CIK: 0001767730
申告総資産額
$4.8億
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 16.27% | -1.58% | -13.05% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.16% | -0.59% | +1.25% | |
| 3 | FMB | First Trust Managed Municipa | ETF-その他 | 5.73% | -1.07% | +0.67% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.35% | -1.26% | +0.63% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.99% | — | +4.99% | |
| 6 | XLF | Ss Financial Select Sector | ETF-その他 | 3.86% | -0.51% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.37% | -0.92% | +1.04% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.12% | -0.29% | +2.77% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.81% | — | -0.33% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.59% | — | +2.66% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.57% | -0.20% | +13.22% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.56% | -1.39% | +0.76% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.47% | -0.76% | +2.17% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.47% | — | +0.12% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.18% | -0.50% | -0.43% | |
| 16 | T | At&t INC | 株式-通信サービス | 2.08% | — | +414.83% | |
| 17 | PAVE | Global X US Infrastructure | ETF-その他 | 1.75% | — | — | |
| 18 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.68% | +0.07% | NEW | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.54% | — | +2.93% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.37% | — | +0.69% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.31% | -0.10% | +2.97% | |
| 22 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.31% | -0.36% | +9.33% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.16% | -0.12% | +0.90% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.97% | — | +0.19% | |
| 25 | ✓ | ETF Managers Tr | 株式-その他 | 0.86% | — | — | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | -0.16% | +8.14% | |
| 27 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.67% | — | +9.00% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +0.53% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | — | +4.41% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | +0.05% | +9.87% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | — | +3.66% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | -0.16% | +6.78% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | +0.12% | +6.28% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.52% | +0.04% | +10.91% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.49% | — | +14.67% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.46% | — | +7.83% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.37% | — | +22.21% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.34% | — | +3.26% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.34% | — | +0.56% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.32% | — | +4.16% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.31% | — | +5.46% | |
| 42 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.30% | — | +4.38% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.30% | — | -0.35% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.29% | — | +0.16% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.28% | — | +2.24% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | -0.94% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.28% | +1.62% | +35.22% | |
| 48 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.27% | — | +10.80% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | — | -35.85% | |
| 50 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.26% | — | +43.98% |