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 | 6.84% | -0.59% | +6.05% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.75% | — | +84.14% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.55% | -1.26% | +6.88% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.38% | -0.92% | +0.20% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.09% | -0.29% | -3.53% | |
| 6 | XLF | Ss Financial Select Sector | ETF-その他 | 4.05% | -0.51% | -5.06% | |
| 7 | FMB | First Trust Managed Municipa | ETF-その他 | 3.18% | -1.07% | -18.83% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 3.12% | +1.62% | +334.23% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.84% | -1.39% | +1.56% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.81% | -0.76% | -4.64% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.63% | — | +0.66% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.45% | — | +343.64% | |
| 13 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 2.41% | -0.36% | +39.94% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.41% | — | — | |
| 15 | ICLN | Ishares Global Clean Energy | ETF-その他 | 2.35% | — | +60.67% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.09% | -0.50% | +0.11% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.07% | +0.12% | -2.09% | |
| 18 | NUV | Nuveen Municipal Value | 株式-その他 | 2.02% | — | +0.29% | |
| 19 | PAVE | Global X US Infrastructure | ETF-その他 | 1.98% | — | -3.23% | |
| 20 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.96% | -0.24% | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.86% | -0.20% | -0.78% | |
| 22 | VOX | Vanguard Communication Servi | ETF-その他 | 1.80% | — | — | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 1.42% | — | +2.62% | |
| 24 | NRK | Nuveen Ny Amt-fr Muni INC | 株式-その他 | 1.42% | — | +1.01% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.37% | -0.16% | +6.98% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.30% | — | -3.65% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.27% | — | -52.72% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.08% | — | -2.57% | |
| 29 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.89% | -0.12% | -3.34% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.87% | -0.10% | -1.73% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.87% | +0.04% | -1.80% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.82% | — | — | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | +19.13% | |
| 34 | SPGI | S&p Global INC | 株式-金融 | 0.79% | — | -2.47% | |
| 35 | ✓ | ETF Managers Tr | 株式-その他 | 0.75% | — | +11.82% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.72% | — | -6.56% | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.71% | — | +4.39% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.70% | -1.58% | -77.12% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | +2.04% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | -1.98% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.50% | — | +1.10% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | -0.16% | +0.44% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.46% | — | -34.70% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.45% | — | +17.82% | |
| 45 | MSOS | Advisorshares Pure US Cann | ETF-その他 | 0.44% | — | +1.00% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | +0.05% | -5.21% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | -14.86% | |
| 48 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.33% | — | -7.83% | |
| 49 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.30% | — | +2.91% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.29% | — | -2.52% |