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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.82% | -0.10% | +117.22% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.45% | — | +146.45% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.05% | — | +141.64% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.86% | — | +156.56% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.72% | — | +20.01% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.65% | — | -3.84% | |
| 7 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.21% | -0.13% | EXIT | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.83% | — | +54.61% | |
| 9 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 2.81% | — | +74.23% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.07% | +0.21% | +12.75% | |
| 11 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 1.84% | — | -9.53% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 1.84% | — | +33.82% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.81% | — | +41.12% | |
| 14 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.78% | — | +10.42% | |
| 15 | FV | First Trust Dw Focus 5 Fund | ETF-その他 | 1.73% | — | +13.80% | |
| 16 | SMMV | Ishares Msci USA Small-cap M | ETF-その他 | 1.72% | — | +34.09% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.68% | — | — | |
| 18 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 1.59% | — | +470.22% | |
| 19 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 1.49% | — | +278.71% | |
| 20 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 1.41% | — | +70.90% | |
| 21 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.38% | — | +79.97% | |
| 22 | MLPA | Global X Mlp ETF | ETF-その他 | 1.30% | — | -1.10% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.26% | -0.21% | +0.17% | |
| 24 | IRM | Iron Mountain INC | 株式-不動産 | 1.26% | — | -1.13% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.23% | +0.13% | -16.32% | |
| 26 | BIZD | Vaneck Bdc Income ETF | ETF-その他 | 1.21% | -0.21% | -0.06% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.18% | — | +171.94% | |
| 28 | IHF | Ishares U.s. Healthcare Prov | ETF-その他 | 1.08% | — | +325.25% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.89% | — | -0.30% | |
| 30 | BUG | Global X Cybersecurity ETF | ETF-その他 | 0.89% | — | — | |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.87% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | — | -15.86% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.84% | — | +5.30% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | — | -3.24% | |
| 35 | PCEF | Invesco Cef Income Composite | ETF-その他 | 0.80% | — | +2.05% | |
| 36 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.74% | — | -2.09% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | +0.06% | -0.29% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | — | +34.34% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.70% | — | -44.02% | |
| 40 | SPG | Simon Property Group INC | 株式-不動産 | 0.68% | +0.04% | -21.46% | |
| 41 | TDVG | T Rowe Price Dividend Growth | ETF-その他 | 0.67% | — | -49.26% | |
| 42 | MCI | Barings Corporate Investors | 株式-その他 | 0.66% | -0.08% | -0.21% | |
| 43 | DUK | Duke Energy CORP | 株式-公益事業 | 0.65% | — | -15.35% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.63% | +0.07% | -20.33% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.63% | — | -45.46% | |
| 46 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.62% | — | -85.92% | |
| 47 | DE | Deere & Co | 株式-資本財 | 0.60% | — | — | |
| 48 | PPT | Putnam Premier Income Trust | 株式-その他 | 0.58% | — | +11.02% | |
| 49 | UTF | Cohen & Steers Infrastructur | 株式-その他 | 0.58% | — | +4.02% | |
| 50 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.57% | — | -88.56% |