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 | 7.50% | -1.58% | +103.24% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.88% | — | -3.81% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.76% | +1.62% | +16.02% | |
| 4 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 5.44% | -2.59% | -6.12% | |
| 5 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-その他 | 4.64% | — | +13.82% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.14% | -0.92% | +11.32% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.92% | -1.26% | +1.13% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.69% | -0.59% | +0.13% | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 3.38% | -0.51% | +0.72% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.88% | -0.76% | +5.52% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.74% | -0.29% | +1.36% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.71% | — | +3.84% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.70% | -0.50% | -3.16% | |
| 14 | FMB | First Trust Managed Municipa | ETF-その他 | 2.59% | -1.07% | +3.24% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.40% | -1.39% | +0.45% | |
| 16 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.21% | — | +3.69% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.21% | -1.02% | EXIT | |
| 18 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.80% | -0.36% | -17.28% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.74% | +0.12% | -0.22% | |
| 20 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.60% | -0.24% | +0.72% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.45% | — | +29.23% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | -0.20% | +0.88% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.21% | +0.04% | +8.11% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.14% | -0.16% | +39.24% | |
| 25 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.97% | -0.55% | EXIT | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.93% | — | +5.80% | |
| 27 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-その他 | 0.82% | — | — | |
| 28 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.69% | -0.49% | -46.76% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | +1.53% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | -0.10% | -3.67% | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 0.60% | — | +500.58% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.60% | — | -19.00% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | -0.16% | +2.74% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.59% | +0.10% | — | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | -0.17% | +32.10% | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.46% | — | +0.11% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | — | +1.01% | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.43% | — | -1.49% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | +0.05% | +6.48% | |
| 40 | PDEC | Innovator U.s. Equity Power | ETF-その他 | 0.38% | — | -1.40% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.08% | +21.89% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | +66.96% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.37% | — | +83.83% | |
| 44 | POCT | Innovator U.s. Equity Power | ETF-その他 | 0.37% | — | — | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.35% | — | +0.42% | |
| 46 | ED | Consolidated Edison INC | 株式-公益事業 | 0.34% | — | -1.20% | |
| 47 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.34% | — | +0.19% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.33% | — | -8.24% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.33% | — | +3.85% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.29% | — | -1.91% |