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 | 15.19% | -1.58% | +1.49% | |
| 2 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 8.63% | -0.13% | -0.64% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-その他 | 7.54% | +0.09% | +1.27% | |
| 4 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 7.45% | +0.03% | +1.43% | |
| 5 | TRPA | Hartford Aaa Clo ETF | ETF-その他 | 7.40% | +0.05% | +1.32% | |
| 6 | EQWL | Invesco S&p 100 Equal Weight | ETF-その他 | 4.90% | -0.18% | -0.99% | |
| 7 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 4.75% | +0.21% | -2.95% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.42% | — | +97.19% | |
| 9 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-その他 | 4.08% | +0.08% | +2.94% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-その他 | 3.48% | -0.12% | +1.09% | |
| 11 | AIRR | First Trust Rba American Ind | ETF-その他 | 2.55% | +0.29% | -0.21% | |
| 12 | IAK | Ishares U.s. Insurance ETF | ETF-その他 | 2.32% | +0.09% | +3.19% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.95% | -0.27% | -0.76% | |
| 14 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.81% | +0.13% | +3.08% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.80% | +0.12% | +1.24% | |
| 16 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 1.79% | +0.06% | +1.33% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.51% | — | +2.13% | |
| 18 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-その他 | 1.19% | +0.18% | -1.52% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.17% | -0.12% | -0.05% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | -0.12% | -1.76% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.04% | -0.19% | +0.86% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.99% | -0.08% | +0.67% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.94% | -0.22% | -0.77% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.93% | -0.08% | -1.09% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | -0.06% | +3.58% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | -0.10% | -1.07% | |
| 27 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.63% | — | +1.78% | |
| 28 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.52% | -0.05% | -5.62% | |
| 29 | EOSE | Eos Energy Enterprises INC | 株式-その他 | 0.48% | -0.32% | +13.92% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | -0.05% | +1.10% | |
| 31 | SHOP | Shopify INC - Class A | 株式-IT | 0.45% | -0.10% | -2.48% | |
| 32 | ACIO | Aptus Collared Invest Opp | ETF-その他 | 0.45% | -0.09% | +0.02% | |
| 33 | OUSM | Alps Oshares US Small-cap Qu | ETF-その他 | 0.35% | — | -10.33% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.31% | -0.20% | -2.59% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | +0.08% | |
| 36 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.29% | — | — | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.05% | +0.13% | |
| 38 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 0.28% | — | -14.15% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.11% | +0.30% | |
| 40 | IGRO | Ishares Intl Div Growth ETF | ETF-その他 | 0.27% | — | +0.11% | |
| 41 | MMM | 3m Co | 株式-資本財 | 0.26% | — | — | |
| 42 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.24% | -0.03% | -5.34% | |
| 43 | APD | Air Products & Chemicals INC | 株式-素材 | 0.24% | +0.04% | — | |
| 44 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.23% | — | -2.78% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.22% | — | — | |
| 46 | BRNY | Burney US Factor Rotation | ETF-その他 | 0.22% | — | -10.66% | |
| 47 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.21% | +0.05% | +4.35% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.20% | -0.03% | +3.05% | |
| 49 | URA | Global X Uranium ETF | ETF-その他 | 0.19% | +0.12% | -3.32% | |
| 50 | MU | Micron Technology INC | 株式-IT | 0.16% | — | +6.87% |