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 | 6.34% | -0.59% | -1.23% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 5.68% | +1.62% | -15.82% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.66% | — | -12.87% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.24% | -1.58% | +5.56% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.85% | -0.92% | -0.78% | |
| 6 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 4.73% | -2.59% | -8.14% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.53% | -1.26% | -0.70% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.22% | -0.29% | -0.58% | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 3.89% | -0.51% | -2.00% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.44% | -0.50% | -3.56% | |
| 11 | FMB | First Trust Managed Municipa | ETF-その他 | 3.17% | -1.07% | +0.36% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.02% | -1.39% | -0.60% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.88% | — | +0.26% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.88% | -0.76% | -1.16% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.86% | — | +1.33% | |
| 16 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 2.48% | -0.36% | -0.86% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.06% | +0.12% | -1.65% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | -0.20% | -14.67% | |
| 19 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.69% | -0.49% | -1.03% | |
| 20 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.66% | -0.24% | -1.34% | |
| 21 | URA | Global X Uranium ETF | ETF-その他 | 1.50% | — | — | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.31% | — | -0.26% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.14% | +0.04% | +2.56% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.04% | — | +0.28% | |
| 25 | POCT | Innovator U.s. Equity Power | ETF-その他 | 0.97% | — | -0.92% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.88% | — | +0.34% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | — | +2.01% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | -0.16% | -3.24% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | -0.16% | +1.01% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | -0.10% | -1.15% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.63% | — | +0.32% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.54% | — | -0.45% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | — | -0.28% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.48% | -0.17% | +0.39% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | +0.05% | +7.79% | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.45% | — | -0.34% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.44% | — | +0.12% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | — | +2.50% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.39% | — | +10.92% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.36% | — | -2.11% | |
| 41 | ED | Consolidated Edison INC | 株式-公益事業 | 0.36% | — | -6.46% | |
| 42 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.34% | — | -7.14% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.08% | -1.71% | |
| 44 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.34% | — | +118.57% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.31% | -0.12% | -1.87% | |
| 46 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.31% | — | +2.50% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.30% | — | +1.17% | |
| 48 | PMAY | Innovator U.s. Equity Power | ETF-その他 | 0.30% | — | -0.82% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | — | +0.48% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.27% | — | -5.14% |