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 | VTV | Vanguard Value ETF | ETF-その他 | 6.92% | +1.62% | -6.62% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.60% | — | -0.73% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.93% | -0.59% | -1.99% | |
| 4 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 5.15% | -2.59% | +4.47% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.95% | -1.58% | -46.46% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.53% | -1.26% | -0.46% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.29% | -0.29% | -1.10% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.25% | -0.92% | -2.96% | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 3.70% | -0.51% | -1.84% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.38% | -1.39% | -2.87% | |
| 11 | FMB | First Trust Managed Municipa | ETF-その他 | 3.20% | -1.07% | +10.80% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.12% | -0.50% | -0.30% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.95% | -0.76% | -1.56% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.90% | — | +0.29% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.85% | — | +2.10% | |
| 16 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 2.49% | -0.36% | -2.31% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.33% | +0.12% | -0.75% | |
| 18 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.69% | -0.49% | — | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.68% | -0.20% | +10.44% | |
| 20 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.56% | -0.24% | -1.65% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.29% | — | -24.46% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.00% | +0.04% | -0.87% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.98% | — | +0.39% | |
| 24 | POCT | Innovator U.s. Equity Power | ETF-その他 | 0.96% | — | — | |
| 25 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.91% | — | -11.55% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | — | +1.77% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | -0.16% | -3.12% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.72% | — | -2.66% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | -0.16% | -5.15% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | -0.10% | -0.36% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.55% | -0.17% | -15.23% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.52% | — | -1.65% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | — | -29.91% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | +0.05% | +18.98% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | +11.71% | |
| 36 | ED | Consolidated Edison INC | 株式-公益事業 | 0.44% | — | +0.16% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | — | +187.59% | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 0.39% | — | -0.98% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.08% | +0.51% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.37% | — | +7.36% | |
| 41 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.34% | -0.12% | — | |
| 42 | INTC | Intel CORP | 株式-IT | 0.33% | — | +52.60% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.32% | — | +0.22% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.31% | — | -28.20% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.31% | — | +5.14% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.30% | — | +3.89% | |
| 47 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 0.30% | — | -0.24% | |
| 48 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.29% | — | +0.27% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.28% | — | — | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | — | +6.89% |