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 | 5.71% | -0.59% | -2.81% | |
| 2 | FMB | First Trust Managed Municipa | ETF-その他 | 4.68% | -1.07% | +1.22% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.53% | -1.26% | +1.61% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.51% | -0.92% | -0.59% | |
| 5 | XLF | Ss Financial Select Sector | ETF-その他 | 4.45% | -0.51% | +0.73% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.39% | -0.29% | -0.44% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.06% | — | +7.57% | |
| 8 | TBT | Proshares Ultrashort 20+y Tr | ETF-その他 | 2.94% | — | -0.15% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.92% | — | +0.59% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.90% | -1.58% | -6.30% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.83% | — | +5.88% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.80% | -0.76% | +0.54% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.71% | -1.39% | +1.12% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.62% | -0.50% | -0.16% | |
| 15 | NUV | Nuveen Municipal Value | 株式-その他 | 2.59% | — | -1.16% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.39% | — | -2.42% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.04% | +0.12% | -3.54% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.04% | -0.20% | -0.74% | |
| 19 | PAVE | Global X US Infrastructure | ETF-その他 | 1.97% | — | +2.89% | |
| 20 | T | At&t INC | 株式-通信サービス | 1.96% | — | +1.21% | |
| 21 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.87% | -0.36% | +1.82% | |
| 22 | NRK | Nuveen Ny Amt-fr Muni INC | 株式-その他 | 1.66% | — | +0.80% | |
| 23 | ICLN | Ishares Global Clean Energy | ETF-その他 | 1.55% | — | +0.90% | |
| 24 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.40% | +0.07% | NEW | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.39% | — | -3.47% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.22% | -0.16% | +0.95% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.15% | — | -1.04% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.12% | -0.10% | -2.97% | |
| 29 | ✓ | ETF Managers Tr | 株式-その他 | 1.10% | — | +1.12% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.03% | -0.12% | -2.05% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 1.01% | — | +2.49% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.81% | +0.04% | +310.93% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | +0.45% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.69% | — | +1.71% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.64% | +1.62% | +48.87% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | — | +0.19% | |
| 37 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.63% | — | -1.15% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.16% | -0.10% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | -2.36% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | — | +33.31% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | +0.05% | +0.89% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.49% | — | -2.25% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.47% | — | +130.19% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.39% | — | +3.20% | |
| 45 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.39% | — | +0.30% | |
| 46 | GS | Goldman Sachs Group INC | 株式-金融 | 0.33% | — | -5.12% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.32% | — | +2.09% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.31% | — | -10.28% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.30% | — | +0.73% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.30% | — | -1.44% |