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 | 17.15% | -0.61% | +1.69% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 16.42% | -0.60% | +1.08% | |
| 3 | CGCP | Cap Group Core Plus Income | ETF-その他 | 6.41% | -0.73% | +3.17% | |
| 4 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 5.90% | -0.04% | -0.52% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 5.72% | — | +0.90% | |
| 6 | QGRO | American Century US Quality | ETF-その他 | 3.49% | -0.12% | -0.71% | |
| 7 | AVDE | Avantis International Equity | ETF-その他 | 3.28% | -0.66% | +0.69% | |
| 8 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 3.20% | — | +3.96% | |
| 9 | IHDG | Wisdomtree International Hed | ETF-その他 | 2.50% | — | +1.43% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.87% | +0.85% | -1.10% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.86% | +0.05% | +0.36% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.38% | -0.01% | -1.61% | |
| 13 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 1.32% | +0.43% | -3.54% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.23% | +0.12% | -9.94% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.18% | — | -0.34% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 0.98% | +0.06% | +857.91% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.94% | — | -2.00% | |
| 18 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.93% | — | — | |
| 19 | PAVE | Global X US Infrastructure | ETF-その他 | 0.81% | — | -3.44% | |
| 20 | FRBA | First Bank/hamilton Nj | 株式-その他 | 0.72% | — | +0.40% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.70% | +0.01% | -2.30% | |
| 22 | MSI | Motorola Solutions INC | 株式-IT | 0.69% | — | -2.55% | |
| 23 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.62% | — | +0.82% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | -0.15% | +1.34% | |
| 25 | WM | Waste Management INC | 株式-資本財 | 0.59% | — | -0.89% | |
| 26 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.58% | -0.57% | EXIT | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.57% | — | -0.03% | |
| 28 | AMD | Advanced Micro Devices | 株式-IT | 0.57% | +0.85% | +0.05% | |
| 29 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.57% | +0.11% | +0.10% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | +1.19% | |
| 31 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.52% | -0.22% | +2.05% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.52% | -0.55% | EXIT | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.50% | — | +1.35% | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.50% | — | -1.37% | |
| 35 | LHX | L3harris Technologies INC | 株式-資本財 | 0.50% | -0.17% | +1.80% | |
| 36 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.50% | -0.17% | +0.68% | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.50% | -0.28% | +0.90% | |
| 38 | ADI | Analog Devices INC | 株式-IT | 0.49% | — | +2.19% | |
| 39 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.48% | — | +2.27% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | -7.12% | |
| 41 | PNC | Pnc Financial Services Group | 株式-金融 | 0.47% | — | +0.94% | |
| 42 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.45% | — | +2.04% | |
| 43 | SUB | Ishares Short-term National | ETF-その他 | 0.45% | — | +1.63% | |
| 44 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-その他 | 0.44% | — | +0.69% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.43% | — | +2.49% | |
| 46 | PANW | Palo Alto Networks INC | 株式-IT | 0.43% | +0.30% | +2.95% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | +0.07% | -26.91% | |
| 48 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.40% | +0.54% | -2.01% | |
| 49 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 0.38% | — | -11.54% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.37% | +0.12% | -0.29% |