CIK: 0001844831
申告総資産額
$6.5億
| # | 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 10.59% | -0.78% | +4.87% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.36% | -0.48% | +2.89% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.03% | +0.03% | +11.61% | |
| 4 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.96% | -0.11% | +11.67% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.84% | +0.09% | +8.04% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.77% | -0.28% | +1.68% | |
| 7 | DURA | Vaneck Durable High Dividend | ETF-その他 | 3.27% | — | +6.48% | |
| 8 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 2.99% | — | +264.39% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.28% | -0.15% | -0.89% | |
| 10 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 1.90% | — | +49.66% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.89% | -0.15% | +2.33% | |
| 12 | CGXU | Cap Group Intl Focus | ETF-その他 | 1.89% | +0.04% | +43.37% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.55% | — | -0.96% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.48% | -0.25% | +2.32% | |
| 15 | CGGO | Cap Group Global Growth | ETF-その他 | 1.39% | — | +34.08% | |
| 16 | FBRT | Franklin Bsp Realty Trust In | 株式-その他 | 1.34% | — | +0.36% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.31% | -0.12% | — | |
| 18 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.31% | -0.10% | +289.08% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.25% | — | +172.56% | |
| 20 | ARCC | Ares Capital CORP | 株式-金融 | 1.20% | — | +4.65% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | — | -10.78% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.00% | — | -0.50% | |
| 23 | SPG | Simon Property Group INC | 株式-不動産 | 0.97% | — | +4.64% | |
| 24 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.92% | +0.03% | -11.44% | |
| 25 | ISCF | Ishares International Small | ETF-その他 | 0.91% | — | +17.29% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.79% | — | +14.07% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | — | +0.65% | |
| 28 | FRTY | Alger Mid Cap 40 ETF | ETF-その他 | 0.79% | — | -8.05% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | +0.07% | |
| 30 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-その他 | 0.74% | — | +28.68% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | — | +1.16% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | — | -7.26% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.64% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | -3.30% | |
| 35 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.60% | — | -7.63% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.56% | +0.04% | -1.93% | |
| 37 | VDE | Vanguard Energy ETF | ETF-その他 | 0.55% | — | +80.57% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | +6.87% | |
| 39 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 0.50% | — | -0.24% | |
| 40 | SDG | Ish Msci Glob Sust Deve Goal | ETF-その他 | 0.50% | — | -0.22% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | -0.28% | +21.64% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.07% | -3.71% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.49% | — | -18.83% | |
| 44 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.48% | — | — | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | -2.39% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.46% | -0.19% | -6.25% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.44% | — | -9.77% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.44% | — | -14.91% | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.43% | — | -1.53% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.43% | — | -13.53% |