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 | 11.27% | -0.78% | +7.01% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.28% | -0.48% | +3.09% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.37% | +0.03% | -15.76% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.40% | -0.28% | -1.45% | |
| 5 | GCOW | Pacer Global Cash Cows Divid | ETF-その他 | 3.76% | — | +31.98% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.60% | +0.09% | +4.88% | |
| 7 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.58% | -0.11% | +3.31% | |
| 8 | SMOT | Vaneck Morningstar Smid Moat | ETF-その他 | 3.17% | -0.59% | — | |
| 9 | DURA | Vaneck Durable High Dividend | ETF-その他 | 3.04% | — | +7.04% | |
| 10 | CGXU | Cap Group Intl Focus | ETF-その他 | 2.44% | +0.04% | +30.65% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.42% | -0.12% | +104.12% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 2.33% | — | +30.16% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.12% | -0.15% | -6.42% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.82% | -0.15% | -0.42% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.25% | -0.79% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.59% | — | +38.36% | |
| 17 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.57% | -0.10% | +31.96% | |
| 18 | CGGO | Cap Group Global Growth | ETF-その他 | 1.37% | — | +0.99% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.35% | — | -3.95% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | — | -0.65% | |
| 21 | FBRT | Franklin Bsp Realty Trust In | 株式-その他 | 1.10% | — | +0.98% | |
| 22 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.94% | +0.03% | +3.39% | |
| 23 | ISCF | Ishares International Small | ETF-その他 | 0.94% | — | +9.03% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.89% | — | +3.52% | |
| 25 | FFLG | Fidelity Fndmntl L/c Grw ETF | ETF-その他 | 0.89% | — | +14.09% | |
| 26 | SPG | Simon Property Group INC | 株式-不動産 | 0.85% | — | +6.08% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.76% | — | +0.54% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.75% | -0.19% | -3.84% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | — | -0.29% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | — | +0.51% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.72% | -0.28% | -5.26% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | +2.57% | |
| 33 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.66% | — | +55.73% | |
| 34 | DRLL | Strive US Energy ETF | ETF-その他 | 0.64% | — | +112.39% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.56% | — | — | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.55% | +0.04% | +0.20% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.53% | — | +39.30% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | +1.53% | |
| 39 | FUTY | Fidelity Msci US Utilities | ETF-その他 | 0.50% | — | +85.13% | |
| 40 | VDE | Vanguard Energy ETF | ETF-その他 | 0.48% | — | -4.43% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.46% | — | -11.63% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | +0.07% | +3.52% | |
| 43 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 0.45% | — | +1.09% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.44% | — | +0.25% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.43% | — | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.42% | — | +7.86% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | -0.27% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.40% | — | -8.99% | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.39% | — | -0.07% | |
| 50 | O | Realty Income CORP | 株式-不動産 | 0.39% | — | +25.02% |