CIK: 0001801892
申告総資産額
$1.6億
| # | 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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 4.15% | — | +2.28% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.09% | -0.10% | -1.35% | |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 3.33% | — | +0.70% | |
| 4 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 3.28% | — | +1193.83% | |
| 5 | XLSR | Ss US Sector Rotation | ETF-その他 | 3.27% | — | +678.11% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.04% | — | +0.01% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.92% | — | -1.17% | |
| 8 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 2.88% | — | — | |
| 9 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 2.82% | — | +0.24% | |
| 10 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 2.60% | — | +0.09% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.49% | — | -0.96% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.20% | — | -0.69% | |
| 13 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 2.16% | — | +0.90% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.80% | — | -4.52% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.79% | — | +6.84% | |
| 16 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.61% | — | +1.70% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.59% | — | -1.72% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.57% | +0.21% | -58.62% | |
| 19 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 1.42% | — | — | |
| 20 | T | At&t INC | 株式-通信サービス | 1.32% | — | +3.51% | |
| 21 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 1.30% | -0.21% | +11.15% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | +0.06% | +3.01% | |
| 23 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.28% | — | +6.40% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.26% | -0.21% | -32.01% | |
| 25 | MLPA | Global X Mlp ETF | ETF-その他 | 1.26% | — | +8.81% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | — | +3.29% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.09% | +0.13% | +1.82% | |
| 28 | IRM | Iron Mountain INC | 株式-不動産 | 1.07% | — | +2.16% | |
| 29 | SPG | Simon Property Group INC | 株式-不動産 | 0.96% | +0.04% | +0.05% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.95% | — | +11.31% | |
| 31 | PCEF | Invesco Cef Income Composite | ETF-その他 | 0.94% | — | +17.74% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.93% | +0.07% | -0.47% | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.90% | — | +1.33% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.87% | — | -18.44% | |
| 35 | EMR | Emerson Electric Co | 株式-資本財 | 0.87% | — | +1.17% | |
| 36 | TDVG | T Rowe Price Dividend Growth | ETF-その他 | 0.84% | — | — | |
| 37 | DSL | Doubleline Income Solutions | 株式-その他 | 0.84% | — | -2.42% | |
| 38 | PPT | Putnam Premier Income Trust | 株式-その他 | 0.84% | — | +1.31% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.80% | — | +15.42% | |
| 40 | BND | Vanguard Total Bond Market | ETF-その他 | 0.79% | — | +6.49% | |
| 41 | UTG | Reaves Utility Income Fund | 株式-その他 | 0.78% | -0.08% | +14.23% | |
| 42 | MCI | Barings Corporate Investors | 株式-その他 | 0.75% | -0.08% | +7.06% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | — | +3.08% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.73% | — | +4.07% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.72% | — | +3.53% | |
| 46 | F | Ford Motor Co | 株式-一般消費財 | 0.70% | — | +0.30% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | — | -11.35% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.69% | — | +17.72% | |
| 49 | HTGC | Hercules Capital INC | 株式-金融 | 0.68% | — | — | |
| 50 | DUK | Duke Energy CORP | 株式-公益事業 | 0.68% | — | +0.08% |