CIK: 0001731448
申告総資産額
$3.5億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.54% | -0.24% | +8.83% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 4.52% | -0.24% | -0.55% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 4.13% | -0.33% | -0.92% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.16% | +0.17% | +20.81% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.60% | +0.36% | -16.36% | |
| 6 | IBM | Intl Business Machines CORP | 株式-IT | 2.37% | -0.84% | +61.85% | |
| 7 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 2.34% | +1.23% | +198.69% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.26% | -0.11% | -0.05% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.12% | -0.05% | +3.23% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.83% | — | -1.06% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.70% | -1.01% | +0.69% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.69% | — | +1.94% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.69% | -0.66% | +2.79% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.60% | — | +0.35% | |
| 15 | CGUS | Cap Group Core Equity | ETF-その他 | 1.46% | — | +0.91% | |
| 16 | AXP | American Express Co | 株式-金融 | 1.44% | -0.96% | +2.18% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.38% | — | +1.65% | |
| 18 | CGXU | Cap Group Intl Focus | ETF-その他 | 1.36% | -0.03% | -30.95% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.32% | — | -13.34% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | — | -0.84% | |
| 21 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.29% | -0.49% | +1.56% | |
| 22 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 1.29% | -0.05% | +1.17% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | — | -2.17% | |
| 24 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 1.24% | -1.14% | +2.48% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 1.23% | +0.76% | -0.56% | |
| 26 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.22% | — | -1.30% | |
| 27 | WMB | Williams Cos INC | 株式-エネルギー | 1.22% | — | -3.02% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.19% | — | +20.89% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 1.16% | — | +90.54% | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 1.12% | +0.22% | -0.60% | |
| 31 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.08% | — | +1.82% | |
| 32 | WM | Waste Management INC | 株式-資本財 | 1.07% | — | -3.12% | |
| 33 | HIG | Hartford Insurance Group INC | 株式-金融 | 1.07% | -0.98% | EXIT | |
| 34 | TT | Trane Technologies plc | 株式-資本財 | 1.04% | — | -13.50% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 1.04% | — | +1052.02% | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.02% | — | — | |
| 37 | ETR | Entergy CORP | 株式-公益事業 | 1.01% | — | — | |
| 38 | TMUS | T-mobile US INC | 株式-通信サービス | 1.01% | — | — | |
| 39 | AFL | Aflac INC | 株式-金融 | 1.00% | — | -0.41% | |
| 40 | PDP | Invesco Dorsey Wright Moment | ETF-その他 | 0.99% | — | -14.73% | |
| 41 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.99% | — | -1.45% | |
| 42 | LIN | Linde plc | 株式-素材 | 0.99% | — | +96.24% | |
| 43 | SDVD | Ft Vest Smid Rising Dividend | ETF-その他 | 0.98% | — | +3.94% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.84% | — | -18.37% | |
| 45 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.80% | — | +25.66% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.79% | — | +2.29% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.70% | +0.12% | -44.84% | |
| 48 | FEOE | First Eagle Overseas Eq ETF | ETF-その他 | 0.70% | — | — | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.66% | — | +6.72% | |
| 50 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.65% | — | -41.54% |