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 | 9.27% | -1.58% | +38.33% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 6.86% | +1.62% | +15.12% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.14% | — | +11.61% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.51% | -0.59% | +1.78% | |
| 5 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 4.87% | -2.59% | +10.80% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.85% | -0.92% | +0.23% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.21% | -1.26% | +2.01% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.86% | -0.29% | -0.20% | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 3.45% | -0.51% | +0.04% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.32% | -1.39% | +1.61% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 3.14% | -0.76% | +2.55% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.02% | -0.50% | -1.71% | |
| 13 | FMB | First Trust Managed Municipa | ETF-その他 | 2.86% | -1.07% | -10.24% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.66% | — | +1.90% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.65% | — | +3.63% | |
| 16 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 2.53% | -0.36% | -2.61% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.13% | +0.12% | +27.84% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.62% | — | +28.98% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | -0.20% | -2.03% | |
| 20 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.52% | -0.24% | +3.55% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.04% | +0.04% | +918.80% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.97% | — | -1.52% | |
| 23 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.85% | — | +11.17% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | -0.16% | -0.97% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | -0.16% | -2.23% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | -3.08% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.66% | -0.17% | +12.12% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | — | -2.05% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.63% | -0.10% | -5.41% | |
| 30 | PMAR | Innovator U.s. Equity Power | ETF-その他 | 0.51% | — | -3.09% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.50% | — | -1.50% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | — | +42.62% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.46% | — | — | |
| 34 | ED | Consolidated Edison INC | 株式-公益事業 | 0.38% | — | +100.29% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.08% | +12.82% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.37% | — | +51.99% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.37% | +0.05% | +16.90% | |
| 38 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.37% | — | -2.49% | |
| 39 | GS | Goldman Sachs Group INC | 株式-金融 | 0.36% | — | +0.49% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | +0.77% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.32% | — | +0.20% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | — | -0.88% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | +74.21% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.31% | -0.12% | -2.21% | |
| 45 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.30% | — | -6.97% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.30% | — | +75.69% | |
| 47 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 0.29% | — | -2.37% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.29% | — | +137.99% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.28% | — | -3.35% | |
| 50 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.28% | — | — |