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 | AAPL | Apple INC | 株式-IT | 5.35% | -0.59% | +2.66% | |
| 2 | FMB | First Trust Managed Municipa | ETF-その他 | 5.21% | -1.07% | -0.45% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.09% | — | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.29% | -1.26% | +0.04% | |
| 5 | XLF | Ss Financial Select Sector | ETF-その他 | 4.17% | -0.51% | +1.91% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.66% | -0.92% | +0.36% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.32% | -1.58% | -77.80% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.25% | -0.29% | +3.00% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.77% | — | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.67% | — | +2.21% | |
| 11 | NUV | Nuveen Municipal Value | 株式-その他 | 2.63% | — | — | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.54% | -0.50% | +6.02% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.48% | -1.39% | +2.54% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.37% | — | -1.69% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.35% | -0.76% | -2.54% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.19% | +0.12% | +329.37% | |
| 17 | T | At&t INC | 株式-通信サービス | 2.17% | — | +7.66% | |
| 18 | PAVE | Global X US Infrastructure | ETF-その他 | 1.98% | — | +3.95% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.90% | -0.20% | -15.29% | |
| 20 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.87% | — | -28.97% | |
| 21 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.79% | — | +488.64% | |
| 22 | ICLN | Ishares Global Clean Energy | ETF-その他 | 1.75% | — | — | |
| 23 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.72% | -0.36% | +39.86% | |
| 24 | NRK | Nuveen Ny Amt-fr Muni INC | 株式-その他 | 1.65% | — | — | |
| 25 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.59% | +0.07% | NEW | |
| 26 | ✓ | ETF Managers Tr | 株式-その他 | 1.51% | — | +19.48% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.29% | -0.10% | +5.15% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.27% | — | -6.56% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.08% | -0.12% | -2.52% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.94% | -0.16% | +1.51% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.85% | — | +0.64% | |
| 32 | TBT | Proshares Ultrashort 20+y Tr | ETF-その他 | 0.82% | — | — | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.75% | — | +11.34% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.65% | — | +1.96% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | — | +3.19% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.61% | — | +1.56% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | +0.05% | +4.96% | |
| 38 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.57% | — | +105.84% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | -0.16% | -2.70% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.51% | +0.04% | +5.34% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | +5.69% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.43% | — | -1.36% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.40% | — | +0.44% | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.38% | +1.62% | +35.63% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.35% | — | +33.00% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.33% | — | -6.52% | |
| 47 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.32% | — | +33.46% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.32% | — | -1.30% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.32% | — | +0.30% | |
| 50 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.31% | — | -1.40% |