CIK: 0001792851
申告総資産額
$3.3億
| # | 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 13.51% | -1.58% | +4.70% | |
| 2 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 9.61% | -0.13% | +0.10% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-その他 | 9.01% | +0.09% | +4.46% | |
| 4 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 8.99% | +0.03% | +5.24% | |
| 5 | TRPA | Hartford Aaa Clo ETF | ETF-その他 | 8.81% | +0.05% | +4.77% | |
| 6 | EQWL | Invesco S&p 100 Equal Weight | ETF-その他 | 7.43% | -0.18% | -23.94% | |
| 7 | TIME | Clockwise U.s. Core Equity E | ETF-その他 | 4.86% | — | — | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.03% | — | +12.27% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 2.92% | +0.21% | +14.78% | |
| 10 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-その他 | 2.52% | +0.08% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.27% | -0.27% | +0.68% | |
| 12 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 1.91% | +0.09% | +6.97% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.86% | -0.12% | — | |
| 14 | AIRR | First Trust Rba American Ind | ETF-その他 | 1.85% | +0.29% | +3.95% | |
| 15 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 1.76% | +0.06% | — | |
| 16 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 1.44% | — | +7.00% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.42% | +0.12% | — | |
| 18 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.30% | -0.05% | -62.03% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.22% | -0.22% | +5.90% | |
| 20 | IXC | Ishares Global Energy ETF | ETF-その他 | 1.21% | — | -1.56% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.94% | -0.08% | -2.56% | |
| 22 | OUSM | Alps Oshares US Small-cap Qu | ETF-その他 | 0.76% | — | -65.71% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.73% | -0.12% | -1.09% | |
| 24 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-その他 | 0.69% | +0.18% | +8.48% | |
| 25 | URA | Global X Uranium ETF | ETF-その他 | 0.65% | +0.12% | +8.12% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.06% | -1.59% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.54% | -0.08% | +828.69% | |
| 28 | BRNY | Burney US Factor Rotation | ETF-その他 | 0.51% | — | -19.63% | |
| 29 | CPRT | Copart INC | 株式-資本財 | 0.49% | -0.09% | EXIT | |
| 30 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 0.46% | -0.09% | -1.79% | |
| 31 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.45% | — | -7.67% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.12% | -12.17% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | -0.05% | +1.20% | |
| 34 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.32% | — | +54.98% | |
| 35 | APD | Air Products & Chemicals INC | 株式-素材 | 0.30% | +0.04% | — | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | -0.52% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | +0.11% | +0.06% | |
| 38 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.25% | — | +0.17% | |
| 39 | DIVY | Sound Equity Dividend Income | ETF-その他 | 0.25% | — | -19.67% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | +0.05% | +0.19% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.21% | -0.10% | -18.91% | |
| 42 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 0.20% | — | -66.19% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.20% | — | — | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.19% | — | — | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.19% | — | — | |
| 46 | ODFL | Old Dominion Freight Line | 株式-資本財 | 0.17% | +0.03% | — | |
| 47 | TREX | Trex Company INC | 株式-資本財 | 0.17% | — | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.15% | — | -0.97% | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.14% | — | -33.27% | |
| 50 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.14% | — | +0.27% |