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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.79% | — | +0.81% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 6.29% | +1.62% | +3.04% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.88% | -0.92% | -1.67% | |
| 4 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 5.54% | — | +1.25% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.18% | -0.59% | -5.28% | |
| 6 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 4.12% | -2.59% | -0.49% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.77% | -1.58% | -43.87% | |
| 8 | FMB | First Trust Managed Municipa | ETF-その他 | 3.40% | -1.07% | +2.91% | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 3.35% | -0.51% | +1.05% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.75% | -0.50% | -0.31% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.75% | -0.76% | +7.95% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.71% | — | -0.67% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.59% | -0.29% | -0.69% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.47% | +1.95% | +951.43% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.43% | -1.39% | -1.99% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.37% | -1.26% | -0.87% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.05% | +0.12% | -1.11% | |
| 18 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 1.69% | +3.58% | +442.07% | |
| 19 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 1.66% | -0.36% | -2.42% | |
| 20 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.48% | -0.24% | +2.27% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 1.36% | +0.04% | +0.06% | |
| 22 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.33% | +3.65% | +85.66% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.32% | — | +0.29% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.26% | -0.20% | -1.30% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.02% | -1.02% | EXIT | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.95% | — | +0.13% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | -0.16% | -0.11% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | -0.16% | +0.15% | |
| 29 | PSEP | Innovator U.s. Equity Power | ETF-その他 | 0.84% | -0.25% | -6.67% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.77% | +1.61% | +38.17% | |
| 31 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 0.61% | -0.49% | -1.64% | |
| 32 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.59% | — | +2.80% | |
| 33 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.55% | -0.55% | EXIT | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | -1.34% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | -0.17% | -15.14% | |
| 36 | XLE | Ss Energy Select Sector | ETF-その他 | 0.48% | +0.10% | +82.04% | |
| 37 | GS | Goldman Sachs Group INC | 株式-金融 | 0.48% | — | -1.73% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | +0.10% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.43% | -0.10% | -13.49% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | — | +0.10% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | — | |
| 42 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 0.37% | +0.20% | +110.46% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.37% | — | -0.27% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.36% | +0.05% | +0.93% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.34% | — | -2.82% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.33% | — | +0.52% | |
| 47 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.33% | — | +0.18% | |
| 48 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 0.33% | +1.87% | +72.54% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | +0.08% | +1.61% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.32% | — | -0.35% |