CIK: 0001825292
申告総資産額
$5.1億
| # | 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 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 29.20% | -0.61% | +7.03% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.83% | — | -0.16% | |
| 3 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 6.49% | -0.04% | -1.96% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 5.93% | — | -1.06% | |
| 5 | CGCP | Cap Group Core Plus Income | ETF-その他 | 4.34% | -0.73% | — | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-その他 | 4.14% | — | — | |
| 7 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 4.11% | — | -47.00% | |
| 8 | QGRO | American Century US Quality | ETF-その他 | 3.58% | -0.12% | -1.31% | |
| 9 | ICOW | Pacer Developed Markets Inte | ETF-その他 | 3.47% | — | -0.98% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.89% | +0.05% | -2.87% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 1.68% | -0.28% | — | |
| 12 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.55% | — | -0.08% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.39% | -0.01% | +0.99% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.90% | — | -23.61% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.88% | — | -5.57% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | +0.12% | -6.23% | |
| 17 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.75% | — | — | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | — | +2.60% | |
| 19 | FRBA | First Bank/hamilton Nj | 株式-その他 | 0.64% | — | +0.44% | |
| 20 | WM | Waste Management INC | 株式-資本財 | 0.57% | — | +4.28% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | — | +5.30% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.56% | -0.15% | +6.01% | |
| 23 | MSI | Motorola Solutions INC | 株式-IT | 0.56% | — | +4.84% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 0.54% | -0.55% | EXIT | |
| 25 | ACN | Accenture plc | 株式-IT | 0.54% | — | +5.51% | |
| 26 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.53% | -0.22% | +4.14% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | — | -32.58% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | +11.73% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | — | +11.00% | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 0.49% | +0.85% | -2.41% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.49% | — | — | |
| 32 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.49% | — | +10.42% | |
| 33 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.46% | — | +13.68% | |
| 34 | ADI | Analog Devices INC | 株式-IT | 0.46% | — | — | |
| 35 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.45% | — | -0.29% | |
| 36 | PNC | Pnc Financial Services Group | 株式-金融 | 0.45% | — | +0.91% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.45% | — | +12.43% | |
| 38 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.43% | -0.17% | — | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | — | -1.37% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.41% | +0.06% | — | |
| 41 | VEGI | Ishares Msci Agriculture Pro | ETF-その他 | 0.40% | — | -12.64% | |
| 42 | VMC | Vulcan Materials Co | 株式-素材 | 0.38% | — | -3.11% | |
| 43 | TAN | Invesco Solar ETF | ETF-その他 | 0.38% | — | -4.58% | |
| 44 | PANW | Palo Alto Networks INC | 株式-IT | 0.36% | +0.30% | -2.39% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.34% | — | -3.42% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.32% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | +0.17% | |
| 48 | SUB | Ishares Short-term National | ETF-その他 | 0.31% | — | +0.26% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | — | -29.66% | |
| 50 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.30% | — | -2.46% |