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 | 14.57% | -1.58% | +4.96% | |
| 2 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 9.47% | -0.13% | +1.46% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-その他 | 9.29% | +0.09% | +2.34% | |
| 4 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 8.93% | +0.03% | +3.00% | |
| 5 | TRPA | Hartford Aaa Clo ETF | ETF-その他 | 8.84% | +0.05% | +2.99% | |
| 6 | EQWL | Invesco S&p 100 Equal Weight | ETF-その他 | 5.36% | -0.18% | -8.90% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.80% | — | +1.04% | |
| 8 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-その他 | 3.32% | +0.08% | +11.26% | |
| 9 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 3.27% | +0.21% | +12.58% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.89% | -0.12% | -2.62% | |
| 11 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 2.58% | +0.09% | +6.92% | |
| 12 | AIRR | First Trust Rba American Ind | ETF-その他 | 1.98% | +0.29% | +7.73% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.79% | -0.27% | -8.33% | |
| 14 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.60% | +0.13% | +86.43% | |
| 15 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 1.55% | +0.06% | -2.86% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.55% | +0.12% | +6.24% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.18% | — | +81.68% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.11% | -0.08% | +4.08% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.12% | +7.75% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.22% | +0.24% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.86% | -0.08% | +14.88% | |
| 22 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-その他 | 0.82% | +0.18% | +14.10% | |
| 23 | TIME | Clockwise U.s. Core Equity E | ETF-その他 | 0.81% | — | -51.03% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.71% | -0.12% | +0.31% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.70% | -0.10% | +12.26% | |
| 26 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.69% | -0.05% | -21.24% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | -0.19% | +26.59% | |
| 28 | OUSM | Alps Oshares US Small-cap Qu | ETF-その他 | 0.55% | — | -14.29% | |
| 29 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.55% | — | +75.87% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | -0.06% | +1.56% | |
| 31 | CPRT | Copart INC | 株式-資本財 | 0.47% | -0.09% | EXIT | |
| 32 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 0.44% | — | -49.06% | |
| 33 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 0.43% | -0.09% | +0.04% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | -0.05% | +2.19% | |
| 35 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.33% | — | -0.23% | |
| 36 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.31% | — | -57.38% | |
| 37 | APD | Air Products & Chemicals INC | 株式-素材 | 0.31% | +0.04% | — | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.29% | -0.20% | +26.48% | |
| 39 | SHOP | Shopify INC - Class A | 株式-IT | 0.28% | -0.10% | +50.84% | |
| 40 | BRNY | Burney US Factor Rotation | ETF-その他 | 0.27% | — | -23.29% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | +0.11% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.11% | +0.01% | |
| 43 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.25% | — | +0.07% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.25% | — | — | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.23% | — | — | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | +0.05% | +0.17% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.17% | — | — | |
| 48 | MSTR | Strategy INC | 株式-IT | 0.15% | — | +11.38% | |
| 49 | ODFL | Old Dominion Freight Line | 株式-資本財 | 0.15% | +0.03% | — | |
| 50 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.15% | +0.05% | +25.20% |