.69% | |
| 38 | BUG | Global X Cybersecurity ETF | ETF-その他 | 0.85% | — | -14.66% | |
| 39 | GD | General Dynamics CORP | 株式-資本財 | 0.81% | — | -3.60% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | — | -15.69% | |
| 41 | EMR | Emerson Electric Co | 株式-資本財 | 0.79% | — | -5.03% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | -5.37% | |
| 43 | IDU | Ishares US Utilities ETF | ETF-その他 | 0.67% | — | -8.78% | |
| 44 | GE | General Electric | 株式-資本財 | 0.64% | -0.10% | -5.54% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.63% | — | -3.19% | |
| 46 | EXC | Exelon CORP | 株式-公益事業 | 0.62% | — | -11.32% | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.61% | — | -12.82% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | -13.71% | |
| 49 | FINX | Global X Fintech ETF | ETF-テック型 | 0.56% | — | -15.21% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.55% | +0.06% | +10.43% |