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 | 6.52% | -0.59% | -0.83% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.50% | -0.29% | +0.15% | |
| 3 | FMB | First Trust Managed Municipa | ETF-その他 | 4.49% | -1.07% | +832.20% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.36% | -0.92% | +2.63% | |
| 5 | XLF | Ss Financial Select Sector | ETF-その他 | 4.20% | -0.51% | -4.66% | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 4.15% | -1.39% | -2.25% | |
| 7 | POCT | Innovator U.s. Equity Power | ETF-その他 | 4.09% | — | -2.23% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.73% | -1.58% | +512.97% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.62% | -1.26% | +2.57% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 3.44% | -0.76% | +2.06% | |
| 11 | BMAY | Innovator U.s. Equity Buffer | ETF-その他 | 3.40% | — | — | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.95% | — | +9.72% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.82% | — | +14.73% | |
| 14 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 2.82% | -0.36% | +8.91% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.59% | -0.50% | +2.65% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.34% | +0.12% | -0.30% | |
| 17 | PAVE | Global X US Infrastructure | ETF-その他 | 2.23% | — | -6.11% | |
| 18 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.02% | — | — | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.93% | — | +6.48% | |
| 20 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.74% | -0.24% | -6.40% | |
| 21 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 1.66% | — | +7.80% | |
| 22 | NRK | Nuveen Ny Amt-fr Muni INC | 株式-その他 | 1.49% | — | -1.02% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.42% | — | -3.09% | |
| 24 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 1.30% | -2.59% | +12.71% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.26% | — | -0.47% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | -0.20% | +0.69% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 1.03% | +1.62% | -75.25% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.93% | — | -12.38% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.93% | — | +5.76% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.86% | -0.10% | +6.70% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.81% | — | +0.85% | |
| 32 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.79% | -0.12% | -6.04% | |
| 33 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.74% | — | -14.45% | |
| 34 | SPGI | S&p Global INC | 株式-金融 | 0.67% | — | — | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | -0.16% | +19.82% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.65% | +0.04% | -14.39% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | -6.61% | |
| 38 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.55% | — | +1.45% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | — | +0.14% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.08% | +0.18% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.16% | -0.22% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | +0.89% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | +0.05% | +0.67% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | -0.17% | +0.87% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | — | +2.91% | |
| 46 | GS | Goldman Sachs Group INC | 株式-金融 | 0.34% | — | +0.60% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.34% | — | -1.02% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.32% | — | -4.10% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.32% | — | — | |
| 50 | BOTZ | Global X Robotics & Artifici | ETF-その他 | 0.31% | — | -4.44% |