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 | 6.22% | -0.24% | -3.85% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 4.45% | -0.24% | +1.83% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 4.07% | -0.33% | -0.76% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.11% | +0.17% | -1.55% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.00% | +0.36% | +5.86% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.21% | -0.11% | +0.65% | |
| 7 | IBM | Intl Business Machines CORP | 株式-IT | 2.20% | -0.84% | +0.04% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.13% | -0.05% | -0.54% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.01% | — | +2.50% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.90% | — | +8.70% | |
| 11 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.59% | — | +5.28% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.58% | -0.66% | -1.03% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.51% | -1.01% | +140.85% | |
| 14 | CGUS | Cap Group Core Equity | ETF-その他 | 1.49% | — | +4.75% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.44% | — | +4.23% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.43% | — | -6.15% | |
| 17 | AXP | American Express Co | 株式-金融 | 1.42% | -0.96% | -3.64% | |
| 18 | RDVI | Ft Vest Rising Dividend Achi | ETF-その他 | 1.36% | -0.05% | +7.54% | |
| 19 | CGXU | Cap Group Intl Focus | ETF-その他 | 1.35% | -0.03% | -1.69% | |
| 20 | SDVD | Ft Vest Smid Rising Dividend | ETF-その他 | 1.27% | — | +33.21% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | — | -1.97% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.24% | — | +5.41% | |
| 23 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 1.22% | -1.14% | +4.85% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | — | -1.92% | |
| 25 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.20% | -0.49% | +2.65% | |
| 26 | C | Citigroup INC | 株式-金融 | 1.17% | — | +138.64% | |
| 27 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.17% | — | -1.03% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 1.17% | +0.22% | -4.34% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 1.15% | — | -1.45% | |
| 30 | PSCH | Invesco S&p Smallcap Health | ETF-その他 | 1.15% | — | +0.79% | |
| 31 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 1.13% | — | -19.83% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.11% | — | -2.06% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 1.11% | +0.76% | +2.42% | |
| 34 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 1.08% | — | +57.16% | |
| 35 | FEOE | First Eagle Overseas Eq ETF | ETF-その他 | 1.04% | — | +1.41% | |
| 36 | HIG | Hartford Insurance Group INC | 株式-金融 | 1.04% | -0.98% | EXIT | |
| 37 | WMB | Williams Cos INC | 株式-エネルギー | 1.02% | — | -0.68% | |
| 38 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.99% | — | -2.61% | |
| 39 | ETR | Entergy CORP | 株式-公益事業 | 0.99% | — | -0.96% | |
| 40 | AEP | American Electric Power | 株式-公益事業 | 0.98% | — | +73.68% | |
| 41 | WM | Waste Management INC | 株式-資本財 | 0.94% | — | +3.60% | |
| 42 | PKG | Packaging CORP Of America | 株式-一般消費財 | 0.94% | +0.50% | +110.11% | |
| 43 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.93% | — | -0.89% | |
| 44 | AMD | Advanced Micro Devices | 株式-IT | 0.92% | — | — | |
| 45 | AFL | Aflac INC | 株式-金融 | 0.92% | — | -0.97% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.83% | — | +2.94% | |
| 47 | TT | Trane Technologies plc | 株式-資本財 | 0.83% | — | -0.35% | |
| 48 | JIVE | JPM Interntl Value ETF | ETF-その他 | 0.73% | — | — | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.72% | +0.12% | -7.78% | |
| 50 | SETM | Sprott Critical Material ETF | ETF-その他 | 0.72% | — | — |